JP Morgan Private Wealth Advisors’s iShares US Utilities ETF IDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$316K	Sell	4,295 -97	-2%	-$7.78K	﹤0.01%	1452
2023 Q2	$359K	Sell	4,392 -978	-18%	-$81.4K	﹤0.01%	1166
2023 Q1	$450K	Sell	5,370 -856	-14%	-$71.4K	﹤0.01%	1520
2022 Q4	$539K	Buy	6,226 +95	+2%	+$7.97K	﹤0.01%	1447
2022 Q3	$497K	Buy	6,131 +975	+19%	+$87.8K	﹤0.01%	1455
2022 Q2	$441K	Buy	5,156 +473	+10%	+$41.8K	﹤0.01%	1502
2022 Q1	$426K	Buy	4,683 +204	+5%	+$17.4K	﹤0.01%	1602
2021 Q4	$396K	Buy	+4,479	New	+$375K	﹤0.01%	1635
2021 Q2	–	Sell	-2,735	Closed	-$218K	–	1917
2021 Q1	$218K	Buy	+2,735	New	+$211K	﹤0.01%	1650
2018 Q3	–	Sell	-3,172	Closed	-$209K	–	1597
2018 Q2	$209K	Buy	+3,172	New	+$203K	﹤0.01%	1359

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 IDU Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its iShares US Utilities ETF (IDU) stake by 2.2% in Q3 2023, selling an estimated $7.78K and leaving 4,295 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #1452.

JP Morgan Private Wealth Advisors first reported a position in IDU in Q2 2018 and has held it in 10 quarters since. The position peaked at $539K in Q4 2022. 202 funds tracked by Wall St. Rank hold IDU as of Q3 2023.

JP Morgan Private Wealth Advisors held 4,295 shares of iShares US Utilities ETF worth $316K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 97 iShares US Utilities ETF shares in Q3 2023, an estimated $7.78K.
iShares US Utilities ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1452 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares US Utilities ETF in Q2 2018 and has held it in 10 quarters since.
JP Morgan Private Wealth Advisors's iShares US Utilities ETF position peaked at $539K in Q4 2022.
202 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2023.

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