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JP Morgan Private Wealth Advisors’s iShares Global Industrials ETF EXI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio EXI Stock Details EXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$368K Buy
+3,254
New +$387K ﹤0.01% 1370
2022
Q4 		– Sell
-2,944
Closed -$265K – 1946
2022
Q3 		$265K Buy
+2,944
New +$295K ﹤0.01% 1708

Other funds holding EXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in iShares Global Industrials ETF (EXI) in Q3 2023: 3,254 shares worth $368K. The stake represents ﹤0.01% of the portfolio and ranks #1370 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in EXI as recently as Q3 2022.

JP Morgan Private Wealth Advisors first reported a position in EXI in Q3 2022 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold EXI as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 3,254 shares of iShares Global Industrials ETF worth $368K as of Q3 2023.
  • iShares Global Industrials ETF was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • iShares Global Industrials ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1370 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares Global Industrials ETF in Q3 2022 and has held it in 2 quarters since.
  • 77 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q3 2023.

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