JP Morgan Private Wealth Advisors’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$248K	Sell	6,241 -269	-4%	-$10.9K	﹤0.01%	1555
2023 Q2	$263K	Sell	6,510 -46	-0.7%	-$1.88K	﹤0.01%	1290
2023 Q1	$280K	Sell	6,556 -879	-12%	-$38.4K	﹤0.01%	1704
2022 Q4	$305K	Sell	7,435 -546	-7%	-$21.4K	﹤0.01%	1658
2022 Q3	$272K	Sell	7,981 -1,638	-17%	-$58.9K	﹤0.01%	1693
2022 Q2	$343K	Buy	9,619 +391	+4%	+$17.4K	﹤0.01%	1596
2022 Q1	$473K	Buy	9,228 +174	+2%	+$8.1K	﹤0.01%	1563
2021 Q4	$386K	Buy	+9,054	New	+$380K	﹤0.01%	1646

Other funds holding PICK

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares MSCI Global Metals & Mining Producers ETF (PICK) stake by 4.1% in Q3 2023, selling an estimated $10.9K and leaving 6,241 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1555.

JP Morgan Private Wealth Advisors first reported a position in PICK in Q4 2021 and has held it in 8 quarters since. The position peaked at $473K in Q1 2022. 159 funds tracked by Wall St. Rank hold PICK as of Q3 2023.

JP Morgan Private Wealth Advisors held 6,241 shares of iShares MSCI Global Metals & Mining Producers ETF worth $248K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 269 iShares MSCI Global Metals & Mining Producers ETF shares in Q3 2023, an estimated $10.9K.
iShares MSCI Global Metals & Mining Producers ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1555 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q4 2021 and has held it in 8 quarters since.
JP Morgan Private Wealth Advisors's iShares MSCI Global Metals & Mining Producers ETF position peaked at $473K in Q1 2022.
159 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q3 2023.

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