JP Morgan Private Wealth Advisors’s Icahn Enterprises IEP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-24,614	Closed	-$1.25M	–	1971
2022 Q4	$1.25M	Sell	24,614 -353	-1%	-$18.4K	﹤0.01%	1039
2022 Q3	$1.24M	Buy	24,967 +527	+2%	+$27.2K	﹤0.01%	1041
2022 Q2	$1.18M	Buy	24,440 +3,614	+17%	+$188K	﹤0.01%	1055
2022 Q1	$1.08M	Buy	+20,826	New	+$1.12M	﹤0.01%	1187

Other funds holding IEP

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

PCA

Private Capital Advisors Darien, Connecticut $872M AUM 26.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Private Wealth Advisors's IEP Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of Icahn Enterprises (IEP) in Q1 2023, closing a stake of 24,614 shares — an estimated $1.25M sold.

JP Morgan Private Wealth Advisors first reported a position in IEP in Q1 2022 and held it in 4 quarters. The position peaked at $1.25M in Q4 2022. 172 funds tracked by Wall St. Rank hold IEP as of Q1 2023.

JP Morgan Private Wealth Advisors reported no remaining Icahn Enterprises position as of Q1 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 24,614 Icahn Enterprises shares in Q1 2023, an estimated $1.25M.
JP Morgan Private Wealth Advisors first reported a position in Icahn Enterprises in Q1 2022 and held it in 4 quarters.
JP Morgan Private Wealth Advisors's Icahn Enterprises position peaked at $1.25M in Q4 2022.
172 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.