LPL Financial’s iShares Global Utilities ETF JXI Stock Holding History

LPL Financial’s Portfolio JXI Stock Details JXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.3M	Buy	131,392 +10,606	+9%	+$889K	﹤0.01%	1889
2025 Q4	$9.5M	Buy	120,786 +77,865	+181%	+$6.22M	﹤0.01%	1975
2025 Q3	$3.33M	Buy	42,921 +1,496	+4%	+$113K	﹤0.01%	2841
2025 Q2	$3.06M	Buy	41,425 +3,096	+8%	+$221K	﹤0.01%	2728
2025 Q1	$2.65M	Sell	38,329 -3,741	-9%	-$249K	﹤0.01%	2703
2024 Q4	$2.7M	Sell	42,070 -35,904	-46%	-$2.44M	﹤0.01%	2592
2024 Q3	$5.52M	Buy	77,974 +42,536	+120%	+$2.77M	﹤0.01%	1911
2024 Q2	$2.12M	Buy	35,438 +4,591	+15%	+$280K	﹤0.01%	2541
2024 Q1	$1.82M	Sell	30,847 -45	-0.1%	-$2.56K	﹤0.01%	2612
2023 Q4	$1.81M	Buy	30,892 +3,762	+14%	+$212K	﹤0.01%	2490
2023 Q3	$1.46M	Sell	27,130 -291	-1%	-$17K	﹤0.01%	2576
2023 Q2	$1.64M	Buy	27,421 +380	+1%	+$23.1K	﹤0.01%	2422
2023 Q1	$1.63M	Buy	27,041 +397	+1%	+$23.5K	﹤0.01%	2313
2022 Q4	$1.6M	Sell	26,644 -89	-0.3%	-$5.16K	﹤0.01%	2257
2022 Q3	$1.46M	Sell	26,733 -1,331	-5%	-$82.3K	﹤0.01%	2224
2022 Q2	$1.69M	Buy	28,064 +1,640	+6%	+$104K	﹤0.01%	2158
2022 Q1	$1.74M	Sell	26,424 -2,181	-8%	-$136K	﹤0.01%	2168
2021 Q4	$1.85M	Sell	28,605 -1,503	-5%	-$92.9K	﹤0.01%	2148
2021 Q3	$1.77M	Buy	30,108 +2,114	+8%	+$131K	﹤0.01%	2147
2021 Q2	$1.66M	Sell	27,994 -678	-2%	-$42K	﹤0.01%	2123
2021 Q1	$1.74M	Buy	28,672 +2,048	+8%	+$121K	﹤0.01%	1949
2020 Q4	$1.6M	Buy	26,624 +268	+1%	+$15.9K	﹤0.01%	1831
2020 Q3	$1.48M	Buy	26,356 +1,180	+5%	+$66.2K	﹤0.01%	1637
2020 Q2	$1.34M	Sell	25,176 -416	-2%	-$21.9K	﹤0.01%	1607
2020 Q1	$1.3M	Sell	25,592 -46,928	-65%	-$2.72M	﹤0.01%	1451
2019 Q4	$4.26M	Buy	72,520 +1,174	+2%	+$67.7K	0.01%	910
2019 Q3	$4.16M	Buy	71,346 +1,022	+1%	+$57K	0.01%	874
2019 Q2	$3.84M	Buy	70,324 +40,599	+137%	+$2.2M	0.01%	900
2019 Q1	$1.61M	Buy	29,725 +1,820	+7%	+$94.6K	﹤0.01%	1322
2018 Q4	$1.37M	Sell	27,905 -394	-1%	-$19.7K	﹤0.01%	1303
2018 Q3	$1.39M	Buy	28,299 +69	+0.2%	+$3.43K	﹤0.01%	1423
2018 Q2	$1.38M	Buy	28,230 +12	+0%	+$585	﹤0.01%	1400
2018 Q1	$1.39M	Sell	28,218 -1,127	-4%	-$54K	﹤0.01%	1366
2017 Q4	$1.45M	Buy	29,345 +1,058	+4%	+$54.6K	﹤0.01%	1273
2017 Q3	$1.43M	Buy	28,287 +912	+3%	+$46.4K	0.01%	1197
2017 Q2	$1.34M	Buy	27,375 +255	+0.9%	+$12.6K	0.01%	1187
2017 Q1	$1.3M	Sell	27,120 -449	-2%	-$20.7K	0.01%	1080
2016 Q4	$1.23M	Buy	27,569 +5,714	+26%	+$258K	0.01%	1079
2016 Q3	$1.01M	Buy	21,855 +910	+4%	+$44K	0.01%	1191
2016 Q2	$1.03M	Sell	20,945 -21,530	-51%	-$1.03M	0.01%	1144
2016 Q1	$2M	Sell	42,475 -324	-0.8%	-$14.6K	0.01%	1201
2015 Q4	$1.88M	Buy	42,799 +20,079	+88%	+$902K	0.01%	1216
2015 Q3	$1.03M	Sell	22,720 -5,086	-18%	-$229K	0.01%	1227
2015 Q2	$1.24M	Sell	27,806 -26	-0.1%	-$1.23K	0.01%	1207
2015 Q1	$1.3M	Sell	27,832 -1,597	-5%	-$76.5K	0.01%	1179
2014 Q4	$1.45M	Sell	29,429 -369	-1%	-$18.1K	0.01%	1071
2014 Q3	$1.42M	Sell	29,798 -1,286	-4%	-$62.5K	0.01%	1063
2014 Q2	$1.56M	Sell	31,084 -2,138	-6%	-$105K	0.01%	1041
2014 Q1	$1.59M	Sell	33,222 -1,999	-6%	-$90.6K	0.01%	963
2013 Q4	$1.56M	Sell	35,221 -31,262	-47%	-$1.39M	0.01%	977
2013 Q3	$2.97M	Buy	66,483 +2,568	+4%	+$111K	0.02%	605
2013 Q2	$2.69M	Buy	+63,915	New	+$2.84M	0.02%	592

Other funds holding JXI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NAM

NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

LPL Financial's JXI Position: Q1 2026 in Review

LPL Financial increased its iShares Global Utilities ETF (JXI) stake by 8.8% in Q1 2026, buying an estimated $889K and bringing the position to 131,392 shares worth $11.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1889.

LPL Financial first reported a position in JXI in Q2 2013 and has held it in 52 quarters since. 78 funds tracked by Wall St. Rank hold JXI as of Q1 2026.

LPL Financial held 131,392 shares of iShares Global Utilities ETF worth $11.3M as of Q1 2026.
LPL Financial bought 10,606 iShares Global Utilities ETF shares in Q1 2026, an estimated $889K.
iShares Global Utilities ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1889 holding.
LPL Financial first reported a position in iShares Global Utilities ETF in Q2 2013 and has held it in 52 quarters since.
78 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.