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JP Morgan Private Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-13,004
Closed -$268K – 1669
2023
Q1 		$268K Buy
+13,004
New +$265K ﹤0.01% 1725
2022
Q1 		– Sell
-27,836
Closed -$553K – 2039
2021
Q4 		$553K Buy
+27,836
New +$518K ﹤0.01% 1511

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

JP Morgan Private Wealth Advisors's IBKR Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Interactive Brokers (IBKR) in Q2 2023, closing a stake of 13,004 shares — an estimated $268K sold.

JP Morgan Private Wealth Advisors first reported a position in IBKR in Q4 2021 and held it in 2 quarters. The position peaked at $553K in Q4 2021. 424 funds tracked by Wall St. Rank hold IBKR as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Interactive Brokers position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 13,004 Interactive Brokers shares in Q2 2023, an estimated $268K.
  • JP Morgan Private Wealth Advisors first reported a position in Interactive Brokers in Q4 2021 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Interactive Brokers position peaked at $553K in Q4 2021.
  • 424 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.