JP Morgan Private Wealth Advisors’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IDNA Stock Details IDNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-10,156	Closed	-$294K	–	1949
2022 Q2	$294K	Sell	10,156 -38,315	-79%	-$1.14M	﹤0.01%	1657
2022 Q1	$1.67M	Sell	48,471 -3,284	-6%	-$116K	﹤0.01%	974
2021 Q4	$2.27M	Buy	51,755 +2,585	+5%	+$122K	﹤0.01%	860
2021 Q3	$2.49M	Hold	49,170	–	–	0.01%	814
2021 Q2	$2.56M	Buy	49,170 +3,095	+7%	+$145K	0.01%	788
2021 Q1	$2.11M	Sell	46,075 -3,095	-6%	-$151K	0.01%	747
2020 Q4	$2.26M	Buy	49,170 +8,920	+22%	+$385K	0.01%	684
2020 Q3	$1.57M	Hold	40,250	–	–	0.01%	722
2020 Q2	$1.53M	Hold	40,250	–	–	0.01%	660
2020 Q1	$1.08M	Buy	+40,250	New	+$1.14M	0.01%	686

Other funds holding IDNA

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Private Wealth Advisors's IDNA Position: Q3 2022 in Review

JP Morgan Private Wealth Advisors sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q3 2022, closing a stake of 10,156 shares — an estimated $294K sold.

JP Morgan Private Wealth Advisors first reported a position in IDNA in Q1 2020 and held it in 10 quarters. The position peaked at $2.56M in Q2 2021. 67 funds tracked by Wall St. Rank hold IDNA as of Q3 2022.

JP Morgan Private Wealth Advisors reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q3 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 10,156 iShares Genomics Immunology and Healthcare ETF shares in Q3 2022, an estimated $294K.
JP Morgan Private Wealth Advisors first reported a position in iShares Genomics Immunology and Healthcare ETF in Q1 2020 and held it in 10 quarters.
JP Morgan Private Wealth Advisors's iShares Genomics Immunology and Healthcare ETF position peaked at $2.56M in Q2 2021.
67 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q3 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.