JMPWA
XT icon

JP Morgan Private Wealth Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio XT Stock Details XT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2.02M Sell
38,683
-2,265
-6% -$125K 0.01% 732
2023
Q2 		$2.28M Sell
40,948
-2,660
-6% -$140K 0.01% 519
2023
Q1 		$2.3M Buy
43,608
+219
+0.5% +$11.3K ﹤0.01% 830
2022
Q4 		$2.05M Sell
43,389
-4,980
-10% -$238K ﹤0.01% 836
2022
Q3 		$2.16M Buy
48,369
+2,464
+5% +$123K 0.01% 815
2022
Q2 		$2.2M Sell
45,905
-1,603
-3% -$83.2K 0.01% 809
2022
Q1 		$2.81M Buy
47,508
+5,043
+12% +$296K 0.01% 795
2021
Q4 		$2.81M Buy
42,465
+17,441
+70% +$1.14M 0.01% 791
2021
Q3 		$1.57M Buy
25,024
+2,783
+13% +$179K ﹤0.01% 1002
2021
Q2 		$1.41M Buy
22,241
+3,552
+19% +$219K ﹤0.01% 1030
2021
Q1 		$1.11M Buy
18,689
+504
+3% +$30K ﹤0.01% 993
2020
Q4 		$1.04M Buy
18,185
+224
+1% +$11.8K ﹤0.01% 996
2020
Q3 		$873K Buy
17,961
+1,966
+12% +$94K ﹤0.01% 938
2020
Q2 		$712K Buy
15,995
+4,357
+37% +$179K ﹤0.01% 932
2020
Q1 		$414K Buy
+11,638
New +$476K ﹤0.01% 1003

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares Future Exponential Technologies ETF (XT) stake by 5.5% in Q3 2023, selling an estimated $125K and leaving 38,683 shares worth $2.02M. The position accounts for 0.01% of the portfolio, ranked #732.

JP Morgan Private Wealth Advisors first reported a position in XT in Q1 2020 and has held it in 15 quarters since. The position peaked at $2.81M in Q4 2021. 226 funds tracked by Wall St. Rank hold XT as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 38,683 shares of iShares Future Exponential Technologies ETF worth $2.02M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 2,265 iShares Future Exponential Technologies ETF shares in Q3 2023, an estimated $125K.
  • iShares Future Exponential Technologies ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #732 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares Future Exponential Technologies ETF in Q1 2020 and has held it in 15 quarters since.
  • JP Morgan Private Wealth Advisors's iShares Future Exponential Technologies ETF position peaked at $2.81M in Q4 2021.
  • 226 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2023.

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