JP Morgan Private Wealth Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.77M	Sell	35,865 -885	-2%	-$44.9K	0.01%	784
2023 Q2	$1.88M	Sell	36,750 -48,740	-57%	-$2.46M	0.01%	581
2023 Q1	$4.23M	Sell	85,490 -58,265	-41%	-$2.99M	0.01%	629
2022 Q4	$7.7M	Buy	143,755 +5,145	+4%	+$276K	0.02%	483
2022 Q3	$7.08M	Sell	138,610 -18,480	-12%	-$1M	0.02%	469
2022 Q2	$8.03M	Sell	157,090 -13,415	-8%	-$715K	0.02%	457
2022 Q1	$9.65M	Sell	170,505 -12,190	-7%	-$669K	0.02%	448
2021 Q4	$10.6M	Buy	182,695 +1,140	+0.6%	+$62.2K	0.02%	424
2021 Q3	$9.29M	Buy	181,555 +1,315	+0.7%	+$70.1K	0.02%	440
2021 Q2	$9.61M	Buy	180,240 +94,065	+109%	+$4.97M	0.02%	426
2021 Q1	$4.34M	Buy	86,175 +47,550	+123%	+$2.33M	0.01%	548
2020 Q4	$1.81M	Buy	38,625 +12,750	+49%	+$566K	0.01%	771
2020 Q3	$1.04M	Hold	25,875	–	–	﹤0.01%	874
2020 Q2	$999K	Buy	25,875 +150	+0.6%	+$5.65K	﹤0.01%	815
2020 Q1	$858K	Sell	25,725 -2,725	-10%	-$103K	﹤0.01%	754
2019 Q4	$1.14M	Buy	28,450 +4,490	+19%	+$165K	0.01%	758
2019 Q3	$775K	Sell	23,960 -1,085	-4%	-$37.3K	﹤0.01%	847
2019 Q2	$858K	Sell	25,045 -7,000	-22%	-$233K	﹤0.01%	795
2019 Q1	$1.08M	Buy	32,045 +1,695	+6%	+$59K	0.01%	774
2018 Q4	$1M	Sell	30,350 -495	-2%	-$18.8K	0.01%	747
2018 Q3	$1.23M	Buy	30,845 +2,375	+8%	+$90.2K	0.01%	765
2018 Q2	$1M	Buy	28,470 +2,250	+9%	+$76.4K	0.01%	778
2018 Q1	$828K	Sell	26,220 -1,750	-6%	-$56.9K	0.01%	698
2017 Q4	$877K	Buy	27,970 +2,100	+8%	+$63.2K	0.01%	699
2017 Q3	$764K	Sell	25,870 -1,400	-5%	-$41K	0.01%	706
2017 Q2	$810K	Buy	27,270 +2,250	+9%	+$63.3K	0.01%	670
2017 Q1	$671K	Buy	25,020 +16,250	+185%	+$430K	0.01%	756
2016 Q4	$220K	Buy	+8,770	New	+$216K	﹤0.01%	1129
2015 Q3	–	Sell	-7,145	Closed	-$204K	–	1093
2015 Q2	$204K	Buy	+7,145	New	+$194K	﹤0.01%	968

Other funds holding IHF

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WBG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares US Healthcare Providers ETF (IHF) stake by 2.4% in Q3 2023, selling an estimated $44.9K and leaving 35,865 shares worth $1.77M. The position accounts for 0.01% of the portfolio, ranked #784.

JP Morgan Private Wealth Advisors first reported a position in IHF in Q2 2015 and has held it in 29 quarters since. The position peaked at $10.6M in Q4 2021. 202 funds tracked by Wall St. Rank hold IHF as of Q3 2023.

JP Morgan Private Wealth Advisors held 35,865 shares of iShares US Healthcare Providers ETF worth $1.77M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 885 iShares US Healthcare Providers ETF shares in Q3 2023, an estimated $44.9K.
iShares US Healthcare Providers ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #784 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares US Healthcare Providers ETF in Q2 2015 and has held it in 29 quarters since.
JP Morgan Private Wealth Advisors's iShares US Healthcare Providers ETF position peaked at $10.6M in Q4 2021.
202 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2023.

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