JMPWA
IBN icon

JP Morgan Private Wealth Advisors’s ICICI Bank IBN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IBN Stock Details IBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$6.46M Buy
+279,442
New +$6.57M 0.02% 455
2023
Q2 		– Sell
-416,132
Closed -$8.98M – 1671
2023
Q1 		$8.98M Buy
416,132
+92,446
+29% +$1.93M 0.02% 454
2022
Q4 		$7.09M Buy
323,686
+179,717
+125% +$4M 0.02% 499
2022
Q3 		$3.02M Buy
143,969
+7,986
+6% +$169K 0.01% 710
2022
Q2 		$2.41M Sell
135,983
-1,068
-0.8% -$20K 0.01% 783
2022
Q1 		$2.6M Buy
137,051
+2,529
+2% +$50.5K 0.01% 813
2021
Q4 		$2.66M Buy
134,522
+4,431
+3% +$87.6K 0.01% 804
2021
Q3 		$2.46M Buy
130,091
+2,348
+2% +$44K 0.01% 823
2021
Q2 		$2.18M Buy
127,743
+4,491
+4% +$74.7K 0.01% 840
2021
Q1 		$1.98M Sell
123,252
-2,567
-2% -$41.9K 0.01% 773
2020
Q4 		$1.87M Buy
125,819
+2,141
+2% +$26.9K 0.01% 755
2020
Q3 		$1.22M Buy
123,678
+60,686
+96% +$604K ﹤0.01% 813
2020
Q2 		$585K Buy
62,992
+2,292
+4% +$20.4K ﹤0.01% 1015
2020
Q1 		$516K Buy
60,700
+2,823
+5% +$37.4K ﹤0.01% 916
2019
Q4 		$873K Sell
57,877
-12,090
-17% -$164K ﹤0.01% 850
2019
Q3 		$852K Buy
69,967
+22,078
+46% +$259K ﹤0.01% 813
2019
Q2 		$603K Sell
47,889
-312
-0.6% -$3.62K ﹤0.01% 915
2019
Q1 		$552K Buy
48,201
+627
+1% +$6.51K ﹤0.01% 988
2018
Q4 		$490K Buy
47,574
+1,183
+3% +$11.2K ﹤0.01% 977
2018
Q3 		$394K Buy
46,391
+446
+1% +$3.94K ﹤0.01% 1174
2018
Q2 		$369K Buy
45,945
+1,990
+5% +$17.1K ﹤0.01% 1127
2018
Q1 		$389K Buy
43,955
+10,890
+33% +$108K ﹤0.01% 953
2017
Q4 		$322K Buy
33,065
+356
+1% +$3.28K ﹤0.01% 1028
2017
Q3 		$280K Buy
32,709
+4,247
+15% +$38.8K ﹤0.01% 1039
2017
Q2 		$255K Sell
28,462
-36,668
-56% -$310K ﹤0.01% 1072
2017
Q1 		$509K Sell
65,130
-4,402
-6% -$32.9K ﹤0.01% 844
2016
Q4 		$473K Buy
+69,532
New +$496K ﹤0.01% 826
2016
Q2 		– Sell
-11,690
Closed -$76K – 1285
2016
Q1 		$76K Sell
11,690
-140,965
-92% -$826K ﹤0.01% 1158
2015
Q4 		$1.09M Buy
152,655
+15,944
+12% +$120K 0.01% 503
2015
Q3 		$1.04M Sell
136,711
-3,904
-3% -$33.3K 0.01% 462
2015
Q2 		$1.33M Buy
140,615
+5,334
+4% +$50.1K 0.02% 441
2015
Q1 		$1.27M Sell
135,281
-20,776
-13% -$216K 0.01% 470
2014
Q4 		$1.64M Sell
156,057
-14,185
-8% -$145K 0.02% 421
2014
Q3 		$1.52M Sell
170,242
-148
-0.1% -$1.38K 0.02% 419
2014
Q2 		$1.55M Buy
170,390
+17,446
+11% +$150K 0.03% 336
2014
Q1 		$1.22M Buy
152,944
+109,670
+253% +$732K 0.02% 367
2013
Q4 		$292K Buy
43,274
+4,686
+12% +$29.9K 0.01% 538
2013
Q3 		$214K Sell
38,588
-46,299
-55% -$272K ﹤0.01% 585
2013
Q2 		$591K Buy
+84,887
New +$672K 0.01% 392

Other funds holding IBN

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in ICICI Bank (IBN) in Q3 2023: 279,442 shares worth $6.46M. The stake represents 0.02% of the portfolio and ranks #455 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in IBN as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in IBN in Q2 2013 and has held it in 39 quarters since. The position peaked at $8.98M in Q1 2023. 456 funds tracked by Wall St. Rank hold IBN as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 279,442 shares of ICICI Bank worth $6.46M as of Q3 2023.
  • ICICI Bank was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • ICICI Bank made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #455 holding.
  • JP Morgan Private Wealth Advisors first reported a position in ICICI Bank in Q2 2013 and has held it in 39 quarters since.
  • JP Morgan Private Wealth Advisors's ICICI Bank position peaked at $8.98M in Q1 2023.
  • 456 funds tracked by Wall St. Rank held ICICI Bank as of Q3 2023.

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