JP Morgan Private Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$29M	Sell	183,786 -39,723	-18%	-$6.61M	0.08%	225
2023 Q2	$37.8M	Sell	223,509 -12,369	-5%	-$1.86M	0.2%	107
2023 Q1	$35M	Buy	235,878 +7,017	+3%	+$956K	0.07%	234
2022 Q4	$26.5M	Sell	228,861 -111	-0%	-$12.9K	0.06%	269
2022 Q3	$24.3M	Sell	228,972 -8,208	-3%	-$1.03M	0.06%	258
2022 Q2	$27.6M	Sell	237,180 -51,816	-18%	-$6.99M	0.07%	243
2022 Q1	$45.6M	Sell	288,996 -6,804	-2%	-$1.09M	0.1%	204
2021 Q4	$53.5M	Sell	295,800 -3,972	-1%	-$666K	0.12%	184
2021 Q3	$44.6M	Buy	299,772 +2,760	+0.9%	+$419K	0.11%	194
2021 Q2	$45M	Sell	297,012 -1,656	-0.6%	-$237K	0.12%	189
2021 Q1	$42.2M	Sell	298,668 -1,332	-0.4%	-$182K	0.14%	160
2020 Q4	$37.9M	Sell	300,000 -1,587	-0.5%	-$182K	0.12%	177
2020 Q3	$30.6M	Sell	301,587 -693	-0.2%	-$67.7K	0.12%	167
2020 Q2	$27.3M	Buy	302,280 +29,481	+11%	+$2.38M	0.12%	162
2020 Q1	$18.7M	Sell	272,799 -48,507	-15%	-$3.84M	0.11%	179
2019 Q4	$26.9M	Buy	321,306 +18,162	+6%	+$1.4M	0.12%	167
2019 Q3	$21.4M	Sell	303,144 -4,959	-2%	-$342K	0.11%	174
2019 Q2	$20.4M	Buy	308,103 +5,217	+2%	+$341K	0.11%	181
2019 Q1	$19.1M	Buy	302,886 +16,308	+6%	+$963K	0.1%	201
2018 Q4	$15M	Sell	286,578 -129,801	-31%	-$7.12M	0.09%	203
2018 Q3	$25.7M	Buy	416,379 +35,679	+9%	+$2.2M	0.13%	174
2018 Q2	$22.6M	Sell	380,700 -3,198	-0.8%	-$194K	0.13%	171
2018 Q1	$23M	Sell	383,898 -4,107	-1%	-$250K	0.16%	146
2017 Q4	$22M	Sell	388,005 -2,772	-0.7%	-$158K	0.14%	153
2017 Q3	$20.7M	Sell	390,777 -6,402	-2%	-$318K	0.15%	151
2017 Q2	$18.6M	Sell	397,179 -12,228	-3%	-$576K	0.14%	154
2017 Q1	$18.7M	Sell	409,407 -3,315	-0.8%	-$145K	0.14%	155
2016 Q4	$16.9M	Sell	412,722 -1,824	-0.4%	-$70.5K	0.15%	144
2016 Q3	$15.6M	Sell	414,546 -8,271	-2%	-$289K	0.15%	152
2016 Q2	$13.2M	Buy	422,817 +16,566	+4%	+$505K	0.13%	156
2016 Q1	$12.4M	Sell	406,251 -3,726	-0.9%	-$105K	0.12%	156
2015 Q4	$12.3M	Buy	409,977 +4,218	+1%	+$126K	0.13%	161
2015 Q3	$11M	Sell	405,759 -8,757	-2%	-$249K	0.14%	152
2015 Q2	$12.7M	Buy	414,516 +33,396	+9%	+$1.07M	0.15%	159
2015 Q1	$11.9M	Buy	381,120 +7,941	+2%	+$248K	0.14%	158
2014 Q4	$11.6M	Buy	373,179 +16,194	+5%	+$474K	0.14%	162
2014 Q3	$10.3M	Buy	356,985 +21,498	+6%	+$620K	0.13%	170
2014 Q2	$9.66M	Buy	335,487 +22,671	+7%	+$612K	0.16%	138
2014 Q1	$8.31M	Buy	312,816 +14,805	+5%	+$371K	0.15%	155
2013 Q4	$7.22M	Buy	298,011 +28,896	+11%	+$663K	0.15%	159
2013 Q3	$5.98M	Buy	269,115 +169,590	+170%	+$3.67M	0.14%	166
2013 Q2	$2.11M	Buy	+99,525	New	+$2.03M	0.05%	238

Other funds holding SOXX

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 18% in Q3 2023, selling an estimated $6.61M and leaving 183,786 shares worth $29M. The position accounts for 0.08% of the portfolio, ranked #225.

JP Morgan Private Wealth Advisors first reported a position in SOXX in Q2 2013 and has held it in 42 quarters since. The position peaked at $53.5M in Q4 2021. 523 funds tracked by Wall St. Rank hold SOXX as of Q3 2023.

JP Morgan Private Wealth Advisors held 183,786 shares of iShares Semiconductor ETF worth $29M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 39,723 iShares Semiconductor ETF shares in Q3 2023, an estimated $6.61M.
iShares Semiconductor ETF made up 0.08% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #225 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares Semiconductor ETF in Q2 2013 and has held it in 42 quarters since.
JP Morgan Private Wealth Advisors's iShares Semiconductor ETF position peaked at $53.5M in Q4 2021.
523 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2023.

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