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JP Morgan Private Wealth Advisors’s Idacorp IDA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IDA Stock Details IDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.73M Sell
18,431
-517
-3% -$51K ﹤0.01% 793
2023
Q2 		$1.94M Sell
18,948
-9,885
-34% -$1.06M 0.01% 570
2023
Q1 		$3.12M Sell
28,833
-761
-3% -$79.9K 0.01% 731
2022
Q4 		$3.19M Buy
29,594
+2,492
+9% +$258K 0.01% 699
2022
Q3 		$2.68M Buy
27,102
+1,799
+7% +$196K 0.01% 747
2022
Q2 		$2.68M Buy
25,303
+302
+1% +$32.6K 0.01% 749
2022
Q1 		$2.88M Buy
25,001
+4,192
+20% +$456K 0.01% 786
2021
Q4 		$2.36M Buy
20,809
+1,148
+6% +$122K 0.01% 842
2021
Q3 		$2.03M Buy
19,661
+1,975
+11% +$206K 0.01% 894
2021
Q2 		$1.72M Buy
17,686
+4,437
+33% +$445K ﹤0.01% 937
2021
Q1 		$1.32M Sell
13,249
-909
-6% -$83.1K ﹤0.01% 916
2020
Q4 		$1.36M Buy
14,158
+935
+7% +$85.1K ﹤0.01% 883
2020
Q3 		$1.06M Buy
13,223
+3,152
+31% +$278K ﹤0.01% 871
2020
Q2 		$880K Buy
10,071
+7,440
+283% +$671K ﹤0.01% 860
2020
Q1 		$231K Buy
+2,631
New +$271K ﹤0.01% 1236
2015
Q3 		– Sell
-3,881
Closed -$218K – 1091
2015
Q2 		$218K Sell
3,881
-4,511
-54% -$269K ﹤0.01% 946
2015
Q1 		$528K Buy
+8,392
New +$540K 0.01% 704

Other funds holding IDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Idacorp (IDA) stake by 2.7% in Q3 2023, selling an estimated $51K and leaving 18,431 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #793.

JP Morgan Private Wealth Advisors first reported a position in IDA in Q1 2015 and has held it in 17 quarters since. The position peaked at $3.19M in Q4 2022. 389 funds tracked by Wall St. Rank hold IDA as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 18,431 shares of Idacorp worth $1.73M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 517 Idacorp shares in Q3 2023, an estimated $51K.
  • Idacorp made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #793 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Idacorp in Q1 2015 and has held it in 17 quarters since.
  • JP Morgan Private Wealth Advisors's Idacorp position peaked at $3.19M in Q4 2022.
  • 389 funds tracked by Wall St. Rank held Idacorp as of Q3 2023.

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