JPMPWA
J.P. Morgan Private Wealth Advisors’s iShares Europe ETF IEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $676K | Sell |
14,160
-8,428
| -37% | -$402K | ﹤0.01% | 1120 |
|
|
2023
Q2 | $1.14M | Buy |
22,588
+2,830
| +14% | +$143K | 0.01% | 727 |
|
|
2023
Q1 | $988K | Sell |
19,758
-6,206
| -24% | -$310K | ﹤0.01% | 1168 |
|
|
2022
Q4 | $1.18M | Sell |
25,964
-7,505
| -22% | -$340K | ﹤0.01% | 1072 |
|
|
2022
Q3 | $1.26M | Buy |
33,469
+2,541
| +8% | +$96K | ﹤0.01% | 1030 |
|
|
2022
Q2 | $1.32M | Sell |
30,928
-221
| -0.7% | -$9.44K | ﹤0.01% | 998 |
|
|
2022
Q1 | $1.57M | Buy |
31,149
+10,209
| +49% | +$513K | ﹤0.01% | 1003 |
|
|
2021
Q4 | $1.14M | Buy |
20,940
+5,296
| +34% | +$288K | ﹤0.01% | 1177 |
|
|
2021
Q3 | $815K | Buy |
15,644
+319
| +2% | +$16.6K | ﹤0.01% | 1301 |
|
|
2021
Q2 | $817K | Sell |
15,325
-612
| -4% | -$32.6K | ﹤0.01% | 1287 |
|
|
2021
Q1 | $801K | Sell |
15,937
-320
| -2% | -$16.1K | ﹤0.01% | 1136 |
|
|
2020
Q4 | $779K | Sell |
16,257
-4,316
| -21% | -$207K | ﹤0.01% | 1100 |
|
|
2020
Q3 | $861K | Sell |
20,573
-2,011
| -9% | -$84.2K | ﹤0.01% | 940 |
|
|
2020
Q2 | $912K | Sell |
22,584
-2,586
| -10% | -$104K | ﹤0.01% | 844 |
|
|
2020
Q1 | $889K | Sell |
25,170
-10,911
| -30% | -$385K | 0.01% | 747 |
|
|
2019
Q4 | $1.69M | Sell |
36,081
-12,481
| -26% | -$586K | 0.01% | 645 |
|
|
2019
Q3 | $2.1M | Sell |
48,562
-14,873
| -23% | -$643K | 0.01% | 581 |
|
|
2019
Q2 | $2.8M | Sell |
63,435
-3,167
| -5% | -$140K | 0.02% | 517 |
|
|
2019
Q1 | $2.89M | Sell |
66,602
-1,978
| -3% | -$85.8K | 0.02% | 540 |
|
|
2018
Q4 | $2.68M | Sell |
68,580
-8,672
| -11% | -$339K | 0.02% | 514 |
|
|
2018
Q3 | $3.48M | Buy |
+77,252
| New | +$3.48M | 0.02% | 507 |
|
|
2018
Q1 | – | Sell |
-2,954,190
| Closed | -$140M | – | 1328 |
|
|
2017
Q4 | $140M | Buy |
2,954,190
+1,501,237
| +103% | +$70.9M | 0.92% | 19 |
|
|
2017
Q3 | $68.1M | Buy |
1,452,953
+14,639
| +1% | +$686K | 0.49% | 55 |
|
|
2017
Q2 | $63.7M | Buy |
1,438,314
+9,548
| +0.7% | +$423K | 0.48% | 56 |
|
|
2017
Q1 | $59.8M | Sell |
1,428,766
-717,224
| -33% | -$30M | 0.46% | 57 |
|
|
2016
Q4 | $83.3M | Sell |
2,145,990
-52,363
| -2% | -$2.03M | 0.72% | 32 |
|
|
2016
Q3 | $86.6M | Sell |
2,198,353
-539,082
| -20% | -$21.2M | 0.81% | 28 |
|
|
2016
Q2 | $103M | Buy |
+2,737,435
| New | +$103M | 1% | 16 |
|