JP Morgan Chase’s First Trust TCW Emerging Markets Debt ETF EFIX Stock Holding History

JP Morgan Chase’s Portfolio EFIX Stock Details EFIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-99,700	Closed	-$1.43M	–	7084
2022 Q3	$1.43M	Hold	99,700	–	–	﹤0.01%	3746
2022 Q2	$1.52M	Hold	99,700	–	–	﹤0.01%	3765
2022 Q1	$1.75M	Sell	99,700 -100,000	-50%	-$1.79M	﹤0.01%	3861
2021 Q4	$3.79M	Hold	199,700	–	–	﹤0.01%	3293
2021 Q3	$3.85M	Sell	199,700 -300	-0.2%	-$5.93K	﹤0.01%	3263
2021 Q2	$3.96M	Hold	200,000	–	–	﹤0.01%	3261
2021 Q1	$3.86M	Buy	+200,000	New	+$3.91M	﹤0.01%	3198

Other funds holding EFIX

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

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

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

JP Morgan Chase's EFIX Position: Q4 2022 in Review

JP Morgan Chase sold out of First Trust TCW Emerging Markets Debt ETF (EFIX) in Q4 2022, closing a stake of 99,700 shares — an estimated $1.43M sold.

JP Morgan Chase first reported a position in EFIX in Q1 2021 and held it in 7 quarters. The position peaked at $3.96M in Q2 2021. 3 funds tracked by Wall St. Rank hold EFIX as of Q4 2022.

JP Morgan Chase reported no remaining First Trust TCW Emerging Markets Debt ETF position as of Q4 2022 after selling out during the quarter.
JP Morgan Chase sold 99,700 First Trust TCW Emerging Markets Debt ETF shares in Q4 2022, an estimated $1.43M.
JP Morgan Chase first reported a position in First Trust TCW Emerging Markets Debt ETF in Q1 2021 and held it in 7 quarters.
JP Morgan Chase's First Trust TCW Emerging Markets Debt ETF position peaked at $3.96M in Q2 2021.
3 funds tracked by Wall St. Rank held First Trust TCW Emerging Markets Debt ETF as of Q4 2022.

Based on JP Morgan Chase's 13F filing for Q4 2022, filed 13 Feb 2023.