JP Morgan Private Wealth Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,368	Closed	-$269K	–	1735
2023 Q2	$269K	Sell	6,368 -1,858	-23%	-$80.8K	﹤0.01%	1281
2023 Q1	$360K	Sell	8,226 -18,262	-69%	-$803K	﹤0.01%	1606
2022 Q4	$1.21M	Buy	26,488 +2,452	+10%	+$108K	﹤0.01%	1058
2022 Q3	$1.01M	Buy	24,036 +11,779	+96%	+$556K	﹤0.01%	1128
2022 Q2	$553K	Buy	+12,257	New	+$571K	﹤0.01%	1418
2020 Q2	–	Sell	-16,525	Closed	-$594K	–	1567
2020 Q1	$594K	Sell	16,525 -5,285	-24%	-$220K	﹤0.01%	873
2019 Q4	$923K	Hold	21,810	–	–	﹤0.01%	827
2019 Q3	$927K	Sell	21,810 -235	-1%	-$9.53K	﹤0.01%	783
2019 Q2	$866K	Buy	+22,045	New	+$852K	﹤0.01%	793

Other funds holding FUTY

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2023, closing a stake of 6,368 shares — an estimated $269K sold.

JP Morgan Private Wealth Advisors first reported a position in FUTY in Q2 2019 and held it in 9 quarters. The position peaked at $1.21M in Q4 2022. 172 funds tracked by Wall St. Rank hold FUTY as of Q3 2023.

JP Morgan Private Wealth Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 6,368 Fidelity MSCI Utilities Index ETF shares in Q3 2023, an estimated $269K.
JP Morgan Private Wealth Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2019 and held it in 9 quarters.
JP Morgan Private Wealth Advisors's Fidelity MSCI Utilities Index ETF position peaked at $1.21M in Q4 2022.
172 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2023.

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