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JP Morgan Private Wealth Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$17.6M Sell
195,290
-2,751
-1% -$259K 0.05% 290
2023
Q2 		$18.5M Sell
198,041
-21,522
-10% -$1.91M 0.1% 162
2023
Q1 		$19.3M Sell
219,563
-837
-0.4% -$71.9K 0.04% 314
2022
Q4 		$18.1M Buy
220,400
+33,891
+18% +$2.79M 0.04% 320
2022
Q3 		$14.2M Sell
186,509
-1,930
-1% -$164K 0.04% 334
2022
Q2 		$15.2M Buy
188,439
+19,255
+11% +$1.69M 0.04% 327
2022
Q1 		$16.4M Buy
169,184
+2,066
+1% +$200K 0.04% 351
2021
Q4 		$17.8M Sell
167,118
-2,164
-1% -$222K 0.04% 341
2021
Q3 		$16.2M Buy
169,282
+25,397
+18% +$2.51M 0.04% 344
2021
Q2 		$13.7M Buy
143,885
+6,834
+5% +$632K 0.04% 374
2021
Q1 		$12M Sell
137,051
-5,799
-4% -$495K 0.04% 348
2020
Q4 		$11.8M Buy
142,850
+234
+0.2% +$18.3K 0.04% 337
2020
Q3 		$10.5M Sell
142,616
-13,668
-9% -$987K 0.04% 319
2020
Q2 		$10.5M Sell
156,284
-4,708
-3% -$295K 0.05% 278
2020
Q1 		$8.84M Buy
160,992
+9,454
+6% +$606K 0.05% 278
2019
Q4 		$10.2M Buy
151,538
+2,268
+2% +$145K 0.05% 304
2019
Q3 		$9.23M Buy
149,270
+154
+0.1% +$9.43K 0.05% 304
2019
Q2 		$9.09M Buy
149,116
+1,606
+1% +$96.1K 0.05% 293
2019
Q1 		$8.72M Sell
147,510
-1,146
-0.8% -$64.6K 0.05% 303
2018
Q4 		$7.67M Buy
148,656
+23,324
+19% +$1.29M 0.05% 293
2018
Q3 		$7.48M Sell
125,332
-966
-0.8% -$56.7K 0.04% 355
2018
Q2 		$7.12M Buy
126,298
+13,320
+12% +$750K 0.04% 330
2018
Q1 		$6.26M Buy
112,978
+10,298
+10% +$586K 0.04% 293
2017
Q4 		$5.7M Sell
102,680
-1,320
-1% -$71.6K 0.04% 311
2017
Q3 		$5.43M Buy
+104,000
New +$5.39M 0.04% 307
2017
Q2 		– Sell
-83,534
Closed -$4.1M – 1346
2017
Q1 		$4.1M Buy
83,534
+1,290
+2% +$61.9K 0.03% 335
2016
Q4 		$3.78M Buy
82,244
+14,104
+21% +$640K 0.03% 321
2016
Q3 		$3.1M Buy
68,140
+4,698
+7% +$212K 0.03% 351
2016
Q2 		$2.74M Buy
63,442
+2,140
+3% +$91.9K 0.03% 373
2016
Q1 		$2.61M Sell
61,302
-4,986
-8% -$199K 0.02% 345
2015
Q4 		$2.76M Buy
66,288
+238
+0.4% +$10K 0.03% 316
2015
Q3 		$2.6M Buy
66,050
+2,620
+4% +$109K 0.03% 297
2015
Q2 		$2.7M Buy
63,430
+8,280
+15% +$360K 0.03% 315
2015
Q1 		$2.37M Buy
55,150
+3,620
+7% +$155K 0.03% 344
2014
Q4 		$2.22M Buy
51,530
+1,110
+2% +$46.6K 0.03% 362
2014
Q3 		$2.08M Sell
50,420
-26,914
-35% -$1.11M 0.03% 366
2014
Q2 		$3.18M Buy
77,334
+53,600
+226% +$2.13M 0.05% 246
2014
Q1 		$927K Hold
23,734
– – 0.02% 414
2013
Q4 		$911K Buy
23,734
+140
+0.6% +$5.16K 0.02% 361
2013
Q3 		$835K Buy
23,594
+2,584
+12% +$91K 0.02% 356
2013
Q2 		$711K Buy
+21,010
New +$714K 0.02% 364

Other funds holding SUSA

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 1.4% in Q3 2023, selling an estimated $259K and leaving 195,290 shares worth $17.6M. The position accounts for 0.05% of the portfolio, ranked #290.

JP Morgan Private Wealth Advisors first reported a position in SUSA in Q2 2013 and has held it in 41 quarters since. The position peaked at $19.3M in Q1 2023. 421 funds tracked by Wall St. Rank hold SUSA as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 195,290 shares of iShares ESG Optimized MSCI USA ETF worth $17.6M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 2,751 iShares ESG Optimized MSCI USA ETF shares in Q3 2023, an estimated $259K.
  • iShares ESG Optimized MSCI USA ETF made up 0.05% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #290 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2013 and has held it in 41 quarters since.
  • JP Morgan Private Wealth Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $19.3M in Q1 2023.
  • 421 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2023.

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