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JP Morgan Private Wealth Advisors’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio XJH Stock Details XJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,838
Closed -$208K – 1795
2023
Q2 		$208K Buy
+5,838
New +$197K ﹤0.01% 1376

Other funds holding XJH

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q3 2023, closing a stake of 5,838 shares — an estimated $208K sold.

JP Morgan Private Wealth Advisors first reported a position in XJH in Q2 2023 and held it in 1 quarter. The position peaked at $208K in Q2 2023. 86 funds tracked by Wall St. Rank hold XJH as of Q3 2023.

  • JP Morgan Private Wealth Advisors reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 5,838 iShares ESG Screened S&P Mid-Cap ETF shares in Q3 2023, an estimated $208K.
  • JP Morgan Private Wealth Advisors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2023 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's iShares ESG Screened S&P Mid-Cap ETF position peaked at $208K in Q2 2023.
  • 86 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q3 2023.

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