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JP Morgan Private Wealth Advisors’s iShares Global Tech ETF IXN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IXN Stock Details IXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2.39M Sell
41,343
-9,731
-19% -$592K 0.01% 683
2023
Q2 		$3.18M Sell
51,074
-4,100
-7% -$232K 0.02% 433
2023
Q1 		$3M Buy
55,174
+4,881
+10% +$243K 0.01% 743
2022
Q4 		$2.25M Sell
50,293
-1,975
-4% -$90.1K 0.01% 802
2022
Q3 		$2.21M Buy
52,268
+29,416
+129% +$1.43M 0.01% 807
2022
Q2 		$1.04M Buy
22,852
+4,297
+23% +$217K ﹤0.01% 1131
2022
Q1 		$1.08M Hold
18,555
– – ﹤0.01% 1190
2021
Q4 		$1.2M Buy
18,555
+4,791
+35% +$294K ﹤0.01% 1155
2021
Q3 		$780K Buy
13,764
+918
+7% +$53.7K ﹤0.01% 1318
2021
Q2 		$723K Buy
12,846
+4,008
+45% +$216K ﹤0.01% 1342
2021
Q1 		$453K Sell
8,838
-4,566
-34% -$234K ﹤0.01% 1349
2020
Q4 		$670K Buy
13,404
+3,756
+39% +$174K ﹤0.01% 1171
2020
Q3 		$424K Buy
+9,648
New +$410K ﹤0.01% 1221
2019
Q4 		– Sell
-8,814
Closed -$272K – 1487
2019
Q3 		$272K Hold
8,814
– – ﹤0.01% 1223
2019
Q2 		$264K Sell
8,814
-660
-7% -$19.3K ﹤0.01% 1196
2019
Q1 		$270K Sell
9,474
-4,170
-31% -$110K ﹤0.01% 1258
2018
Q4 		$328K Buy
13,644
+3,900
+40% +$102K ﹤0.01% 1124
2018
Q3 		$284K Buy
9,744
+960
+11% +$27.4K ﹤0.01% 1323
2018
Q2 		$241K Sell
8,784
-330
-4% -$9.03K ﹤0.01% 1289
2018
Q1 		$241K Sell
9,114
-792
-8% -$21.3K ﹤0.01% 1130
2017
Q4 		$254K Hold
9,906
– – ﹤0.01% 1107
2017
Q3 		$235K Sell
9,906
-846
-8% -$19.5K ﹤0.01% 1103
2017
Q2 		$235K Sell
10,752
-4,860
-31% -$105K ﹤0.01% 1095
2017
Q1 		$323K Buy
15,612
+750
+5% +$14.8K ﹤0.01% 1039
2016
Q4 		$272K Buy
14,862
+3,846
+35% +$70.3K ﹤0.01% 1044
2016
Q3 		$203K Buy
+11,016
New +$195K ﹤0.01% 1141
2016
Q2 		– Sell
-15,606
Closed -$260K – 1288
2016
Q1 		$260K Sell
15,606
-7,632
-33% -$118K ﹤0.01% 999
2015
Q4 		$378K Buy
+23,238
New +$382K ﹤0.01% 783

Other funds holding IXN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares Global Tech ETF (IXN) stake by 19% in Q3 2023, selling an estimated $592K and leaving 41,343 shares worth $2.39M. The position accounts for 0.01% of the portfolio, ranked #683.

JP Morgan Private Wealth Advisors first reported a position in IXN in Q4 2015 and has held it in 28 quarters since. The position peaked at $3.18M in Q2 2023. 376 funds tracked by Wall St. Rank hold IXN as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 41,343 shares of iShares Global Tech ETF worth $2.39M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 9,731 iShares Global Tech ETF shares in Q3 2023, an estimated $592K.
  • iShares Global Tech ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #683 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares Global Tech ETF in Q4 2015 and has held it in 28 quarters since.
  • JP Morgan Private Wealth Advisors's iShares Global Tech ETF position peaked at $3.18M in Q2 2023.
  • 376 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2023.

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