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JP Morgan Private Wealth Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IJT Stock Details IJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$19.1M Sell
173,692
-6,716
-4% -$775K 0.05% 281
2023
Q2 		$20.7M Sell
180,408
-8,169
-4% -$892K 0.11% 154
2023
Q1 		$20.7M Sell
188,577
-3,224
-2% -$364K 0.04% 301
2022
Q4 		$20.7M Sell
191,801
-698
-0.4% -$76.7K 0.05% 298
2022
Q3 		$19.6M Buy
192,499
+13,101
+7% +$1.47M 0.05% 286
2022
Q2 		$18.9M Sell
179,398
-33,333
-16% -$3.78M 0.05% 289
2022
Q1 		$26.6M Sell
212,731
-2,590
-1% -$326K 0.06% 278
2021
Q4 		$29.9M Buy
215,321
+3,913
+2% +$533K 0.06% 256
2021
Q3 		$27.5M Buy
211,408
+5,563
+3% +$733K 0.07% 260
2021
Q2 		$27.3M Buy
205,845
+10,724
+5% +$1.4M 0.07% 256
2021
Q1 		$25M Buy
195,121
+1,884
+1% +$239K 0.08% 230
2020
Q4 		$22.1M Buy
193,237
+2,003
+1% +$204K 0.07% 239
2020
Q3 		$16.9M Buy
191,234
+7,998
+4% +$715K 0.07% 239
2020
Q2 		$15.6M Buy
183,236
+10,230
+6% +$797K 0.07% 220
2020
Q1 		$11.9M Sell
173,006
-16,092
-9% -$1.42M 0.07% 236
2019
Q4 		$18.3M Buy
189,098
+8,254
+5% +$762K 0.08% 211
2019
Q3 		$16.1M Buy
180,844
+4,050
+2% +$366K 0.08% 217
2019
Q2 		$16.1M Sell
176,794
-4,040
-2% -$363K 0.09% 213
2019
Q1 		$16.1M Sell
180,834
-120
-0.1% -$10.6K 0.08% 220
2018
Q4 		$14.6M Sell
180,954
-2,786
-2% -$248K 0.09% 208
2018
Q3 		$18.5M Buy
183,740
+1,266
+0.7% +$127K 0.09% 212
2018
Q2 		$17.2M Buy
182,474
+2,414
+1% +$222K 0.1% 199
2018
Q1 		$15.7M Buy
180,060
+220
+0.1% +$19.2K 0.11% 183
2017
Q4 		$15.3M Buy
179,840
+2,720
+2% +$227K 0.1% 186
2017
Q3 		$14.6M Sell
177,120
-7,544
-4% -$588K 0.1% 179
2017
Q2 		$14.4M Sell
184,664
-16,996
-8% -$1.31M 0.11% 175
2017
Q1 		$15.4M Sell
201,660
-6,064
-3% -$460K 0.12% 173
2016
Q4 		$15.6M Buy
207,724
+7,190
+4% +$507K 0.14% 159
2016
Q3 		$13.7M Buy
200,534
+2,128
+1% +$144K 0.13% 165
2016
Q2 		$12.7M Sell
198,406
-118
-0.1% -$7.42K 0.12% 159
2016
Q1 		$12.3M Sell
198,524
-318,802
-62% -$18.6M 0.12% 159
2015
Q4 		$32.2M Buy
517,326
+39,480
+8% +$2.5M 0.33% 84
2015
Q3 		$28.7M Sell
477,846
-6,672
-1% -$427K 0.36% 80
2015
Q2 		$31.7M Buy
484,518
+36,566
+8% +$2.39M 0.36% 77
2015
Q1 		$29.1M Buy
447,952
+215,258
+93% +$13.5M 0.33% 82
2014
Q4 		$14.2M Buy
232,694
+80,444
+53% +$4.72M 0.17% 135
2014
Q3 		$8.57M Buy
152,250
+5,726
+4% +$334K 0.11% 193
2014
Q2 		$8.85M Buy
146,524
+1,166
+0.8% +$67.6K 0.15% 152
2014
Q1 		$8.65M Buy
145,358
+6,424
+5% +$377K 0.16% 148
2013
Q4 		$8.24M Sell
138,934
-31,694
-19% -$1.8M 0.17% 143
2013
Q3 		$9.24M Sell
170,628
-14,712
-8% -$768K 0.21% 129
2013
Q2 		$8.97M Buy
+185,340
New +$8.82M 0.22% 116

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 3.7% in Q3 2023, selling an estimated $775K and leaving 173,692 shares worth $19.1M. The position accounts for 0.05% of the portfolio, ranked #281.

JP Morgan Private Wealth Advisors first reported a position in IJT in Q2 2013 and has held it in 42 quarters since. The position peaked at $32.2M in Q4 2015. 615 funds tracked by Wall St. Rank hold IJT as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 173,692 shares of iShares S&P Small-Cap 600 Growth ETF worth $19.1M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 6,716 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2023, an estimated $775K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.05% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #281 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $32.2M in Q4 2015.
  • 615 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2023.

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