JP Morgan Private Wealth Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$29.6M	Sell	409,335 -19,204	-4%	-$1.45M	0.08%	221
2023 Q2	$32.1M	Sell	428,539 -19,856	-4%	-$1.42M	0.17%	116
2023 Q1	$32.1M	Buy	448,395 +7,260	+2%	+$519K	0.07%	247
2022 Q4	$30.1M	Sell	441,135 -10,614	-2%	-$730K	0.07%	251
2022 Q3	$28.5M	Buy	451,749 +16,573	+4%	+$1.14M	0.07%	235
2022 Q2	$27.7M	Sell	435,176 -52,688	-11%	-$3.7M	0.07%	241
2022 Q1	$37.7M	Sell	487,864 -14,476	-3%	-$1.12M	0.08%	230
2021 Q4	$42.8M	Buy	502,340 +8,264	+2%	+$693K	0.09%	207
2021 Q3	$39.1M	Buy	494,076 +3,009	+0.6%	+$244K	0.1%	211
2021 Q2	$39.7M	Buy	491,067 +29,443	+6%	+$2.36M	0.1%	202
2021 Q1	$36.2M	Sell	461,624 -8,987	-2%	-$692K	0.12%	183
2020 Q4	$34M	Buy	470,611 +11,579	+3%	+$772K	0.11%	191
2020 Q3	$27.4M	Buy	459,032 +28,660	+7%	+$1.71M	0.11%	180
2020 Q2	$24.1M	Buy	430,372 +13,796	+3%	+$716K	0.11%	176
2020 Q1	$18.6M	Sell	416,576 -14,500	-3%	-$798K	0.11%	181
2019 Q4	$25.7M	Sell	431,076 -2,508	-0.6%	-$144K	0.12%	172
2019 Q3	$24.3M	Buy	433,584 +9,544	+2%	+$537K	0.13%	157
2019 Q2	$24M	Sell	424,040 -12,608	-3%	-$699K	0.13%	162
2019 Q1	$23.9M	Buy	436,648 +5,260	+1%	+$278K	0.12%	172
2018 Q4	$20.6M	Buy	431,388 +82,660	+24%	+$4.33M	0.13%	165
2018 Q3	$20.3M	Buy	348,728 +808	+0.2%	+$46.9K	0.1%	202
2018 Q2	$19.6M	Buy	347,920 +53,524	+18%	+$2.99M	0.11%	187
2018 Q1	$16.1M	Buy	294,396 +12,168	+4%	+$673K	0.11%	182
2017 Q4	$15.2M	Buy	282,228 +5,972	+2%	+$315K	0.1%	188
2017 Q3	$14M	Buy	276,256 +624	+0.2%	+$30.8K	0.1%	183
2017 Q2	$13.5M	Sell	275,632 -8,984	-3%	-$437K	0.1%	178
2017 Q1	$13.6M	Buy	284,616 +7,424	+3%	+$350K	0.11%	178
2016 Q4	$12.6M	Buy	277,192 +11,264	+4%	+$496K	0.11%	176
2016 Q3	$11.6M	Buy	265,928 +68	+0%	+$2.98K	0.11%	179
2016 Q2	$11.2M	Buy	265,860 +3,336	+1%	+$138K	0.11%	172
2016 Q1	$10.7M	Sell	262,524 -438,216	-63%	-$16.7M	0.1%	175
2015 Q4	$28.2M	Buy	700,740 +11,660	+2%	+$477K	0.29%	93
2015 Q3	$27.1M	Sell	689,080 -36,244	-5%	-$1.51M	0.34%	84
2015 Q2	$30.7M	Buy	725,324 +42,012	+6%	+$1.8M	0.35%	80
2015 Q1	$29.3M	Buy	683,312 +333,804	+96%	+$13.8M	0.33%	80
2014 Q4	$14M	Buy	349,508 +110,940	+47%	+$4.31M	0.17%	136
2014 Q3	$9.03M	Buy	238,568 +6,932	+3%	+$269K	0.12%	189
2014 Q2	$9.1M	Buy	231,636 +12,180	+6%	+$460K	0.15%	145
2014 Q1	$8.39M	Buy	219,456 +10,180	+5%	+$383K	0.15%	152
2013 Q4	$7.86M	Sell	209,276 -29,680	-12%	-$1.07M	0.16%	148
2013 Q3	$8.31M	Sell	238,956 -8,260	-3%	-$281K	0.19%	138
2013 Q2	$7.96M	Buy	+247,216	New	+$8.02M	0.2%	131

Other funds holding IJK

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 4.5% in Q3 2023, selling an estimated $1.45M and leaving 409,335 shares worth $29.6M. The position accounts for 0.08% of the portfolio, ranked #221.

JP Morgan Private Wealth Advisors first reported a position in IJK in Q2 2013 and has held it in 42 quarters since. The position peaked at $42.8M in Q4 2021. 733 funds tracked by Wall St. Rank hold IJK as of Q3 2023.

JP Morgan Private Wealth Advisors held 409,335 shares of iShares S&P Mid-Cap 400 Growth ETF worth $29.6M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 19,204 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2023, an estimated $1.45M.
iShares S&P Mid-Cap 400 Growth ETF made up 0.08% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #221 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 42 quarters since.
JP Morgan Private Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $42.8M in Q4 2021.
733 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2023.

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