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JP Morgan Private Wealth Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ITA Stock Details ITA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.57M Sell
14,835
-3,628
-20% -$414K ﹤0.01% 824
2023
Q2 		$2.15M Sell
18,463
-29,218
-61% -$3.32M 0.01% 540
2023
Q1 		$5.49M Buy
47,681
+340
+0.7% +$38.7K 0.01% 563
2022
Q4 		$5.3M Sell
47,341
-7,681
-14% -$818K 0.01% 563
2022
Q3 		$5.02M Buy
55,022
+2,864
+5% +$289K 0.01% 558
2022
Q2 		$5.17M Buy
52,158
+8,241
+19% +$848K 0.01% 559
2022
Q1 		$4.87M Buy
43,917
+3,948
+10% +$420K 0.01% 623
2021
Q4 		$4.11M Sell
39,969
-16,764
-30% -$1.75M 0.01% 660
2021
Q3 		$5.91M Buy
56,733
+4,472
+9% +$475K 0.01% 554
2021
Q2 		$5.72M Buy
52,261
+10,446
+25% +$1.12M 0.01% 556
2021
Q1 		$4.35M Sell
41,815
-826
-2% -$80.6K 0.01% 546
2020
Q4 		$4.04M Buy
42,641
+37,689
+761% +$3.31M 0.01% 540
2020
Q3 		$392K Sell
4,952
-972
-16% -$79.7K ﹤0.01% 1249
2020
Q2 		$488K Sell
5,924
-432
-7% -$34.1K ﹤0.01% 1110
2020
Q1 		$457K Sell
6,356
-1,432
-18% -$147K ﹤0.01% 965
2019
Q4 		$865K Sell
7,788
-930
-11% -$104K ﹤0.01% 853
2019
Q3 		$979K Buy
8,718
+520
+6% +$56.8K 0.01% 761
2019
Q2 		$878K Sell
8,198
-3,518
-30% -$364K ﹤0.01% 789
2019
Q1 		$1.17M Sell
11,716
-484
-4% -$47.3K 0.01% 742
2018
Q4 		$1.05M Buy
12,200
+144
+1% +$13.9K 0.01% 737
2018
Q3 		$1.3M Buy
12,056
+9,956
+474% +$1.02M 0.01% 744
2018
Q2 		$202K Buy
+2,100
New +$208K ﹤0.01% 1370

Other funds holding ITA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares US Aerospace & Defense ETF (ITA) stake by 20% in Q3 2023, selling an estimated $414K and leaving 14,835 shares worth $1.57M. The position accounts for ﹤0.01% of the portfolio, ranked #824.

JP Morgan Private Wealth Advisors first reported a position in ITA in Q2 2018 and has held it in 22 quarters since. The position peaked at $5.91M in Q3 2021. 541 funds tracked by Wall St. Rank hold ITA as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 14,835 shares of iShares US Aerospace & Defense ETF worth $1.57M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 3,628 iShares US Aerospace & Defense ETF shares in Q3 2023, an estimated $414K.
  • iShares US Aerospace & Defense ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #824 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q2 2018 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's iShares US Aerospace & Defense ETF position peaked at $5.91M in Q3 2021.
  • 541 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2023.

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