JP Morgan Private Wealth Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $266K | Hold |
4,515
| – | – | ﹤0.01% | 1529 |
|
|
2023
Q2 | $270K | Sell |
4,515
-612
| -12% | -$36.4K | ﹤0.01% | 1280 |
|
|
2023
Q1 | $300K | Sell |
5,127
-192
| -4% | -$11.6K | ﹤0.01% | 1679 |
|
|
2022
Q4 | $330K | Sell |
5,319
-33
| -0.6% | -$1.99K | ﹤0.01% | 1623 |
|
|
2022
Q3 | $303K | Hold |
5,352
| – | – | ﹤0.01% | 1642 |
|
|
2022
Q2 | $342K | Buy |
5,352
+3
| +0.1% | +$190 | ﹤0.01% | 1598 |
|
|
2022
Q1 | $346K | Sell |
5,349
-7,584
| -59% | -$481K | ﹤0.01% | 1693 |
|
|
2021
Q4 | $861K | Buy |
12,933
+5,622
| +77% | +$357K | ﹤0.01% | 1321 |
|
|
2021
Q3 | $446K | Buy |
7,311
+3
| +0% | +$191 | ﹤0.01% | 1541 |
|
|
2021
Q2 | $453K | Buy |
7,308
+1,110
| +18% | +$67.5K | ﹤0.01% | 1515 |
|
|
2021
Q1 | $367K | Sell |
6,198
-2,097
| -25% | -$126K | ﹤0.01% | 1443 |
|
|
2020
Q4 | $496K | Buy |
8,295
+1,287
| +18% | +$73.4K | ﹤0.01% | 1293 |
|
|
2020
Q3 | $382K | Sell |
7,008
-2,145
| -23% | -$116K | ﹤0.01% | 1261 |
|
|
2020
Q2 | $470K | Buy |
9,153
+153
| +2% | +$7.69K | ﹤0.01% | 1134 |
|
|
2020
Q1 | $404K | Buy |
9,000
+12
| +0.1% | +$605 | ﹤0.01% | 1011 |
|
|
2019
Q4 | $480K | Sell |
8,988
-243
| -3% | -$12K | ﹤0.01% | 1067 |
|
|
2019
Q3 | $430K | Sell |
9,231
-105
| -1% | -$5.03K | ﹤0.01% | 1050 |
|
|
2019
Q2 | $469K | Sell |
9,336
-105
| -1% | -$5.19K | ﹤0.01% | 1013 |
|
|
2019
Q1 | $485K | Sell |
9,441
-966
| -9% | -$48.1K | ﹤0.01% | 1050 |
|
|
2018
Q4 | $488K | Buy |
10,407
+135
| +1% | +$6.92K | ﹤0.01% | 980 |
|
|
2018
Q3 | $575K | Buy |
10,272
+3
| +0% | +$164 | ﹤0.01% | 1021 |
|
|
2018
Q2 | $518K | Buy |
10,269
+300
| +3% | +$14.9K | ﹤0.01% | 998 |
|
|
2018
Q1 | $490K | Hold |
9,969
| – | – | ﹤0.01% | 880 |
|
|
2017
Q4 | $513K | Buy |
9,969
+111
| +1% | +$5.7K | ﹤0.01% | 861 |
|
|
2017
Q3 | $514K | Buy |
9,858
+3,915
| +66% | +$201K | ﹤0.01% | 831 |
|
|
2017
Q2 | $307K | Hold |
5,943
| – | – | ﹤0.01% | 1009 |
|
|
2017
Q1 | $299K | Buy |
+5,943
| New | +$294K | ﹤0.01% | 1068 |
|
|
2016
Q4 | – | Sell |
-8,241
| Closed | -$411K | – | 1271 |
|
|
2016
Q3 | $411K | Buy |
8,241
+357
| +5% | +$18.1K | ﹤0.01% | 859 |
|
|
2016
Q2 | $380K | Sell |
7,884
-102
| -1% | -$4.85K | ﹤0.01% | 883 |
|
|
2016
Q1 | $365K | Sell |
7,986
-375
| -4% | -$17.5K | ﹤0.01% | 871 |
|
|
2015
Q4 | $451K | Buy |
8,361
+147
| +2% | +$7.73K | ﹤0.01% | 728 |
|
|
2015
Q3 | $405K | Buy |
8,214
+2,325
| +39% | +$133K | 0.01% | 691 |
|
|
2015
Q2 | $343K | Buy |
5,889
+900
| +18% | +$52.6K | ﹤0.01% | 798 |
|
|
2015
Q1 | $286K | Sell |
4,989
-573
| -10% | -$31.3K | ﹤0.01% | 907 |
|
|
2014
Q4 | $281K | Sell |
5,562
-225
| -4% | -$11K | ﹤0.01% | 896 |
|
|
2014
Q3 | $271K | Buy |
5,787
+717
| +14% | +$32.4K | ﹤0.01% | 876 |
|
|
2014
Q2 | $228K | Buy |
+5,070
| New | +$218K | ﹤0.01% | 778 |
|
Other funds holding IHE
RJA
RIG
JP Morgan Private Wealth Advisors's IHE Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors held its iShares US Pharmaceuticals ETF (IHE) position steady in Q3 2023 at 4,515 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1529.
JP Morgan Private Wealth Advisors first reported a position in IHE in Q2 2014 and has held it in 37 quarters since. The position peaked at $861K in Q4 2021. 128 funds tracked by Wall St. Rank hold IHE as of Q3 2023.
- JP Morgan Private Wealth Advisors held 4,515 shares of iShares US Pharmaceuticals ETF worth $266K as of Q3 2023.
- JP Morgan Private Wealth Advisors left its iShares US Pharmaceuticals ETF share count unchanged in Q3 2023.
- iShares US Pharmaceuticals ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1529 holding.
- JP Morgan Private Wealth Advisors first reported a position in iShares US Pharmaceuticals ETF in Q2 2014 and has held it in 37 quarters since.
- JP Morgan Private Wealth Advisors's iShares US Pharmaceuticals ETF position peaked at $861K in Q4 2021.
- 128 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.