JP Morgan Private Wealth Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.05M	Sell	49,297 -1,817	-4%	-$40.2K	﹤0.01%	955
2023 Q2	$1.13M	Sell	51,114 -3,021	-6%	-$66K	0.01%	729
2023 Q1	$1.25M	Sell	54,135 -111,191	-67%	-$2.59M	﹤0.01%	1062
2022 Q4	$3.71M	Buy	165,326 +141,802	+603%	+$3.17M	0.01%	656
2022 Q3	$491K	Sell	23,524 -5,332	-18%	-$133K	﹤0.01%	1464
2022 Q2	$725K	Sell	28,856 -23,641	-45%	-$639K	﹤0.01%	1296
2022 Q1	$1.57M	Buy	52,497 +5,022	+11%	+$153K	﹤0.01%	1000
2021 Q4	$1.56M	Buy	47,475 +38,405	+423%	+$1.24M	﹤0.01%	1020
2021 Q3	$294K	Buy	9,070 +642	+8%	+$21.6K	﹤0.01%	1701
2021 Q2	$280K	Buy	8,428 +129	+2%	+$4.28K	﹤0.01%	1694
2021 Q1	$268K	Sell	8,299 -50,714	-86%	-$1.6M	﹤0.01%	1579
2020 Q4	$1.78M	Buy	+59,013	New	+$1.71M	0.01%	780
2019 Q3	–	Sell	-8,000	Closed	-$236K	–	1457
2019 Q2	$236K	Sell	8,000 -154	-2%	-$4.58K	﹤0.01%	1238
2019 Q1	$242K	Buy	+8,154	New	+$233K	﹤0.01%	1304

Other funds holding IYZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

SFCL

Strengthening Families & Communities LLC Boston, Massachusetts $450M AUM 41.19% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares US Telecommunications ETF (IYZ) stake by 3.6% in Q3 2023, selling an estimated $40.2K and leaving 49,297 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #955.

JP Morgan Private Wealth Advisors first reported a position in IYZ in Q1 2019 and has held it in 14 quarters since. The position peaked at $3.71M in Q4 2022. 118 funds tracked by Wall St. Rank hold IYZ as of Q3 2023.

JP Morgan Private Wealth Advisors held 49,297 shares of iShares US Telecommunications ETF worth $1.05M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 1,817 iShares US Telecommunications ETF shares in Q3 2023, an estimated $40.2K.
iShares US Telecommunications ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #955 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares US Telecommunications ETF in Q1 2019 and has held it in 14 quarters since.
JP Morgan Private Wealth Advisors's iShares US Telecommunications ETF position peaked at $3.71M in Q4 2022.
118 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2023.

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