JP Morgan Private Wealth Advisors’s iShares Global Materials ETF MXI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$360K	Hold	4,591	–	–	﹤0.01%	1385
2023 Q2	$376K	Buy	4,591 +1,285	+39%	+$105K	﹤0.01%	1148
2023 Q1	$277K	Hold	3,306	–	–	﹤0.01%	1712
2022 Q4	$260K	Buy	+3,306	New	+$253K	﹤0.01%	1708
2022 Q3	–	Sell	-2,734	Closed	-$202K	–	1956
2022 Q2	$202K	Sell	2,734 -6,895	-72%	-$596K	﹤0.01%	1825
2022 Q1	$905K	Sell	9,629 -193	-2%	-$17.3K	﹤0.01%	1267
2021 Q4	$888K	Sell	9,822 -5,387	-35%	-$479K	﹤0.01%	1307
2021 Q3	$1.3M	Sell	15,209 -1,089	-7%	-$99K	﹤0.01%	1091
2021 Q2	$1.48M	Buy	16,298 +3,422	+27%	+$318K	﹤0.01%	1012
2021 Q1	$1.12M	Sell	12,876 -1,593	-11%	-$136K	﹤0.01%	989
2020 Q4	$1.18M	Sell	14,469 -492	-3%	-$37K	﹤0.01%	941
2020 Q3	$1.04M	Sell	14,961 -210	-1%	-$14.4K	﹤0.01%	873
2020 Q2	$950K	Buy	+15,171	New	+$874K	﹤0.01%	831

Other funds holding MXI

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

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return

WAOTB

Wealth Advisors of Tampa Bay Tampa, Florida $302M AUM 26.95% 1-Year Est. Return

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

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

JP Morgan Private Wealth Advisors held its iShares Global Materials ETF (MXI) position steady in Q3 2023 at 4,591 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

JP Morgan Private Wealth Advisors first reported a position in MXI in Q2 2020 and has held it in 13 quarters since. The position peaked at $1.48M in Q2 2021. 74 funds tracked by Wall St. Rank hold MXI as of Q3 2023.

JP Morgan Private Wealth Advisors held 4,591 shares of iShares Global Materials ETF worth $360K as of Q3 2023.
JP Morgan Private Wealth Advisors left its iShares Global Materials ETF share count unchanged in Q3 2023.
iShares Global Materials ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1385 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares Global Materials ETF in Q2 2020 and has held it in 13 quarters since.
JP Morgan Private Wealth Advisors's iShares Global Materials ETF position peaked at $1.48M in Q2 2021.
74 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q3 2023.

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