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JP Morgan Private Wealth Advisors’s iShares Global Consumer Staples ETF KXI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio KXI Stock Details KXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$591K Sell
10,361
-22,502
-68% -$1.36M ﹤0.01% 1177
2023
Q2 		$2.01M Sell
32,863
-1,368
-4% -$85.1K 0.01% 560
2023
Q1 		$2.12M Sell
34,231
-96
-0.3% -$5.75K ﹤0.01% 857
2022
Q4 		$2.05M Buy
34,327
+13,213
+63% +$766K ﹤0.01% 839
2022
Q3 		$1.13M Sell
21,114
-1,564
-7% -$91.5K ﹤0.01% 1074
2022
Q2 		$1.31M Buy
22,678
+4,348
+24% +$263K ﹤0.01% 1001
2022
Q1 		$1.14M Sell
18,330
-206
-1% -$12.8K ﹤0.01% 1160
2021
Q4 		$1.2M Buy
+18,536
New +$1.15M ﹤0.01% 1152
2021
Q1 		– Sell
-17,880
Closed -$1.04M – 1780
2020
Q4 		$1.04M Sell
17,880
-486
-3% -$27.6K ﹤0.01% 995
2020
Q3 		$1.02M Sell
18,366
-302
-2% -$16.6K ﹤0.01% 886
2020
Q2 		$966K Sell
18,668
-21,468
-53% -$1.09M ﹤0.01% 821
2020
Q1 		$1.92M Sell
40,136
-7,130
-15% -$377K 0.01% 550
2019
Q4 		$2.62M Buy
47,266
+7,370
+18% +$402K 0.01% 563
2019
Q3 		$2.19M Buy
39,896
+19,814
+99% +$1.07M 0.01% 571
2019
Q2 		$1.06M Buy
20,082
+2,077
+12% +$108K 0.01% 738
2019
Q1 		$930K Buy
18,005
+13,544
+304% +$662K ﹤0.01% 825
2018
Q4 		$205K Buy
+4,461
New +$219K ﹤0.01% 1336
2013
Q4 		– Sell
-5,620
Closed -$232K – 696
2013
Q3 		$232K Hold
5,620
– – 0.01% 563
2013
Q2 		$224K Buy
+5,620
New +$234K 0.01% 549

Other funds holding KXI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares Global Consumer Staples ETF (KXI) stake by 68% in Q3 2023, selling an estimated $1.36M and leaving 10,361 shares worth $591K. The position accounts for ﹤0.01% of the portfolio, ranked #1177.

JP Morgan Private Wealth Advisors first reported a position in KXI in Q2 2013 and has held it in 19 quarters since. The position peaked at $2.62M in Q4 2019. 142 funds tracked by Wall St. Rank hold KXI as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 10,361 shares of iShares Global Consumer Staples ETF worth $591K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 22,502 iShares Global Consumer Staples ETF shares in Q3 2023, an estimated $1.36M.
  • iShares Global Consumer Staples ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1177 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares Global Consumer Staples ETF in Q2 2013 and has held it in 19 quarters since.
  • JP Morgan Private Wealth Advisors's iShares Global Consumer Staples ETF position peaked at $2.62M in Q4 2019.
  • 142 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2023.

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