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JP Morgan Private Wealth Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$8.34M Sell
130,932
-33,162
-20% -$2.19M 0.02% 402
2023
Q2 		$10.7M Buy
164,094
+1,200
+0.7% +$71.4K 0.06% 223
2023
Q1 		$9.21M Buy
162,894
+130,818
+408% +$6.82M 0.02% 450
2022
Q4 		$1.5M Sell
32,076
-28,188
-47% -$1.35M ﹤0.01% 953
2022
Q3 		$2.78M Buy
60,264
+3,216
+6% +$169K 0.01% 733
2022
Q2 		$2.8M Buy
57,048
+32,868
+136% +$1.8M 0.01% 739
2022
Q1 		$1.57M Buy
24,180
+2,784
+13% +$179K ﹤0.01% 1002
2021
Q4 		$1.56M Sell
21,396
-414
-2% -$29.8K ﹤0.01% 1019
2021
Q3 		$1.47M Buy
21,810
+2,790
+15% +$194K ﹤0.01% 1034
2021
Q2 		$1.28M Buy
19,020
+6,798
+56% +$433K ﹤0.01% 1084
2021
Q1 		$735K Sell
12,222
-870
-7% -$52K ﹤0.01% 1174
2020
Q4 		$763K Sell
13,092
-126
-1% -$6.9K ﹤0.01% 1110
2020
Q3 		$681K Sell
13,218
-2,376
-15% -$120K ﹤0.01% 1034
2020
Q2 		$726K Buy
15,594
+216
+1% +$9.08K ﹤0.01% 928
2020
Q1 		$543K Sell
15,378
-396
-3% -$15.9K ﹤0.01% 906
2019
Q4 		$637K Sell
15,774
-456
-3% -$17.4K ﹤0.01% 957
2019
Q3 		$587K Buy
16,230
+1,128
+7% +$41.3K ﹤0.01% 942
2019
Q2 		$543K Sell
15,102
-3,516
-19% -$124K ﹤0.01% 953
2019
Q1 		$640K Sell
18,618
-1,836
-9% -$59K ﹤0.01% 938
2018
Q4 		$585K Buy
20,454
+324
+2% +$10K ﹤0.01% 911
2018
Q3 		$703K Hold
20,130
– – ﹤0.01% 949
2018
Q2 		$647K Hold
20,130
– – ﹤0.01% 917
2018
Q1 		$602K Hold
20,130
– – ﹤0.01% 806
2017
Q4 		$566K Hold
20,130
– – ﹤0.01% 828
2017
Q3 		$521K Sell
20,130
-3,600
-15% -$90.9K ﹤0.01% 826
2017
Q2 		$572K Sell
23,730
-5,700
-19% -$137K ﹤0.01% 797
2017
Q1 		$679K Sell
29,430
-11,562
-28% -$257K 0.01% 755
2016
Q4 		$846K Buy
40,992
+24,018
+141% +$494K 0.01% 641
2016
Q3 		$350K Buy
16,974
+996
+6% +$19.7K ﹤0.01% 922
2016
Q2 		$293K Buy
+15,978
New +$293K ﹤0.01% 992
2015
Q3 		– Sell
-11,826
Closed -$204K – 1092
2015
Q2 		$204K Sell
11,826
-600
-5% -$10.6K ﹤0.01% 967
2015
Q1 		$214K Hold
12,426
– – ﹤0.01% 1014
2014
Q4 		$211K Hold
12,426
– – ﹤0.01% 980
2014
Q3 		$203K Buy
+12,426
New +$202K ﹤0.01% 980

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares Expanded Tech Sector ETF (IGM) stake by 20% in Q3 2023, selling an estimated $2.19M and leaving 130,932 shares worth $8.34M. The position accounts for 0.02% of the portfolio, ranked #402.

JP Morgan Private Wealth Advisors first reported a position in IGM in Q3 2014 and has held it in 34 quarters since. The position peaked at $10.7M in Q2 2023. 283 funds tracked by Wall St. Rank hold IGM as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 130,932 shares of iShares Expanded Tech Sector ETF worth $8.34M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 33,162 iShares Expanded Tech Sector ETF shares in Q3 2023, an estimated $2.19M.
  • iShares Expanded Tech Sector ETF made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #402 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares Expanded Tech Sector ETF in Q3 2014 and has held it in 34 quarters since.
  • JP Morgan Private Wealth Advisors's iShares Expanded Tech Sector ETF position peaked at $10.7M in Q2 2023.
  • 283 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2023.

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