JP Morgan Private Wealth Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$706K	Buy	11,996 +48	+0.4%	+$2.94K	﹤0.01%	1103
2023 Q2	$730K	Sell	11,948 -1,882	-14%	-$109K	﹤0.01%	881
2023 Q1	$780K	Buy	13,830 +440	+3%	+$24.2K	﹤0.01%	1284
2022 Q4	$705K	Buy	13,390 +47	+0.4%	+$2.49K	﹤0.01%	1315
2022 Q3	$659K	Buy	13,343 +1,254	+10%	+$68.8K	﹤0.01%	1341
2022 Q2	$628K	Buy	12,089 +30	+0.2%	+$1.7K	﹤0.01%	1360
2022 Q1	$758K	Buy	12,059 +31	+0.3%	+$1.92K	﹤0.01%	1340
2021 Q4	$799K	Buy	+12,028	New	+$777K	﹤0.01%	1352
2015 Q2	–	Sell	-7,564	Closed	-$229K	–	1096
2015 Q1	$229K	Buy	+7,564	New	+$232K	﹤0.01%	988

Other funds holding ILCB

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

JP Morgan Private Wealth Advisors increased its iShares Morningstar US Equity ETF (ILCB) stake by 0.4% in Q3 2023, buying an estimated $2.94K and bringing the position to 11,996 shares worth $706K. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

JP Morgan Private Wealth Advisors first reported a position in ILCB in Q1 2015 and has held it in 9 quarters since. The position peaked at $799K in Q4 2021. 138 funds tracked by Wall St. Rank hold ILCB as of Q3 2023.

JP Morgan Private Wealth Advisors held 11,996 shares of iShares Morningstar US Equity ETF worth $706K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 48 iShares Morningstar US Equity ETF shares in Q3 2023, an estimated $2.94K.
iShares Morningstar US Equity ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1103 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares Morningstar US Equity ETF in Q1 2015 and has held it in 9 quarters since.
JP Morgan Private Wealth Advisors's iShares Morningstar US Equity ETF position peaked at $799K in Q4 2021.
138 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q3 2023.

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