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JP Morgan Private Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$34.9M Sell
370,257
-30,502
-8% -$3M 0.1% 202
2023
Q2 		$39.2M Sell
400,759
-39,941
-9% -$3.69M 0.2% 104
2023
Q1 		$39.9M Buy
440,700
+25,763
+6% +$2.29M 0.08% 214
2022
Q4 		$35.2M Buy
414,937
+147,217
+55% +$12.6M 0.08% 227
2022
Q3 		$21.3M Buy
267,720
+101,034
+61% +$8.93M 0.06% 276
2022
Q2 		$14M Sell
166,686
-92,662
-36% -$8.44M 0.04% 344
2022
Q1 		$26.2M Buy
259,348
+196,110
+310% +$19.6M 0.06% 280
2021
Q4 		$6.76M Buy
63,238
+2,006
+3% +$210K 0.01% 532
2021
Q3 		$6.02M Buy
61,232
+8,050
+15% +$814K 0.01% 550
2021
Q2 		$5.25M Buy
53,182
+32,080
+152% +$3.09M 0.01% 583
2021
Q1 		$1.93M Sell
21,102
-13,058
-38% -$1.17M 0.01% 781
2020
Q4 		$2.94M Buy
34,160
+15,023
+79% +$1.22M 0.01% 618
2020
Q3 		$1.45M Buy
19,137
+4,168
+28% +$311K 0.01% 745
2020
Q2 		$1.04M Sell
14,969
-3,803
-20% -$249K ﹤0.01% 796
2020
Q1 		$1.07M Sell
18,772
-1,908
-9% -$131K 0.01% 690
2019
Q4 		$1.5M Buy
20,680
+7,999
+63% +$557K 0.01% 671
2019
Q3 		$851K Buy
12,681
+3,747
+42% +$251K ﹤0.01% 814
2019
Q2 		$595K Sell
8,934
-13,000
-59% -$852K ﹤0.01% 921
2019
Q1 		$1.41M Sell
21,934
-2,192
-9% -$136K 0.01% 691
2018
Q4 		$1.37M Buy
24,126
+3,325
+16% +$204K 0.01% 656
2018
Q3 		$1.39M Buy
20,801
+544
+3% +$35.6K 0.01% 722
2018
Q2 		$1.27M Buy
20,257
+1,250
+7% +$77.7K 0.01% 704
2018
Q1 		$1.15M Sell
19,007
-808
-4% -$50.5K 0.01% 614
2017
Q4 		$1.21M Hold
19,815
– – 0.01% 608
2017
Q3 		$1.14M Sell
19,815
-1,305
-6% -$73.6K 0.01% 593
2017
Q2 		$1.17M Buy
21,120
+700
+3% +$38.4K 0.01% 579
2017
Q1 		$1.1M Sell
20,420
-4,032
-16% -$215K 0.01% 605
2016
Q4 		$1.25M Buy
24,452
+8,064
+49% +$404K 0.01% 538
2016
Q3 		$812K Buy
16,388
+190
+1% +$9.38K 0.01% 640
2016
Q2 		$771K Buy
+16,198
New +$764K 0.01% 658

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 7.6% in Q3 2023, selling an estimated $3M and leaving 370,257 shares worth $34.9M. The position accounts for 0.1% of the portfolio, ranked #202.

JP Morgan Private Wealth Advisors first reported a position in ITOT in Q2 2016 and has held it in 30 quarters since. The position peaked at $39.9M in Q1 2023. 1,073 funds tracked by Wall St. Rank hold ITOT as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 370,257 shares of iShares Core S&P Total US Stock Market ETF worth $34.9M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 30,502 iShares Core S&P Total US Stock Market ETF shares in Q3 2023, an estimated $3M.
  • iShares Core S&P Total US Stock Market ETF made up 0.1% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #202 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2016 and has held it in 30 quarters since.
  • JP Morgan Private Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $39.9M in Q1 2023.
  • 1,073 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2023.

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