JMPWA
IAA

JP Morgan Private Wealth Advisors’s IAA, Inc. Common Stock IAA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IAA Stock Details IAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-35,074
Closed -$1.4M – 2023
2022
Q4 		$1.4M Sell
35,074
-34,037
-49% -$1.28M ﹤0.01% 984
2022
Q3 		$2.2M Buy
69,111
+5,137
+8% +$182K 0.01% 808
2022
Q2 		$2.1M Buy
63,974
+35,752
+127% +$1.31M 0.01% 832
2022
Q1 		$1.08M Sell
28,222
-11,558
-29% -$475K ﹤0.01% 1189
2021
Q4 		$2.01M Sell
39,780
-1,295
-3% -$68.8K ﹤0.01% 913
2021
Q3 		$2.24M Buy
41,075
+16,053
+64% +$890K 0.01% 853
2021
Q2 		$1.36M Buy
25,022
+976
+4% +$56.1K ﹤0.01% 1044
2021
Q1 		$1.33M Sell
24,046
-850
-3% -$50.4K ﹤0.01% 915
2020
Q4 		$1.62M Sell
24,896
-1,576
-6% -$94.3K 0.01% 823
2020
Q3 		$1.38M Sell
26,472
-1,168
-4% -$54.4K 0.01% 766
2020
Q2 		$1.07M Buy
27,640
+7,577
+38% +$283K ﹤0.01% 783
2020
Q1 		$601K Buy
20,063
+7,786
+63% +$336K ﹤0.01% 869
2019
Q4 		$578K Buy
12,277
+5,018
+69% +$211K ﹤0.01% 992
2019
Q3 		$303K Buy
+7,259
New +$327K ﹤0.01% 1190

Other funds holding IAA

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

JP Morgan Private Wealth Advisors's IAA Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 35,074 shares — an estimated $1.4M sold.

JP Morgan Private Wealth Advisors first reported a position in IAA in Q3 2019 and held it in 14 quarters. The position peaked at $2.24M in Q3 2021. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 35,074 IAA, Inc. Common Stock shares in Q1 2023, an estimated $1.4M.
  • JP Morgan Private Wealth Advisors first reported a position in IAA, Inc. Common Stock in Q3 2019 and held it in 14 quarters.
  • JP Morgan Private Wealth Advisors's IAA, Inc. Common Stock position peaked at $2.24M in Q3 2021.
  • 3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.