JMPWA
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JP Morgan Private Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$16.4M Sell
156,006
-149,774
-49% -$16.3M 0.05% 303
2023
Q2 		$33.3M Sell
305,780
-21,121
-6% -$2.07M 0.17% 115
2023
Q1 		$30.3M Buy
326,901
+253,137
+343% +$21.2M 0.06% 256
2022
Q4 		$5.49M Buy
73,764
+8,244
+13% +$631K 0.01% 557
2022
Q3 		$4.81M Buy
65,520
+2,185
+3% +$185K 0.01% 567
2022
Q2 		$5.06M Buy
63,335
+361
+0.6% +$31.9K 0.01% 563
2022
Q1 		$6.49M Buy
62,974
+3,809
+6% +$389K 0.01% 540
2021
Q4 		$6.79M Sell
59,165
-14,011
-19% -$1.56M 0.01% 529
2021
Q3 		$7.41M Buy
73,176
+11,778
+19% +$1.23M 0.02% 495
2021
Q2 		$6.1M Buy
61,398
+1,557
+3% +$145K 0.02% 534
2021
Q1 		$5.25M Sell
59,841
-3,639
-6% -$319K 0.02% 498
2020
Q4 		$5.4M Sell
63,480
-2,596
-4% -$207K 0.02% 459
2020
Q3 		$4.97M Buy
66,076
+1,728
+3% +$126K 0.02% 427
2020
Q2 		$4.34M Sell
64,348
-6,520
-9% -$394K 0.02% 393
2020
Q1 		$3.62M Buy
70,868
+492
+0.7% +$28.5K 0.02% 415
2019
Q4 		$4.09M Buy
70,376
+18,612
+36% +$1.01M 0.02% 465
2019
Q3 		$2.64M Sell
51,764
-356
-0.7% -$18.1K 0.01% 535
2019
Q2 		$2.58M Buy
52,120
+5,260
+11% +$257K 0.01% 536
2019
Q1 		$2.23M Sell
46,860
-15,756
-25% -$701K 0.01% 584
2018
Q4 		$2.5M Buy
62,616
+15,420
+33% +$668K 0.02% 525
2018
Q3 		$2.29M Buy
47,196
+112
+0.2% +$5.29K 0.01% 594
2018
Q2 		$2.1M Buy
47,084
+412
+0.9% +$18.2K 0.01% 594
2018
Q1 		$1.96M Buy
46,672
+88
+0.2% +$3.79K 0.01% 487
2017
Q4 		$1.9M Buy
46,584
+9,768
+27% +$391K 0.01% 496
2017
Q3 		$1.38M Buy
36,816
+3,820
+12% +$140K 0.01% 551
2017
Q2 		$1.15M Sell
32,996
-1,300
-4% -$45.6K 0.01% 585
2017
Q1 		$1.16M Buy
34,296
+512
+2% +$16.6K 0.01% 591
2016
Q4 		$1.02M Sell
33,784
-1,300
-4% -$38.8K 0.01% 596
2016
Q3 		$1.04M Sell
35,084
-1,712
-5% -$49.1K 0.01% 581
2016
Q2 		$968K Buy
36,796
+3,848
+12% +$102K 0.01% 604
2016
Q1 		$894K Sell
32,948
-8,400
-20% -$212K 0.01% 586
2015
Q4 		$1.11M Buy
41,348
+684
+2% +$18.4K 0.01% 496
2015
Q3 		$1M Sell
40,664
-5,260
-11% -$136K 0.01% 468
2015
Q2 		$1.2M Buy
45,924
+4,528
+11% +$122K 0.01% 464
2015
Q1 		$1.09M Sell
41,396
-7,832
-16% -$206K 0.01% 507
2014
Q4 		$1.28M Buy
49,228
+40,264
+449% +$1.03M 0.02% 471
2014
Q3 		$226K Buy
+8,964
New +$224K ﹤0.01% 938
2013
Q3 		– Sell
-13,804
Closed -$254K – 650
2013
Q2 		$254K Buy
+13,804
New +$257K 0.01% 520

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares US Technology ETF (IYW) stake by 49% in Q3 2023, selling an estimated $16.3M and leaving 156,006 shares worth $16.4M. The position accounts for 0.05% of the portfolio, ranked #303.

JP Morgan Private Wealth Advisors first reported a position in IYW in Q2 2013 and has held it in 38 quarters since. The position peaked at $33.3M in Q2 2023. 832 funds tracked by Wall St. Rank hold IYW as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 156,006 shares of iShares US Technology ETF worth $16.4M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 149,774 iShares US Technology ETF shares in Q3 2023, an estimated $16.3M.
  • iShares US Technology ETF made up 0.05% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #303 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 38 quarters since.
  • JP Morgan Private Wealth Advisors's iShares US Technology ETF position peaked at $33.3M in Q2 2023.
  • 832 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2023.

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