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JP Morgan Private Wealth Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IXJ Stock Details IXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.51M Sell
18,274
-1,152
-6% -$97.7K ﹤0.01% 834
2023
Q2 		$1.65M Buy
19,426
+1,908
+11% +$163K 0.01% 626
2023
Q1 		$1.46M Sell
17,518
-109
-0.6% -$9.03K ﹤0.01% 997
2022
Q4 		$1.5M Buy
17,627
+13,725
+352% +$1.13M ﹤0.01% 954
2022
Q3 		$294K Buy
3,902
+236
+6% +$19.1K ﹤0.01% 1656
2022
Q2 		$297K Sell
3,666
-517
-12% -$43.2K ﹤0.01% 1654
2022
Q1 		$367K Buy
4,183
+325
+8% +$27.5K ﹤0.01% 1667
2021
Q4 		$349K Buy
3,858
+79
+2% +$6.83K ﹤0.01% 1686
2021
Q3 		$316K Sell
3,779
-974
-20% -$84.2K ﹤0.01% 1673
2021
Q2 		$395K Buy
4,753
+982
+26% +$79.4K ﹤0.01% 1571
2021
Q1 		$291K Sell
3,771
-1,493
-28% -$115K ﹤0.01% 1541
2020
Q4 		$402K Buy
5,264
+766
+17% +$56.4K ﹤0.01% 1374
2020
Q3 		$323K Sell
4,498
-12
-0.3% -$860 ﹤0.01% 1330
2020
Q2 		$310K Sell
4,510
-5,525
-55% -$373K ﹤0.01% 1292
2020
Q1 		$612K Buy
10,035
+614
+7% +$40.5K ﹤0.01% 860
2019
Q4 		$648K Buy
+9,421
New +$611K ﹤0.01% 947
2017
Q2 		– Sell
-5,634
Closed -$290K – 1287
2017
Q1 		$290K Sell
5,634
-224
-4% -$11.2K ﹤0.01% 1082
2016
Q4 		$278K Hold
5,858
– – ﹤0.01% 1033
2016
Q3 		$295K Buy
5,858
+352
+6% +$18.1K ﹤0.01% 994
2016
Q2 		$278K Sell
5,506
-1,358
-20% -$67.7K ﹤0.01% 1014
2016
Q1 		$331K Buy
6,864
+2,304
+51% +$110K ﹤0.01% 911
2015
Q4 		$234K Buy
+4,560
New +$235K ﹤0.01% 968

Other funds holding IXJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares Global Healthcare ETF (IXJ) stake by 5.9% in Q3 2023, selling an estimated $97.7K and leaving 18,274 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #834.

JP Morgan Private Wealth Advisors first reported a position in IXJ in Q4 2015 and has held it in 22 quarters since. The position peaked at $1.65M in Q2 2023. 267 funds tracked by Wall St. Rank hold IXJ as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 18,274 shares of iShares Global Healthcare ETF worth $1.51M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,152 iShares Global Healthcare ETF shares in Q3 2023, an estimated $97.7K.
  • iShares Global Healthcare ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #834 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares Global Healthcare ETF in Q4 2015 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's iShares Global Healthcare ETF position peaked at $1.65M in Q2 2023.
  • 267 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2023.

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