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

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

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.