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JP Morgan Private Wealth Advisors’s iShares Global 100 ETF IOO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IOO Stock Details IOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2.71M Sell
37,023
-261
-0.7% -$19.8K 0.01% 648
2023
Q2 		$2.84M Sell
37,284
-3,798
-9% -$277K 0.01% 461
2023
Q1 		$2.88M Buy
41,082
+1,198
+3% +$80.4K 0.01% 749
2022
Q4 		$2.55M Buy
39,884
+11
+0% +$706 0.01% 759
2022
Q3 		$2.37M Sell
39,873
-20
-0.1% -$1.33K 0.01% 784
2022
Q2 		$2.56M Sell
39,893
-213
-0.5% -$14.8K 0.01% 764
2022
Q1 		$3.05M Buy
40,106
+190
+0.5% +$14.2K 0.01% 764
2021
Q4 		$3.11M Buy
39,916
+194
+0.5% +$14.7K 0.01% 759
2021
Q3 		$2.83M Buy
39,722
+19
+0% +$1.39K 0.01% 763
2021
Q2 		$2.82M Buy
39,703
+990
+3% +$69K 0.01% 751
2021
Q1 		$2.56M Sell
38,713
-127
-0.3% -$8.24K 0.01% 685
2020
Q4 		$2.44M Buy
38,840
+148
+0.4% +$8.8K 0.01% 665
2020
Q3 		$2.18M Buy
38,692
+292
+0.8% +$16.5K 0.01% 628
2020
Q2 		$2.03M Buy
38,400
+5,207
+16% +$260K 0.01% 584
2020
Q1 		$1.48M Sell
33,193
-1,600
-5% -$82.1K 0.01% 602
2019
Q4 		$1.88M Sell
34,793
-3,386
-9% -$174K 0.01% 629
2019
Q3 		$1.89M Sell
38,179
-5,383
-12% -$262K 0.01% 599
2019
Q2 		$2.13M Sell
43,562
-70,620
-62% -$3.42M 0.01% 581
2019
Q1 		$5.43M Hold
114,182
– – 0.03% 387
2018
Q4 		$4.84M Sell
114,182
-67,512
-37% -$3.08M 0.03% 366
2018
Q3 		$8.87M Buy
181,694
+105,073
+137% +$5.03M 0.04% 320
2018
Q2 		$3.51M Buy
+76,621
New +$3.57M 0.02% 473
2018
Q1 		– Sell
-76,890
Closed -$3.56M – 1339
2017
Q4 		$3.56M Buy
76,890
+90
+0.1% +$4.11K 0.02% 384
2017
Q3 		$3.39M Hold
76,800
– – 0.02% 375
2017
Q2 		$3.23M Buy
76,800
+158
+0.2% +$6.64K 0.02% 372
2017
Q1 		$3.13M Buy
+76,642
New +$3.05M 0.02% 387
2016
Q4 		– Sell
-72,664
Closed -$2.72M – 1272
2016
Q3 		$2.72M Hold
72,664
– – 0.03% 376
2016
Q2 		$2.6M Buy
72,664
+114
+0.2% +$4.12K 0.03% 391
2016
Q1 		$2.61M Buy
72,550
+3,386
+5% +$117K 0.02% 344
2015
Q4 		$2.52M Sell
69,164
-5,334
-7% -$198K 0.03% 330
2015
Q3 		$2.58M Buy
+74,498
New +$2.73M 0.03% 299
2015
Q2 		– Sell
-74,396
Closed -$2.86M – 1097
2015
Q1 		$2.86M Hold
74,396
– – 0.03% 319
2014
Q4 		$2.83M Buy
74,396
+56
+0.1% +$2.15K 0.03% 321
2014
Q3 		$2.88M Buy
+74,340
New +$2.92M 0.04% 318
2013
Q4 		– Sell
-21,032
Closed -$757K – 695
2013
Q3 		$757K Buy
21,032
+696
+3% +$24.6K 0.02% 368
2013
Q2 		$687K Buy
+20,336
New +$711K 0.02% 372

Other funds holding IOO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
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
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares Global 100 ETF (IOO) stake by 0.7% in Q3 2023, selling an estimated $19.8K and leaving 37,023 shares worth $2.71M. The position accounts for 0.01% of the portfolio, ranked #648.

JP Morgan Private Wealth Advisors first reported a position in IOO in Q2 2013 and has held it in 36 quarters since. The position peaked at $8.87M in Q3 2018. 237 funds tracked by Wall St. Rank hold IOO as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 37,023 shares of iShares Global 100 ETF worth $2.71M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 261 iShares Global 100 ETF shares in Q3 2023, an estimated $19.8K.
  • iShares Global 100 ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #648 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares Global 100 ETF in Q2 2013 and has held it in 36 quarters since.
  • JP Morgan Private Wealth Advisors's iShares Global 100 ETF position peaked at $8.87M in Q3 2018.
  • 237 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2023.

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