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JP Morgan Private Wealth Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IYY Stock Details IYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$573K Hold
5,487
– – ﹤0.01% 1195
2023
Q2 		$594K Sell
5,487
-7,384
-57% -$755K ﹤0.01% 965
2023
Q1 		$1.29M Sell
12,871
-316
-2% -$30.9K ﹤0.01% 1051
2022
Q4 		$1.23M Buy
13,187
+1,334
+11% +$125K ﹤0.01% 1048
2022
Q3 		$1.04M Buy
11,853
+197
+2% +$19.2K ﹤0.01% 1110
2022
Q2 		$1.08M Sell
11,656
-44
-0.4% -$4.42K ﹤0.01% 1114
2022
Q1 		$1.3M Sell
11,700
-2,960
-20% -$325K ﹤0.01% 1086
2021
Q4 		$1.73M Buy
14,660
+369
+3% +$42.4K ﹤0.01% 972
2021
Q3 		$1.54M Sell
14,291
-400
-3% -$44.4K ﹤0.01% 1007
2021
Q2 		$1.59M Buy
14,691
+204
+1% +$21.4K ﹤0.01% 981
2021
Q1 		$1.45M Hold
14,487
– – ﹤0.01% 886
2020
Q4 		$1.37M Buy
14,487
+1
+0% +$89 ﹤0.01% 881
2020
Q3 		$1.21M Hold
14,486
– – ﹤0.01% 815
2020
Q2 		$1.11M Buy
14,486
+10,150
+234% +$732K 0.01% 772
2020
Q1 		$273K Sell
4,336
-1,436
-25% -$108K ﹤0.01% 1171
2019
Q4 		$461K Buy
5,772
+2,208
+62% +$169K ﹤0.01% 1080
2019
Q3 		$263K Buy
3,564
+432
+14% +$31.8K ﹤0.01% 1240
2019
Q2 		$229K Hold
3,132
– – ﹤0.01% 1253
2019
Q1 		$221K Buy
+3,132
New +$213K ﹤0.01% 1344
2018
Q4 		– Sell
-3,110
Closed -$226K – 1531
2018
Q3 		$226K Hold
3,110
– – ﹤0.01% 1425
2018
Q2 		$212K Sell
3,110
-2,098
-40% -$142K ﹤0.01% 1353
2018
Q1 		$344K Buy
5,208
+1,608
+45% +$110K ﹤0.01% 1001
2017
Q4 		$241K Buy
3,600
+400
+13% +$26.1K ﹤0.01% 1122
2017
Q3 		$202K Sell
3,200
-1,544
-33% -$95.4K ﹤0.01% 1154
2017
Q2 		$288K Sell
4,744
-2,062
-30% -$124K ﹤0.01% 1026
2017
Q1 		$402K Buy
6,806
+408
+6% +$23.8K ﹤0.01% 946
2016
Q4 		$359K Sell
6,398
-3,610
-36% -$198K ﹤0.01% 924
2016
Q3 		$544K Buy
10,008
+4,960
+98% +$268K 0.01% 765
2016
Q2 		$264K Buy
+5,048
New +$261K ﹤0.01% 1035
2015
Q1 		– Sell
-8,508
Closed -$441K – 1156
2014
Q4 		$441K Buy
+8,508
New +$430K 0.01% 762

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors held its iShares Dow Jones US ETF (IYY) position steady in Q3 2023 at 5,487 shares worth $573K. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

JP Morgan Private Wealth Advisors first reported a position in IYY in Q4 2014 and has held it in 30 quarters since. The position peaked at $1.73M in Q4 2021. 205 funds tracked by Wall St. Rank hold IYY as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 5,487 shares of iShares Dow Jones US ETF worth $573K as of Q3 2023.
  • JP Morgan Private Wealth Advisors left its iShares Dow Jones US ETF share count unchanged in Q3 2023.
  • iShares Dow Jones US ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1195 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares Dow Jones US ETF in Q4 2014 and has held it in 30 quarters since.
  • JP Morgan Private Wealth Advisors's iShares Dow Jones US ETF position peaked at $1.73M in Q4 2021.
  • 205 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2023.

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