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JP Morgan Private Wealth Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IEO Stock Details IEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-6,317
Closed -$213K – 1609
2020
Q2 		$213K Sell
6,317
-9,000
-59% -$289K ﹤0.01% 1440
2020
Q1 		$350K Sell
15,317
-28,675
-65% -$1.2M ﹤0.01% 1070
2019
Q4 		$2.44M Buy
43,992
+17,790
+68% +$922K 0.01% 577
2019
Q3 		$1.34M Buy
26,202
+577
+2% +$29.8K 0.01% 677
2019
Q2 		$1.44M Sell
25,625
-5,887
-19% -$334K 0.01% 661
2019
Q1 		$1.83M Buy
31,512
+2,662
+9% +$153K 0.01% 636
2018
Q4 		$1.49M Sell
28,850
-62,076
-68% -$3.93M 0.01% 631
2018
Q3 		$6.9M Buy
90,926
+24,497
+37% +$1.82M 0.03% 362
2018
Q2 		$4.94M Sell
66,429
-3,727
-5% -$266K 0.03% 401
2018
Q1 		$4.46M Sell
70,156
-1,411
-2% -$90.5K 0.03% 340
2017
Q4 		$4.65M Sell
71,567
-13,234
-16% -$800K 0.03% 339
2017
Q3 		$4.98M Sell
84,801
-180
-0.2% -$9.78K 0.04% 313
2017
Q2 		$4.65M Buy
84,981
+12,132
+17% +$694K 0.04% 309
2017
Q1 		$4.45M Buy
72,849
+57,363
+370% +$3.6M 0.03% 322
2016
Q4 		$1.01M Hold
15,486
– – 0.01% 598
2016
Q3 		$953K Sell
15,486
-2,504
-14% -$145K 0.01% 602
2016
Q2 		$1.02M Buy
+17,990
New +$1.01M 0.01% 592

Other funds holding IEO

Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

JP Morgan Private Wealth Advisors's IEO Position: Q3 2020 in Review

JP Morgan Private Wealth Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2020, closing a stake of 6,317 shares — an estimated $213K sold.

JP Morgan Private Wealth Advisors first reported a position in IEO in Q2 2016 and held it in 17 quarters. The position peaked at $6.9M in Q3 2018. 73 funds tracked by Wall St. Rank hold IEO as of Q3 2020.

  • JP Morgan Private Wealth Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2020 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 6,317 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2020, an estimated $213K.
  • JP Morgan Private Wealth Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2016 and held it in 17 quarters.
  • JP Morgan Private Wealth Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $6.9M in Q3 2018.
  • 73 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.