JP Morgan Chase
HEWG

JP Morgan Chase’s iShares Currency Hedged MSCI Germany ETF HEWG Stock Holding History

JP Morgan Chase’s Portfolio HEWG Stock Details HEWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-108
Closed -$3K – 7426
2023
Q1 		$3K Buy
+108
New +$3.26K ﹤0.01% 6371
2020
Q1 		– Sell
-1,349,977
Closed -$39.1M – 5810
2019
Q4 		$39.1M Buy
1,349,977
+31,006
+2% +$881K 0.01% 1099
2019
Q3 		$35.8M Buy
1,318,971
+315,466
+31% +$8.36M 0.01% 1138
2019
Q2 		$27.4M Sell
1,003,505
-295,555
-23% -$8.02M 0.01% 1340
2019
Q1 		$33.7M Buy
1,299,060
+1,294,259
+26,958% +$32.8M 0.01% 1186
2018
Q4 		$114K Hold
4,801
– – ﹤0.01% 4801
2018
Q3 		$131K Sell
4,801
-210,000
-98% -$5.8M ﹤0.01% 4854
2018
Q2 		$5.97M Buy
214,801
+194,214
+943% +$5.54M ﹤0.01% 2538
2018
Q1 		$564K Buy
+20,587
New +$584K ﹤0.01% 3955
2016
Q3 		– Sell
-8,891
Closed -$202K – 4868
2016
Q2 		$202K Sell
8,891
-25,280
-74% -$584K ﹤0.01% 3714
2016
Q1 		$786K Buy
34,171
+18,305
+115% +$409K ﹤0.01% 3164
2015
Q4 		$387K Sell
15,866
-2,309
-13% -$56.9K ﹤0.01% 3477
2015
Q3 		$412K Sell
18,175
-243,837
-93% -$6.11M ﹤0.01% 3492
2015
Q2 		$6.84M Buy
+262,012
New +$7.23M ﹤0.01% 2186

Other funds holding HEWG

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TLCM
Twin Lakes Capital Management Redwood Shores, California $220M AUM 31.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase's HEWG Position: Q2 2023 in Review

JP Morgan Chase sold out of iShares Currency Hedged MSCI Germany ETF (HEWG) in Q2 2023, closing a stake of 108 shares — an estimated $3K sold.

JP Morgan Chase first reported a position in HEWG in Q2 2015 and held it in 14 quarters. The position peaked at $39.1M in Q4 2019. 18 funds tracked by Wall St. Rank hold HEWG as of Q2 2023.

  • JP Morgan Chase reported no remaining iShares Currency Hedged MSCI Germany ETF position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Chase sold 108 iShares Currency Hedged MSCI Germany ETF shares in Q2 2023, an estimated $3K.
  • JP Morgan Chase first reported a position in iShares Currency Hedged MSCI Germany ETF in Q2 2015 and held it in 14 quarters.
  • JP Morgan Chase's iShares Currency Hedged MSCI Germany ETF position peaked at $39.1M in Q4 2019.
  • 18 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q2 2023.

Based on JP Morgan Chase's 13F filing for Q2 2023, filed 11 Aug 2023.