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JP Morgan Private Wealth Advisors’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio INDY Stock Details INDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$262K Sell
5,789
-2,207
-28% -$100K ﹤0.01% 1537
2023
Q2 		$360K Sell
7,996
-3,696
-32% -$158K ﹤0.01% 1165
2023
Q1 		$481K Hold
11,692
– – ﹤0.01% 1494
2022
Q4 		$495K Buy
11,692
+49
+0.4% +$2.15K ﹤0.01% 1481
2022
Q3 		$491K Buy
11,643
+1,880
+19% +$82K ﹤0.01% 1463
2022
Q2 		$401K Buy
9,763
+90
+0.9% +$3.92K ﹤0.01% 1536
2022
Q1 		$447K Buy
9,673
+480
+5% +$22.3K ﹤0.01% 1585
2021
Q4 		$435K Buy
9,193
+750
+9% +$38.1K ﹤0.01% 1608
2021
Q3 		$436K Sell
8,443
-158
-2% -$7.76K ﹤0.01% 1553
2021
Q2 		$402K Buy
+8,601
New +$389K ﹤0.01% 1560
2020
Q1 		– Sell
-9,369
Closed -$362K – 1480
2019
Q4 		$362K Buy
9,369
+693
+8% +$26K ﹤0.01% 1159
2019
Q3 		$318K Sell
8,676
-9,791
-53% -$352K ﹤0.01% 1167
2019
Q2 		$709K Sell
18,467
-3,980
-18% -$151K ﹤0.01% 866
2019
Q1 		$851K Sell
22,447
-2,400
-10% -$85K ﹤0.01% 844
2018
Q4 		$878K Buy
24,847
+2,715
+12% +$90.5K 0.01% 793
2018
Q3 		$757K Buy
+22,132
New +$805K ﹤0.01% 924
2013
Q4 		– Sell
-11,961
Closed -$251K – 694
2013
Q3 		$251K Buy
11,961
+2,765
+30% +$59K 0.01% 547
2013
Q2 		$205K Buy
+9,196
New +$221K 0.01% 572

Other funds holding INDY

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCG
Cypress Capital Group Palm Beach, Florida $1.07B AUM 35.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares S&P India Nifty 50 Index Fund (INDY) stake by 28% in Q3 2023, selling an estimated $100K and leaving 5,789 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

JP Morgan Private Wealth Advisors first reported a position in INDY in Q2 2013 and has held it in 18 quarters since. The position peaked at $878K in Q4 2018. 85 funds tracked by Wall St. Rank hold INDY as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 5,789 shares of iShares S&P India Nifty 50 Index Fund worth $262K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 2,207 iShares S&P India Nifty 50 Index Fund shares in Q3 2023, an estimated $100K.
  • iShares S&P India Nifty 50 Index Fund made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1537 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares S&P India Nifty 50 Index Fund in Q2 2013 and has held it in 18 quarters since.
  • JP Morgan Private Wealth Advisors's iShares S&P India Nifty 50 Index Fund position peaked at $878K in Q4 2018.
  • 85 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q3 2023.

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