JP Morgan Private Wealth Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.65M	Buy	39,723 +1,694	+4%	+$69.8K	﹤0.01%	811
2023 Q2	$1.48M	Sell	38,029 -1,621	-4%	-$62.7K	0.01%	658
2023 Q1	$1.55M	Sell	39,650 -33,687	-46%	-$1.36M	﹤0.01%	978
2022 Q4	$2.98M	Buy	73,337 +749	+1%	+$30.4K	0.01%	724
2022 Q3	$2.52M	Sell	72,588 -62,108	-46%	-$2.31M	0.01%	764
2022 Q2	$4.85M	Buy	134,696 +70,190	+109%	+$2.85M	0.01%	572
2022 Q1	$2.61M	Buy	64,506 +58,090	+905%	+$2.13M	0.01%	811
2021 Q4	$202K	Buy	+6,416	New	+$202K	﹤0.01%	1906
2020 Q1	–	Sell	-32,670	Closed	-$983K	–	1475
2019 Q4	$983K	Buy	+32,670	New	+$953K	﹤0.01%	799
2018 Q4	–	Sell	-32,172	Closed	-$1.15M	–	1524
2018 Q3	$1.15M	Buy	+32,172	New	+$1.16M	0.01%	783
2017 Q3	–	Sell	-29,993	Closed	-$950K	–	1262
2017 Q2	$950K	Sell	29,993 -2,456	-8%	-$80.6K	0.01%	635
2017 Q1	$1.11M	Buy	32,449 +1,738	+6%	+$61.1K	0.01%	601
2016 Q4	$1.1M	Sell	30,711 -6,656	-18%	-$232K	0.01%	575
2016 Q3	$1.29M	Buy	37,367 +7,552	+25%	+$254K	0.01%	529
2016 Q2	$990K	Buy	+29,815	New	+$953K	0.01%	599
2014 Q4	–	Sell	-7,488	Closed	-$335K	–	1114
2014 Q3	$335K	Sell	7,488 -12	-0.2%	-$578	﹤0.01%	812
2014 Q2	$375K	Hold	7,500	–	–	0.01%	648
2014 Q1	$332K	Buy	+7,500	New	+$321K	0.01%	696

Other funds holding IGE

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its iShares North American Natural Resources ETF (IGE) stake by 4.5% in Q3 2023, buying an estimated $69.8K and bringing the position to 39,723 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #811.

JP Morgan Private Wealth Advisors first reported a position in IGE in Q1 2014 and has held it in 18 quarters since. The position peaked at $4.85M in Q2 2022. 146 funds tracked by Wall St. Rank hold IGE as of Q3 2023.

JP Morgan Private Wealth Advisors held 39,723 shares of iShares North American Natural Resources ETF worth $1.65M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 1,694 iShares North American Natural Resources ETF shares in Q3 2023, an estimated $69.8K.
iShares North American Natural Resources ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #811 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares North American Natural Resources ETF in Q1 2014 and has held it in 18 quarters since.
JP Morgan Private Wealth Advisors's iShares North American Natural Resources ETF position peaked at $4.85M in Q2 2022.
146 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2023.

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