JP Morgan Private Wealth Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$256K	Sell	4,119 -507	-11%	-$33.5K	﹤0.01%	1542
2023 Q2	$309K	Sell	4,626 -4,842	-51%	-$325K	﹤0.01%	1229
2023 Q1	$629K	Sell	9,468 -2,946	-24%	-$193K	﹤0.01%	1371
2022 Q4	$839K	Buy	12,414 +2,652	+27%	+$175K	﹤0.01%	1233
2022 Q3	$585K	Hold	9,762	–	–	﹤0.01%	1386
2022 Q2	$634K	Buy	9,762 +759	+8%	+$51K	﹤0.01%	1357
2022 Q1	$601K	Sell	9,003 -12	-0.1%	-$799	﹤0.01%	1455
2021 Q4	$602K	Buy	9,015 +1,125	+14%	+$70.5K	﹤0.01%	1478
2021 Q3	$472K	Hold	7,890	–	–	﹤0.01%	1522
2021 Q2	$484K	Buy	7,890 +2,403	+44%	+$144K	﹤0.01%	1494
2021 Q1	$324K	Hold	5,487	–	–	﹤0.01%	1496
2020 Q4	$317K	Hold	5,487	–	–	﹤0.01%	1477
2020 Q3	$273K	Hold	5,487	–	–	﹤0.01%	1398
2020 Q2	$233K	Sell	5,487 -75	-1%	-$3.03K	﹤0.01%	1407
2020 Q1	$201K	Buy	5,562 +12	+0.2%	+$509	﹤0.01%	1297
2019 Q4	$246K	Buy	+5,550	New	+$237K	﹤0.01%	1321

Other funds holding IYK

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares US Consumer Staples ETF (IYK) stake by 11% in Q3 2023, selling an estimated $33.5K and leaving 4,119 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

JP Morgan Private Wealth Advisors first reported a position in IYK in Q4 2019 and has held it in 16 quarters since. The position peaked at $839K in Q4 2022. 236 funds tracked by Wall St. Rank hold IYK as of Q3 2023.

JP Morgan Private Wealth Advisors held 4,119 shares of iShares US Consumer Staples ETF worth $256K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 507 iShares US Consumer Staples ETF shares in Q3 2023, an estimated $33.5K.
iShares US Consumer Staples ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1542 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares US Consumer Staples ETF in Q4 2019 and has held it in 16 quarters since.
JP Morgan Private Wealth Advisors's iShares US Consumer Staples ETF position peaked at $839K in Q4 2022.
236 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2023.

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