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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$67.6M	Sell	716,314 -41,741	-6%	-$4.17M	0.19%	121
2023 Q2	$75.5M	Sell	758,055 -239,956	-24%	-$22.8M	0.39%	58
2023 Q1	$96.5M	Sell	998,011 -129,334	-11%	-$12.9M	0.2%	112
2022 Q4	$107M	Buy	1,127,345 +133,032	+13%	+$12.8M	0.24%	102
2022 Q3	$86.7M	Buy	994,313 +52,819	+6%	+$5.13M	0.23%	110
2022 Q2	$87M	Buy	941,494 +38,480	+4%	+$3.83M	0.22%	110
2022 Q1	$97.4M	Buy	903,014 +19,554	+2%	+$2.11M	0.21%	111
2021 Q4	$101M	Buy	883,460 +69,500	+9%	+$7.92M	0.22%	110
2021 Q3	$88.9M	Buy	813,960 +74,020	+10%	+$8.15M	0.22%	112
2021 Q2	$83.6M	Buy	739,940 +108,691	+17%	+$12.1M	0.22%	111
2021 Q1	$68.5M	Sell	631,249 -12,423	-2%	-$1.3M	0.22%	113
2020 Q4	$59.2M	Buy	643,672 +43,620	+7%	+$3.58M	0.19%	124
2020 Q3	$42.1M	Buy	600,052 +27,898	+5%	+$2M	0.16%	132
2020 Q2	$39.1M	Sell	572,154 -12,344	-2%	-$779K	0.18%	126
2020 Q1	$32.8M	Sell	584,498 -260,163	-31%	-$19.4M	0.19%	121
2019 Q4	$70.8M	Buy	844,661 +41,067	+5%	+$3.3M	0.32%	82
2019 Q3	$62.6M	Sell	803,594 -5,399	-0.7%	-$418K	0.33%	78
2019 Q2	$63.3M	Sell	808,993 -9,290	-1%	-$721K	0.35%	72
2019 Q1	$63.1M	Sell	818,283 -4,504	-0.5%	-$346K	0.33%	76
2018 Q4	$57M	Buy	822,787 +99,155	+14%	+$7.66M	0.35%	74
2018 Q3	$63.1M	Buy	723,632 +139,255	+24%	+$12.2M	0.31%	81
2018 Q2	$48.8M	Buy	584,377 +116,787	+25%	+$9.52M	0.27%	86
2018 Q1	$36M	Buy	467,590 +39,107	+9%	+$3.04M	0.24%	99
2017 Q4	$32.9M	Buy	428,483 +11,647	+3%	+$878K	0.22%	114
2017 Q3	$30.9M	Buy	416,836 +10,809	+3%	+$757K	0.22%	111
2017 Q2	$28.5M	Buy	406,027 +17,519	+5%	+$1.21M	0.22%	112
2017 Q1	$26.9M	Buy	388,508 +50,878	+15%	+$3.51M	0.21%	117
2016 Q4	$23.2M	Buy	337,630 +53,992	+19%	+$3.48M	0.2%	114
2016 Q3	$17.6M	Buy	283,638 +32,620	+13%	+$1.99M	0.16%	141
2016 Q2	$14.6M	Sell	251,018 -9,960	-4%	-$568K	0.14%	146
2016 Q1	$14.7M	Sell	260,978 -824	-0.3%	-$43K	0.14%	141
2015 Q4	$14.4M	Buy	261,802 +16,690	+7%	+$941K	0.15%	146
2015 Q3	$13.1M	Buy	245,112 +24,894	+11%	+$1.41M	0.16%	139
2015 Q2	$13M	Buy	220,218 +8,792	+4%	+$520K	0.15%	157
2015 Q1	$12.5M	Buy	211,426 +1,132	+0.5%	+$64.9K	0.14%	152
2014 Q4	$12M	Sell	210,294 -7,192	-3%	-$393K	0.14%	156
2014 Q3	$11.3M	Sell	217,486 -20,870	-9%	-$1.14M	0.15%	159
2014 Q2	$13.4M	Buy	238,356 +7,478	+3%	+$404K	0.23%	117
2014 Q1	$12.7M	Buy	230,878 +22,982	+11%	+$1.24M	0.23%	114
2013 Q4	$11.3M	Buy	207,896 +30,302	+17%	+$1.58M	0.23%	116
2013 Q3	$8.86M	Buy	177,594 +54,216	+44%	+$2.62M	0.2%	135
2013 Q2	$5.57M	Buy	+123,378	New	+$5.46M	0.14%	157

Other funds holding IJR

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

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

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

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

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

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

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 5.5% in Q3 2023, selling an estimated $4.17M and leaving 716,314 shares worth $67.6M. The position accounts for 0.19% of the portfolio, ranked #121.

JP Morgan Private Wealth Advisors first reported a position in IJR in Q2 2013 and has held it in 42 quarters since. The position peaked at $107M in Q4 2022. 2,102 funds tracked by Wall St. Rank hold IJR as of Q3 2023.

JP Morgan Private Wealth Advisors held 716,314 shares of iShares Core S&P Small-Cap ETF worth $67.6M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 41,741 iShares Core S&P Small-Cap ETF shares in Q3 2023, an estimated $4.17M.
iShares Core S&P Small-Cap ETF made up 0.19% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #121 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 42 quarters since.
JP Morgan Private Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $107M in Q4 2022.
2,102 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2023.

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