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JP Morgan Private Wealth Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ILCG Stock Details ILCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$3.48M Buy
58,330
+8,911
+18% +$554K 0.01% 584
2023
Q2 		$3.08M Buy
49,419
+11,785
+31% +$677K 0.02% 446
2023
Q1 		$2.08M Sell
37,634
-4,447
-11% -$233K ﹤0.01% 863
2022
Q4 		$2.05M Buy
42,081
+1,218
+3% +$60.9K ﹤0.01% 838
2022
Q3 		$1.97M Sell
40,863
-3,468
-8% -$187K 0.01% 845
2022
Q2 		$2.22M Sell
44,331
-18
-0% -$998 0.01% 807
2022
Q1 		$2.88M Sell
44,349
-3,320
-7% -$212K 0.01% 787
2021
Q4 		$3.42M Sell
47,669
-4,804
-9% -$338K 0.01% 724
2021
Q3 		$3.44M Sell
52,473
-814
-2% -$55K 0.01% 694
2021
Q2 		$3.45M Sell
53,287
-5,318
-9% -$326K 0.01% 687
2021
Q1 		$3.38M Sell
58,605
-5,855
-9% -$343K 0.01% 607
2020
Q4 		$3.74M Buy
64,460
+2,250
+4% +$125K 0.01% 564
2020
Q3 		$3.33M Sell
62,210
-2,600
-4% -$134K 0.01% 521
2020
Q2 		$3.04M Sell
64,810
-1,190
-2% -$51.7K 0.01% 480
2020
Q1 		$2.45M Sell
66,000
-10
-0% -$418 0.01% 490
2019
Q4 		$2.77M Sell
66,010
-725
-1% -$28.8K 0.01% 549
2019
Q3 		$2.56M Buy
66,735
+7,260
+12% +$282K 0.01% 540
2019
Q2 		$2.28M Sell
59,475
-145
-0.2% -$5.42K 0.01% 564
2019
Q1 		$2.18M Sell
59,620
-740
-1% -$25.7K 0.01% 594
2018
Q4 		$1.91M Sell
60,360
-25,975
-30% -$878K 0.01% 579
2018
Q3 		$3.21M Buy
86,335
+9,580
+12% +$347K 0.02% 521
2018
Q2 		$2.68M Buy
76,755
+7,675
+11% +$261K 0.02% 534
2018
Q1 		$2.26M Buy
69,080
+6,895
+11% +$229K 0.02% 455
2017
Q4 		$1.95M Buy
62,185
+5,325
+9% +$162K 0.01% 487
2017
Q3 		$1.67M Buy
56,860
+6,020
+12% +$173K 0.01% 509
2017
Q2 		$1.42M Buy
50,840
+11,635
+30% +$320K 0.01% 534
2017
Q1 		$1.03M Buy
39,205
+27,525
+236% +$706K 0.01% 618
2016
Q4 		$283K Hold
11,680
– – ﹤0.01% 1017
2016
Q3 		$285K Buy
11,680
+860
+8% +$20.9K ﹤0.01% 1011
2016
Q2 		$253K Sell
10,820
-2,595
-19% -$61.2K ﹤0.01% 1052
2016
Q1 		$317K Buy
13,415
+15
+0.1% +$337 ﹤0.01% 928
2015
Q4 		$322K Hold
13,400
– – ﹤0.01% 838
2015
Q3 		$300K Hold
13,400
– – ﹤0.01% 794
2015
Q2 		$318K Buy
13,400
+5
+0% +$120 ﹤0.01% 825
2015
Q1 		$317K Buy
+13,395
New +$312K ﹤0.01% 867

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its iShares Morningstar Growth ETF (ILCG) stake by 18% in Q3 2023, buying an estimated $554K and bringing the position to 58,330 shares worth $3.48M. The position accounts for 0.01% of the portfolio, ranked #584.

JP Morgan Private Wealth Advisors first reported a position in ILCG in Q1 2015 and has held it in 35 quarters since. The position peaked at $3.74M in Q4 2020. 214 funds tracked by Wall St. Rank hold ILCG as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 58,330 shares of iShares Morningstar Growth ETF worth $3.48M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 8,911 iShares Morningstar Growth ETF shares in Q3 2023, an estimated $554K.
  • iShares Morningstar Growth ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #584 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares Morningstar Growth ETF in Q1 2015 and has held it in 35 quarters since.
  • JP Morgan Private Wealth Advisors's iShares Morningstar Growth ETF position peaked at $3.74M in Q4 2020.
  • 214 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2023.

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