JP Morgan Private Wealth Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$3.02M	Sell	82,640 -11,865	-13%	-$461K	0.01%	620
2023 Q2	$3.69M	Sell	94,505 -4,314	-4%	-$161K	0.02%	392
2023 Q1	$3.69M	Buy	98,819 +6,846	+7%	+$259K	0.01%	671
2022 Q4	$3.33M	Buy	91,973 +68,017	+284%	+$2.43M	0.01%	692
2022 Q3	$772K	Buy	23,956 +10,532	+78%	+$380K	﹤0.01%	1261
2022 Q2	$457K	Buy	13,424 +691	+5%	+$25.5K	﹤0.01%	1486
2022 Q1	$496K	Buy	12,733 +4,555	+56%	+$170K	﹤0.01%	1536
2021 Q4	$313K	Buy	+8,178	New	+$300K	﹤0.01%	1732

Other funds holding IFRA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares US Infrastructure ETF (IFRA) stake by 13% in Q3 2023, selling an estimated $461K and leaving 82,640 shares worth $3.02M. The position accounts for 0.01% of the portfolio, ranked #620.

JP Morgan Private Wealth Advisors first reported a position in IFRA in Q4 2021 and has held it in 8 quarters since. The position peaked at $3.69M in Q2 2023. 332 funds tracked by Wall St. Rank hold IFRA as of Q3 2023.

JP Morgan Private Wealth Advisors held 82,640 shares of iShares US Infrastructure ETF worth $3.02M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 11,865 iShares US Infrastructure ETF shares in Q3 2023, an estimated $461K.
iShares US Infrastructure ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #620 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares US Infrastructure ETF in Q4 2021 and has held it in 8 quarters since.
JP Morgan Private Wealth Advisors's iShares US Infrastructure ETF position peaked at $3.69M in Q2 2023.
332 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q3 2023.

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