JP Morgan Private Wealth Advisors’s iShares Core Dividend ETF DIVB Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio DIVB Stock Details DIVB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$255K	Sell	6,857 -5,878	-46%	-$228K	﹤0.01%	1546
2023 Q2	$487K	Sell	12,735 -31,753	-71%	-$1.18M	﹤0.01%	1038
2023 Q1	$1.66M	Buy	44,488 +33,040	+289%	+$1.26M	﹤0.01%	952
2022 Q4	$429K	Sell	11,448 -34,390	-75%	-$1.28M	﹤0.01%	1528
2022 Q3	$1.55M	Buy	45,838 +8,258	+22%	+$311K	﹤0.01%	940
2022 Q2	$1.36M	Buy	+37,580	New	+$1.47M	﹤0.01%	987

Other funds holding DIVB

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ATC

Argent Trust Co Nashville, Tennessee $2.95B AUM 22.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Private Wealth Advisors's DIVB Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its iShares Core Dividend ETF (DIVB) stake by 46% in Q3 2023, selling an estimated $228K and leaving 6,857 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1546.

JP Morgan Private Wealth Advisors first reported a position in DIVB in Q2 2022 and has held it in 6 quarters since. The position peaked at $1.66M in Q1 2023. 60 funds tracked by Wall St. Rank hold DIVB as of Q3 2023.

JP Morgan Private Wealth Advisors held 6,857 shares of iShares Core Dividend ETF worth $255K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 5,878 iShares Core Dividend ETF shares in Q3 2023, an estimated $228K.
iShares Core Dividend ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1546 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares Core Dividend ETF in Q2 2022 and has held it in 6 quarters since.
JP Morgan Private Wealth Advisors's iShares Core Dividend ETF position peaked at $1.66M in Q1 2023.
60 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.