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JP Morgan Private Wealth Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IMCG Stock Details IMCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$3.05M Sell
53,381
-3,600
-6% -$217K 0.01% 618
2023
Q2 		$3.47M Sell
56,981
-1,321
-2% -$75.8K 0.02% 411
2023
Q1 		$3.36M Sell
58,302
-4,367
-7% -$250K 0.01% 706
2022
Q4 		$3.38M Buy
62,669
+9,220
+17% +$497K 0.01% 687
2022
Q3 		$2.69M Sell
53,449
-7,100
-12% -$396K 0.01% 745
2022
Q2 		$3.15M Sell
60,549
-12,307
-17% -$701K 0.01% 696
2022
Q1 		$4.68M Sell
72,856
-44,070
-38% -$2.84M 0.01% 635
2021
Q4 		$8.56M Buy
116,926
+15,373
+15% +$1.12M 0.02% 471
2021
Q3 		$7M Sell
101,553
-23,836
-19% -$1.68M 0.02% 513
2021
Q2 		$8.64M Buy
125,389
+29,749
+31% +$1.96M 0.02% 450
2021
Q1 		$6.03M Sell
95,640
-762
-0.8% -$49.3K 0.02% 468
2020
Q4 		$6.14M Buy
96,402
+19,866
+26% +$1.17M 0.02% 437
2020
Q3 		$4.09M Buy
76,536
+11,760
+18% +$613K 0.02% 476
2020
Q2 		$3.17M Buy
64,776
+20,700
+47% +$911K 0.01% 469
2020
Q1 		$1.6M Buy
44,076
+510
+1% +$21.6K 0.01% 588
2019
Q4 		$1.91M Buy
43,566
+24,810
+132% +$1.04M 0.01% 626
2019
Q3 		$761K Sell
18,756
-210
-1% -$8.76K ﹤0.01% 856
2019
Q2 		$795K Sell
18,966
-6
-0% -$242 ﹤0.01% 820
2019
Q1 		$744K Sell
18,972
-2,286
-11% -$84.1K ﹤0.01% 880
2018
Q4 		$689K Sell
21,258
-660
-3% -$23K ﹤0.01% 862
2018
Q3 		$861K Buy
21,918
+2,286
+12% +$87.5K ﹤0.01% 875
2018
Q2 		$716K Buy
19,632
+210
+1% +$7.52K ﹤0.01% 885
2018
Q1 		$678K Buy
19,422
+60
+0.3% +$2.1K ﹤0.01% 774
2017
Q4 		$653K Sell
19,362
-5,880
-23% -$193K ﹤0.01% 781
2017
Q3 		$798K Buy
25,242
+3,210
+15% +$99.2K 0.01% 692
2017
Q2 		$672K Sell
22,032
-17,340
-44% -$518K 0.01% 731
2017
Q1 		$1.14M Sell
39,372
-3,480
-8% -$99K 0.01% 595
2016
Q4 		$1.16M Sell
42,852
-270
-0.6% -$7.23K 0.01% 563
2016
Q3 		$1.17M Buy
43,122
+300
+0.7% +$8.09K 0.01% 555
2016
Q2 		$1.11M Sell
42,822
-870
-2% -$22.4K 0.01% 572
2016
Q1 		$1.11M Buy
43,692
+24,660
+130% +$582K 0.01% 530
2015
Q4 		$490K Buy
19,032
+1,110
+6% +$28.8K 0.01% 693
2015
Q3 		$448K Sell
17,922
-720
-4% -$19.3K 0.01% 654
2015
Q2 		$511K Sell
18,642
-810
-4% -$22.6K 0.01% 666
2015
Q1 		$541K Sell
19,452
-252
-1% -$6.74K 0.01% 701
2014
Q4 		$514K Sell
19,704
-342
-2% -$8.63K 0.01% 697
2014
Q3 		$493K Buy
20,046
+792
+4% +$19.7K 0.01% 694
2014
Q2 		$481K Sell
19,254
-180
-0.9% -$4.32K 0.01% 577
2014
Q1 		$470K Sell
19,434
-750
-4% -$18.1K 0.01% 582
2013
Q4 		$480K Buy
20,184
+180
+0.9% +$4.09K 0.01% 459
2013
Q3 		$443K Sell
20,004
-120
-0.6% -$2.58K 0.01% 455
2013
Q2 		$405K Buy
+20,124
New +$403K 0.01% 442

Other funds holding IMCG

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 6.3% in Q3 2023, selling an estimated $217K and leaving 53,381 shares worth $3.05M. The position accounts for 0.01% of the portfolio, ranked #618.

JP Morgan Private Wealth Advisors first reported a position in IMCG in Q2 2013 and has held it in 42 quarters since. The position peaked at $8.64M in Q2 2021. 251 funds tracked by Wall St. Rank hold IMCG as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 53,381 shares of iShares Morningstar Mid-Cap Growth ETF worth $3.05M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 3,600 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2023, an estimated $217K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #618 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $8.64M in Q2 2021.
  • 251 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2023.

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