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

JP Morgan Private Wealth Advisors’s Portfolio XJR Stock Details XJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$239K Sell
7,221
-22
-0.3% -$772 ﹤0.01% 1571
2023
Q2 		$254K Sell
7,243
-1,581
-18% -$52.9K ﹤0.01% 1306
2023
Q1 		$299K Buy
8,824
+1,138
+15% +$39.9K ﹤0.01% 1680
2022
Q4 		$255K Buy
+7,686
New +$259K ﹤0.01% 1718

Other funds holding XJR

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 0.3% in Q3 2023, selling an estimated $772 and leaving 7,221 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1571.

JP Morgan Private Wealth Advisors first reported a position in XJR in Q4 2022 and has held it in 4 quarters since. The position peaked at $299K in Q1 2023. 42 funds tracked by Wall St. Rank hold XJR as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 7,221 shares of iShares ESG Screened S&P Small-Cap ETF worth $239K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 22 iShares ESG Screened S&P Small-Cap ETF shares in Q3 2023, an estimated $772.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1571 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2022 and has held it in 4 quarters since.
  • JP Morgan Private Wealth Advisors's iShares ESG Screened S&P Small-Cap ETF position peaked at $299K in Q1 2023.
  • 42 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q3 2023.

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