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

Tompkins 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
2024 Q4	–	Sell	-250	Closed	-$17.7K	–	566
2024 Q3	$17.7K	Hold	250	–	–	﹤0.01%	429
2024 Q2	$15K	Hold	250	–	–	﹤0.01%	457
2024 Q1	$14.8K	Hold	250	–	–	﹤0.01%	467
2023 Q4	$14.6K	Hold	250	–	–	﹤0.01%	457
2023 Q3	$13.5K	Sell	250 -50	-17%	-$2.92K	﹤0.01%	442
2023 Q2	$17.9K	Hold	300	–	–	﹤0.01%	419
2023 Q1	$18.1K	Hold	300	–	–	﹤0.01%	429
2022 Q4	$18K	Hold	300	–	–	﹤0.01%	423
2022 Q3	$16K	Hold	300	–	–	﹤0.01%	434
2022 Q2	$18K	Hold	300	–	–	﹤0.01%	418
2022 Q1	$20K	Buy	+300	New	+$18.8K	﹤0.01%	430

Other funds holding JXI

CIM

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Tompkins Financial's JXI Position: Q4 2024 in Review

Tompkins Financial sold out of iShares Global Utilities ETF (JXI) in Q4 2024, closing a stake of 250 shares — an estimated $17.7K sold.

Tompkins Financial first reported a position in JXI in Q1 2022 and held it in 11 quarters. The position peaked at $20K in Q1 2022. 52 funds tracked by Wall St. Rank hold JXI as of Q4 2024.

Tompkins Financial reported no remaining iShares Global Utilities ETF position as of Q4 2024 after selling out during the quarter.
Tompkins Financial sold 250 iShares Global Utilities ETF shares in Q4 2024, an estimated $17.7K.
Tompkins Financial first reported a position in iShares Global Utilities ETF in Q1 2022 and held it in 11 quarters.
Tompkins Financial's iShares Global Utilities ETF position peaked at $20K in Q1 2022.
52 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q4 2024.

Based on Tompkins Financial's 13F filing for Q4 2024, filed 15 Jan 2025.