JP Morgan Private Wealth Advisors’s iShares Global Infrastructure ETF IGF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,800
Closed -$229K 1677
2023
Q1
$229K Sell
4,800
-3,664
-43% -$173K ﹤0.01% 1780
2022
Q4
$388K Buy
8,464
+3,153
+59% +$142K ﹤0.01% 1562
2022
Q3
$222K Sell
5,311
-397
-7% -$18.7K ﹤0.01% 1770
2022
Q2
$267K Buy
5,708
+270
+5% +$13.4K ﹤0.01% 1705
2022
Q1
$277K Buy
+5,438
New +$260K ﹤0.01% 1782
2015
Q1
Sell
-11,740
Closed -$495K 1154
2014
Q4
$495K Hold
11,740
0.01% 708
2014
Q3
$498K Hold
11,740
0.01% 690
2014
Q2
$520K Buy
11,740
+477
+4% +$20.4K 0.01% 557
2014
Q1
$469K Hold
11,263
0.01% 583
2013
Q4
$439K Hold
11,263
0.01% 477
2013
Q3
$425K Hold
11,263
0.01% 458
2013
Q2
$396K Buy
+11,263
New +$422K 0.01% 450

Other funds holding IGF

JP Morgan Private Wealth Advisors's IGF Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of iShares Global Infrastructure ETF (IGF) in Q2 2023, closing a stake of 4,800 shares — an estimated $229K sold.

JP Morgan Private Wealth Advisors first reported a position in IGF in Q2 2013 and held it in 12 quarters. The position peaked at $520K in Q2 2014. 279 funds tracked by Wall St. Rank hold IGF as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining iShares Global Infrastructure ETF position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 4,800 iShares Global Infrastructure ETF shares in Q2 2023, an estimated $229K.
  • JP Morgan Private Wealth Advisors first reported a position in iShares Global Infrastructure ETF in Q2 2013 and held it in 12 quarters.
  • JP Morgan Private Wealth Advisors's iShares Global Infrastructure ETF position peaked at $520K in Q2 2014.
  • 279 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.