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JP Morgan Private Wealth Advisors’s IDEX IEX Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2.03M Sell
9,775
-57
-0.6% -$12.4K 0.01% 728
2023
Q2 		$2.12M Buy
9,832
+144
+1% +$30.3K 0.01% 544
2023
Q1 		$2.24M Sell
9,688
-372
-4% -$84.4K ﹤0.01% 841
2022
Q4 		$2.3M Buy
10,060
+578
+6% +$129K 0.01% 794
2022
Q3 		$1.9M Buy
9,482
+89
+0.9% +$18K 0.01% 862
2022
Q2 		$1.71M Buy
9,393
+482
+5% +$90.8K ﹤0.01% 892
2022
Q1 		$1.71M Buy
8,911
+816
+10% +$166K ﹤0.01% 966
2021
Q4 		$1.91M Buy
8,095
+52
+0.6% +$11.8K ﹤0.01% 930
2021
Q3 		$1.67M Buy
8,043
+157
+2% +$34.9K ﹤0.01% 976
2021
Q2 		$1.74M Sell
7,886
-244
-3% -$53.9K ﹤0.01% 935
2021
Q1 		$1.7M Sell
8,130
-1,038
-11% -$206K 0.01% 823
2020
Q4 		$1.83M Buy
9,168
+1,135
+14% +$216K 0.01% 769
2020
Q3 		$1.47M Buy
8,033
+166
+2% +$28.7K 0.01% 741
2020
Q2 		$1.24M Buy
7,867
+76
+1% +$11.6K 0.01% 733
2020
Q1 		$1.08M Buy
7,791
+925
+13% +$145K 0.01% 688
2019
Q4 		$1.18M Buy
+6,866
New +$1.11M 0.01% 743
2018
Q4 		– Sell
-2,249
Closed -$339K – 1523
2018
Q3 		$339K Sell
2,249
-7
-0.3% -$1.04K ﹤0.01% 1231
2018
Q2 		$308K Buy
2,256
+169
+8% +$23.6K ﹤0.01% 1198
2018
Q1 		$297K Sell
2,087
-4
-0.2% -$558 ﹤0.01% 1045
2017
Q4 		$276K Buy
+2,091
New +$269K ﹤0.01% 1080

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its IDEX (IEX) stake by 0.58% in Q3 2023, selling an estimated $12.4K and leaving 9,775 shares worth $2.03M. The position accounts for 0.01% of the portfolio, ranked #728.

JP Morgan Private Wealth Advisors first reported a position in IEX in Q4 2017 and has held it in 20 quarters since. The position peaked at $2.3M in Q4 2022. 618 funds tracked by Wall St. Rank hold IEX as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 9,775 shares of IDEX worth $2.03M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 57 IDEX shares in Q3 2023, an estimated $12.4K.
  • IDEX made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #728 holding.
  • JP Morgan Private Wealth Advisors first reported a position in IDEX in Q4 2017 and has held it in 20 quarters since.
  • JP Morgan Private Wealth Advisors's IDEX position peaked at $2.3M in Q4 2022.
  • 618 funds tracked by Wall St. Rank held IDEX as of Q3 2023.

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