JP Morgan Private Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$105M	Sell	2,100,715 -175,485	-8%	-$9.2M	0.3%	84
2023 Q2	$119M	Sell	2,276,200 -571,905	-20%	-$28.4M	0.62%	39
2023 Q1	$142M	Buy	2,848,105 +49,640	+2%	+$2.53M	0.3%	80
2022 Q4	$135M	Buy	2,798,465 +464,680	+20%	+$22.4M	0.3%	79
2022 Q3	$102M	Buy	2,333,785 +85,935	+4%	+$4.15M	0.27%	90
2022 Q2	$102M	Buy	2,247,850 +58,130	+3%	+$2.87M	0.26%	95
2022 Q1	$118M	Buy	2,189,720 +76,590	+4%	+$4.08M	0.25%	94
2021 Q4	$120M	Buy	2,113,130 +6,015	+0.3%	+$335K	0.26%	92
2021 Q3	$111M	Buy	2,107,115 +105,050	+5%	+$5.65M	0.27%	89
2021 Q2	$108M	Buy	2,002,065 +226,250	+13%	+$12.2M	0.28%	86
2021 Q1	$92.4M	Sell	1,775,815 -85,570	-5%	-$4.27M	0.3%	79
2020 Q4	$85.6M	Buy	1,861,385 +57,685	+3%	+$2.43M	0.28%	86
2020 Q3	$66.8M	Buy	1,803,700 +114,190	+7%	+$4.27M	0.26%	97
2020 Q2	$60.1M	Sell	1,689,510 -31,490	-2%	-$1.05M	0.27%	94
2020 Q1	$49.5M	Sell	1,721,000 -900,080	-34%	-$33.5M	0.28%	94
2019 Q4	$108M	Buy	2,621,080 +380,155	+17%	+$15.1M	0.49%	51
2019 Q3	$86.6M	Sell	2,240,925 -23,385	-1%	-$899K	0.45%	56
2019 Q2	$88M	Sell	2,264,310 -186,085	-8%	-$7.13M	0.48%	51
2019 Q1	$92.8M	Buy	2,450,395 +17,515	+0.7%	+$647K	0.48%	54
2018 Q4	$80.8M	Buy	2,432,880 +45,960	+2%	+$1.68M	0.49%	50
2018 Q3	$96.1M	Buy	2,386,920 +94,390	+4%	+$3.79M	0.47%	55
2018 Q2	$89.3M	Buy	2,292,530 +208,745	+10%	+$8.06M	0.5%	47
2018 Q1	$78.2M	Buy	2,083,785 +62,780	+3%	+$2.4M	0.53%	46
2017 Q4	$76.7M	Buy	2,021,005 +108,720	+6%	+$4.02M	0.51%	51
2017 Q3	$68.4M	Buy	1,912,285 +227,715	+14%	+$7.93M	0.49%	54
2017 Q2	$58.6M	Buy	1,684,570 +94,095	+6%	+$3.25M	0.44%	60
2017 Q1	$54.5M	Buy	1,590,475 +81,320	+5%	+$2.77M	0.42%	64
2016 Q4	$49.9M	Buy	1,509,155 +108,615	+8%	+$3.44M	0.43%	63
2016 Q3	$43.3M	Buy	1,400,540 +60,925	+5%	+$1.88M	0.4%	69
2016 Q2	$40M	Sell	1,339,615 -213,985	-14%	-$6.28M	0.39%	72
2016 Q1	$44.8M	Buy	1,553,600 +111,370	+8%	+$2.97M	0.43%	60
2015 Q4	$40.2M	Buy	1,442,230 +196,635	+16%	+$5.62M	0.41%	70
2015 Q3	$34M	Buy	1,245,595 +9,315	+0.8%	+$271K	0.43%	66
2015 Q2	$37.1M	Buy	1,236,280 +89,965	+8%	+$2.74M	0.43%	66
2015 Q1	$34.8M	Buy	1,146,315 +113,845	+11%	+$3.37M	0.4%	71
2014 Q4	$29.9M	Buy	1,032,470 +33,655	+3%	+$946K	0.36%	76
2014 Q3	$27.3M	Buy	998,815 +90,575	+10%	+$2.55M	0.35%	75
2014 Q2	$26M	Buy	908,240 +40,665	+5%	+$1.12M	0.44%	67
2014 Q1	$23.9M	Buy	867,575 +42,675	+5%	+$1.15M	0.44%	67
2013 Q4	$22.1M	Buy	824,900 +102,160	+14%	+$2.64M	0.44%	72
2013 Q3	$17.9M	Buy	722,740 +134,540	+23%	+$3.28M	0.41%	77
2013 Q2	$13.6M	Buy	+588,200	New	+$13.7M	0.34%	92

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

JP Morgan Private Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.7% in Q3 2023, selling an estimated $9.2M and leaving 2,100,715 shares worth $105M. The position accounts for 0.3% of the portfolio, ranked #84.

JP Morgan Private Wealth Advisors first reported a position in IJH in Q2 2013 and has held it in 42 quarters since. The position peaked at $142M in Q1 2023. 2,005 funds tracked by Wall St. Rank hold IJH as of Q3 2023.

JP Morgan Private Wealth Advisors held 2,100,715 shares of iShares Core S&P Mid-Cap ETF worth $105M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 175,485 iShares Core S&P Mid-Cap ETF shares in Q3 2023, an estimated $9.2M.
iShares Core S&P Mid-Cap ETF made up 0.3% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #84 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 42 quarters since.
JP Morgan Private Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $142M in Q1 2023.
2,005 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2023.

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