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JP Morgan Private Wealth Advisors’s iShares Global Comm Services ETF IXP Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IXP Stock Details IXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-20,096
Closed -$1.05M – 1966
2022
Q3 		$1.05M Buy
+20,096
New +$1.21M ﹤0.01% 1105

Other funds holding IXP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of iShares Global Comm Services ETF (IXP) in Q4 2022, closing a stake of 20,096 shares — an estimated $1.05M sold.

JP Morgan Private Wealth Advisors first reported a position in IXP in Q3 2022 and held it in 1 quarter. The position peaked at $1.05M in Q3 2022. 78 funds tracked by Wall St. Rank hold IXP as of Q4 2022.

  • JP Morgan Private Wealth Advisors reported no remaining iShares Global Comm Services ETF position as of Q4 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 20,096 iShares Global Comm Services ETF shares in Q4 2022, an estimated $1.05M.
  • JP Morgan Private Wealth Advisors first reported a position in iShares Global Comm Services ETF in Q3 2022 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's iShares Global Comm Services ETF position peaked at $1.05M in Q3 2022.
  • 78 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q4 2022.

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