JP Morgan Private Wealth Advisors’s iShares Global Financials ETF IXG Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IXG Stock Details IXG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-11,254	Closed	-$690K	–	1965
2022 Q3	$690K	Sell	11,254 -860	-7%	-$57.6K	﹤0.01%	1317
2022 Q2	$796K	Sell	12,114 -658	-5%	-$47.6K	﹤0.01%	1250
2022 Q1	$1.01M	Sell	12,772 -39	-0.3%	-$3.15K	﹤0.01%	1217
2021 Q4	$1.03M	Buy	12,811 +917	+8%	+$74.2K	﹤0.01%	1228
2021 Q3	$933K	Sell	11,894 -1,295	-10%	-$101K	﹤0.01%	1246
2021 Q2	$1.02M	Buy	+13,189	New	+$1.03M	﹤0.01%	1189

Other funds holding IXG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

JP Morgan Private Wealth Advisors's IXG Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of iShares Global Financials ETF (IXG) in Q4 2022, closing a stake of 11,254 shares — an estimated $690K sold.

JP Morgan Private Wealth Advisors first reported a position in IXG in Q2 2021 and held it in 6 quarters. The position peaked at $1.03M in Q4 2021. 139 funds tracked by Wall St. Rank hold IXG as of Q4 2022.

JP Morgan Private Wealth Advisors reported no remaining iShares Global Financials ETF position as of Q4 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 11,254 iShares Global Financials ETF shares in Q4 2022, an estimated $690K.
JP Morgan Private Wealth Advisors first reported a position in iShares Global Financials ETF in Q2 2021 and held it in 6 quarters.
JP Morgan Private Wealth Advisors's iShares Global Financials ETF position peaked at $1.03M in Q4 2021.
139 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.