JP Morgan Private Wealth Advisors’s iShares US Home Construction ETF ITB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $367K | Buy |
4,672
+724
| +18% | +$61.5K | ﹤0.01% | 1373 |
|
|
2023
Q2 | $337K | Sell |
3,948
-7,446
| -65% | -$566K | ﹤0.01% | 1193 |
|
|
2023
Q1 | $801K | Sell |
11,394
-2,392
| -17% | -$162K | ﹤0.01% | 1272 |
|
|
2022
Q4 | $836K | Sell |
13,786
-1,775
| -11% | -$102K | ﹤0.01% | 1239 |
|
|
2022
Q3 | $810K | Sell |
15,561
-1,310
| -8% | -$75.5K | ﹤0.01% | 1234 |
|
|
2022
Q2 | $886K | Sell |
16,871
-33,553
| -67% | -$1.92M | ﹤0.01% | 1197 |
|
|
2022
Q1 | $2.99M | Sell |
50,424
-2,397
| -5% | -$164K | 0.01% | 772 |
|
|
2021
Q4 | $4.38M | Sell |
52,821
-11,257
| -18% | -$848K | 0.01% | 645 |
|
|
2021
Q3 | $4.24M | Sell |
64,078
-13,618
| -18% | -$960K | 0.01% | 633 |
|
|
2021
Q2 | $5.38M | Sell |
77,696
-9,730
| -11% | -$690K | 0.01% | 574 |
|
|
2021
Q1 | $5.93M | Buy |
87,426
+659
| +0.8% | +$40.7K | 0.02% | 473 |
|
|
2020
Q4 | $4.84M | Buy |
86,767
+11,771
| +16% | +$663K | 0.02% | 491 |
|
|
2020
Q3 | $4.25M | Buy |
74,996
+995
| +1% | +$52K | 0.02% | 465 |
|
|
2020
Q2 | $3.27M | Buy |
74,001
+16,278
| +28% | +$624K | 0.01% | 462 |
|
|
2020
Q1 | $1.67M | Sell |
57,723
-22,654
| -28% | -$970K | 0.01% | 578 |
|
|
2019
Q4 | $3.57M | Buy |
80,377
+17,535
| +28% | +$782K | 0.02% | 497 |
|
|
2019
Q3 | $2.72M | Buy |
62,842
+1,455
| +2% | +$58.3K | 0.01% | 525 |
|
|
2019
Q2 | $2.35M | Sell |
61,387
-1,275
| -2% | -$48.2K | 0.01% | 560 |
|
|
2019
Q1 | $2.21M | Buy |
62,662
+2,420
| +4% | +$82.2K | 0.01% | 587 |
|
|
2018
Q4 | $1.81M | Buy |
+60,242
| New | +$1.9M | 0.01% | 592 |
|
|
2018
Q3 | – | Sell |
-6,156
| Closed | -$235K | – | 1598 |
|
|
2018
Q2 | $235K | Buy |
6,156
+881
| +17% | +$34.3K | ﹤0.01% | 1299 |
|
|
2018
Q1 | $208K | Buy |
5,275
+300
| +6% | +$12.5K | ﹤0.01% | 1179 |
|
|
2017
Q4 | $218K | Buy |
+4,975
| New | +$202K | ﹤0.01% | 1162 |
|
|
2017
Q3 | – | Sell |
-6,775
| Closed | -$230K | – | 1263 |
|
|
2017
Q2 | $230K | Sell |
6,775
-3,266
| -33% | -$107K | ﹤0.01% | 1108 |
|
|
2017
Q1 | $321K | Sell |
10,041
-215
| -2% | -$6.44K | ﹤0.01% | 1042 |
|
|
2016
Q4 | $282K | Sell |
10,256
-1,310
| -11% | -$35.6K | ﹤0.01% | 1021 |
|
|
2016
Q3 | $318K | Sell |
11,566
-85
| -0.7% | -$2.43K | ﹤0.01% | 968 |
|
|
2016
Q2 | $322K | Buy |
+11,651
| New | +$316K | ﹤0.01% | 950 |
|
|
2015
Q4 | – | Sell |
-70,384
| Closed | -$1.84M | – | 1185 |
|
|
2015
Q3 | $1.84M | Buy |
70,384
+26,832
| +62% | +$746K | 0.02% | 347 |
|
|
2015
Q2 | $1.2M | Sell |
43,552
-4,258
| -9% | -$116K | 0.01% | 467 |
|
|
2015
Q1 | $1.35M | Buy |
+47,810
| New | +$1.28M | 0.02% | 459 |
|
|
2014
Q4 | – | Sell |
-24,111
| Closed | -$542K | – | 1116 |
|
|
2014
Q3 | $542K | Buy |
24,111
+3,949
| +20% | +$92.8K | 0.01% | 664 |
|
|
2014
Q2 | $500K | Sell |
20,162
-597
| -3% | -$14.3K | 0.01% | 561 |
|
|
2014
Q1 | $503K | Buy |
+20,759
| New | +$513K | 0.01% | 563 |
|
Other funds holding ITB
VMPIC
JP Morgan Private Wealth Advisors's ITB Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors increased its iShares US Home Construction ETF (ITB) stake by 18% in Q3 2023, buying an estimated $61.5K and bringing the position to 4,672 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #1373.
JP Morgan Private Wealth Advisors first reported a position in ITB in Q1 2014 and has held it in 34 quarters since. The position peaked at $5.93M in Q1 2021. 292 funds tracked by Wall St. Rank hold ITB as of Q3 2023.
- JP Morgan Private Wealth Advisors held 4,672 shares of iShares US Home Construction ETF worth $367K as of Q3 2023.
- JP Morgan Private Wealth Advisors bought 724 iShares US Home Construction ETF shares in Q3 2023, an estimated $61.5K.
- iShares US Home Construction ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1373 holding.
- JP Morgan Private Wealth Advisors first reported a position in iShares US Home Construction ETF in Q1 2014 and has held it in 34 quarters since.
- JP Morgan Private Wealth Advisors's iShares US Home Construction ETF position peaked at $5.93M in Q1 2021.
- 292 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.