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JP Morgan Private Wealth Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$643K Sell
19,133
-4,641
-20% -$167K ﹤0.01% 1143
2023
Q2 		$805K Sell
23,774
-2,939
-11% -$98.8K ﹤0.01% 843
2023
Q1 		$956K Buy
26,713
+9,988
+60% +$467K ﹤0.01% 1179
2022
Q4 		$797K Sell
16,725
-8,460
-34% -$415K ﹤0.01% 1257
2022
Q3 		$1.2M Buy
25,185
+3,564
+16% +$185K ﹤0.01% 1050
2022
Q2 		$1.07M Sell
21,621
-576
-3% -$30.7K ﹤0.01% 1122
2022
Q1 		$1.31M Buy
22,197
+1,006
+5% +$63.7K ﹤0.01% 1084
2021
Q4 		$1.31M Buy
21,191
+1,329
+7% +$84K ﹤0.01% 1105
2021
Q3 		$1.2M Sell
19,862
-2,908
-13% -$167K ﹤0.01% 1126
2021
Q2 		$1.31M Sell
22,770
-4,597
-17% -$273K ﹤0.01% 1067
2021
Q1 		$1.55M Buy
27,367
+12,430
+83% +$658K 0.01% 863
2020
Q4 		$677K Buy
14,937
+2,867
+24% +$116K ﹤0.01% 1162
2020
Q3 		$395K Buy
12,070
+1,298
+12% +$43.8K ﹤0.01% 1243
2020
Q2 		$364K Hold
10,772
– – ﹤0.01% 1233
2020
Q1 		$311K Sell
10,772
-800
-7% -$34.2K ﹤0.01% 1124
2019
Q4 		$590K Buy
11,572
+490
+4% +$23.9K ﹤0.01% 985
2019
Q3 		$516K Sell
11,082
-60
-0.5% -$2.73K ﹤0.01% 992
2019
Q2 		$511K Sell
11,142
-225
-2% -$10.3K ﹤0.01% 979
2019
Q1 		$494K Hold
11,367
– – ﹤0.01% 1042
2018
Q4 		$453K Sell
11,367
-100
-0.9% -$4.53K ﹤0.01% 1005
2018
Q3 		$562K Sell
11,467
-541
-5% -$27.7K ﹤0.01% 1030
2018
Q2 		$590K Buy
12,008
+257
+2% +$13.2K ﹤0.01% 954
2018
Q1 		$592K Hold
11,751
– – ﹤0.01% 812
2017
Q4 		$579K Sell
11,751
-300
-2% -$14.4K ﹤0.01% 823
2017
Q3 		$569K Hold
12,051
– – ﹤0.01% 797
2017
Q2 		$549K Hold
12,051
– – ﹤0.01% 807
2017
Q1 		$540K Buy
12,051
+300
+3% +$13.8K ﹤0.01% 820
2016
Q4 		$533K Buy
11,751
+435
+4% +$17.6K ﹤0.01% 777
2016
Q3 		$398K Buy
11,316
+541
+5% +$18.5K ﹤0.01% 873
2016
Q2 		$350K Hold
10,775
– – ﹤0.01% 909
2016
Q1 		$342K Sell
10,775
-2,900
-21% -$90.5K ﹤0.01% 896
2015
Q4 		$478K Buy
13,675
+2,575
+23% +$90.8K ﹤0.01% 704
2015
Q3 		$374K Hold
11,100
– – ﹤0.01% 717
2015
Q2 		$406K Sell
11,100
-200
-2% -$7.17K ﹤0.01% 749
2015
Q1 		$394K Buy
11,300
+1,600
+16% +$54.4K ﹤0.01% 792
2014
Q4 		$339K Sell
9,700
-550
-5% -$18.5K ﹤0.01% 833
2014
Q3 		$340K Buy
10,250
+2,100
+26% +$70.6K ﹤0.01% 807
2014
Q2 		$282K Sell
8,150
-1,000
-11% -$33.7K ﹤0.01% 726
2014
Q1 		$320K Buy
9,150
+200
+2% +$6.69K 0.01% 706
2013
Q4 		$296K Buy
8,950
+350
+4% +$11K 0.01% 535
2013
Q3 		$256K Buy
8,600
+250
+3% +$7.65K 0.01% 543
2013
Q2 		$244K Buy
+8,350
New +$231K 0.01% 526

Other funds holding IAT

RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares US Regional Banks ETF (IAT) stake by 20% in Q3 2023, selling an estimated $167K and leaving 19,133 shares worth $643K. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

JP Morgan Private Wealth Advisors first reported a position in IAT in Q2 2013 and has held it in 42 quarters since. The position peaked at $1.55M in Q1 2021. 158 funds tracked by Wall St. Rank hold IAT as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 19,133 shares of iShares US Regional Banks ETF worth $643K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 4,641 iShares US Regional Banks ETF shares in Q3 2023, an estimated $167K.
  • iShares US Regional Banks ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1143 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares US Regional Banks ETF in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's iShares US Regional Banks ETF position peaked at $1.55M in Q1 2021.
  • 158 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2023.

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