Avior Wealth Management’s iShares JPX-Nikkei 400 ETF JPXN Stock Holding History

Avior Wealth Management’s Portfolio JPXN Stock Details JPXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-29	Closed	-$2.1K	–	1578
2024 Q4	$2.1K	Buy	+29	New	+$2.13K	﹤0.01%	2106
2016 Q2	–	Sell	-208	Closed	-$10K	–	478
2016 Q1	$10K	Hold	208	–	–	﹤0.01%	345
2015 Q4	$11K	Buy	208 +2	+1%	+$107	0.01%	310
2015 Q3	$10K	Hold	206	–	–	0.01%	280
2015 Q2	$11K	Buy	206 +1	+0.5%	+$56	0.01%	257
2015 Q1	$11K	Sell	205 -303	-60%	-$15.5K	0.01%	245
2014 Q4	$25K	Sell	508 -466	-48%	-$22.9K	0.02%	177
2014 Q3	$49K	Buy	974 +6	+0.6%	+$307	0.04%	132
2014 Q2	$50K	Hold	968	–	–	0.04%	131
2014 Q1	$47K	Buy	+968	New	+$48.1K	0.04%	131

Other funds holding JPXN

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Avior Wealth Management's JPXN Position: Q1 2025 in Review

Avior Wealth Management sold out of iShares JPX-Nikkei 400 ETF (JPXN) in Q1 2025, closing a stake of 29 shares — an estimated $2.1K sold.

Avior Wealth Management first reported a position in JPXN in Q1 2014 and held it in 10 quarters. The position peaked at $50K in Q2 2014. 25 funds tracked by Wall St. Rank hold JPXN as of Q1 2025.

Avior Wealth Management reported no remaining iShares JPX-Nikkei 400 ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 29 iShares JPX-Nikkei 400 ETF shares in Q1 2025, an estimated $2.1K.
Avior Wealth Management first reported a position in iShares JPX-Nikkei 400 ETF in Q1 2014 and held it in 10 quarters.
Avior Wealth Management's iShares JPX-Nikkei 400 ETF position peaked at $50K in Q2 2014.
25 funds tracked by Wall St. Rank held iShares JPX-Nikkei 400 ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.