JMPWA
AAXJ icon

JP Morgan Private Wealth Advisors’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio AAXJ Stock Details AAXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$486K Sell
7,655
-1,801
-19% -$119K ﹤0.01% 1257
2023
Q2 		$628K Sell
9,456
-47,296
-83% -$3.16M ﹤0.01% 944
2023
Q1 		$3.85M Sell
56,752
-227,573
-80% -$15.5M 0.01% 658
2022
Q4 		$18.4M Buy
284,325
+35,758
+14% +$2.21M 0.04% 319
2022
Q3 		$14.5M Buy
248,567
+231,496
+1,356% +$15.4M 0.04% 329
2022
Q2 		$1.18M Sell
17,071
-102
-0.6% -$7.2K ﹤0.01% 1049
2022
Q1 		$1.29M Buy
17,173
+4,827
+39% +$382K ﹤0.01% 1091
2021
Q4 		$1.02M Buy
12,346
+1,171
+10% +$99.8K ﹤0.01% 1231
2021
Q3 		$949K Buy
11,175
+4,705
+73% +$416K ﹤0.01% 1236
2021
Q2 		$611K Sell
6,470
-4,334
-40% -$405K ﹤0.01% 1403
2021
Q1 		$1M Sell
10,804
-378
-3% -$36.2K ﹤0.01% 1033
2020
Q4 		$1M Buy
11,182
+71
+0.6% +$5.95K ﹤0.01% 1009
2020
Q3 		$857K Buy
11,111
+5,675
+104% +$432K ﹤0.01% 941
2020
Q2 		$376K Sell
5,436
-5,259
-49% -$342K ﹤0.01% 1221
2020
Q1 		$639K Sell
10,695
-1,297
-11% -$89K ﹤0.01% 842
2019
Q4 		$881K Sell
11,992
-5,404
-31% -$378K ﹤0.01% 848
2019
Q3 		$1.15M Sell
17,396
-51,014
-75% -$3.42M 0.01% 711
2019
Q2 		$4.77M Buy
68,410
+9,680
+16% +$672K 0.03% 395
2019
Q1 		$4.15M Buy
58,730
+7,829
+15% +$534K 0.02% 442
2018
Q4 		$3.23M Sell
50,901
-5,051
-9% -$328K 0.02% 460
2018
Q3 		$3.95M Buy
55,952
+51,949
+1,298% +$3.69M 0.02% 480
2018
Q2 		$287K Buy
+4,003
New +$304K ﹤0.01% 1223
2018
Q1 		– Sell
-11,383
Closed -$868K – 1295
2017
Q4 		$868K Buy
11,383
+7,786
+216% +$587K 0.01% 703
2017
Q3 		$260K Sell
3,597
-2,120
-37% -$150K ﹤0.01% 1066
2017
Q2 		$386K Hold
5,717
– – ﹤0.01% 918
2017
Q1 		$360K Hold
5,717
– – ﹤0.01% 997
2016
Q4 		$314K Sell
5,717
-250
-4% -$14.4K ﹤0.01% 976
2016
Q3 		$361K Hold
5,967
– – ﹤0.01% 909
2016
Q2 		$326K Hold
5,967
– – ﹤0.01% 944
2016
Q1 		$326K Sell
5,967
-1,540
-21% -$77.6K ﹤0.01% 916
2015
Q4 		$401K Buy
+7,507
New +$418K ﹤0.01% 764
2015
Q2 		– Sell
-5,020
Closed -$321K – 1041
2015
Q1 		$321K Hold
5,020
– – ﹤0.01% 865
2014
Q4 		$306K Buy
5,020
+350
+7% +$21.5K ﹤0.01% 863
2014
Q3 		$286K Buy
+4,670
New +$302K ﹤0.01% 858
2013
Q4 		– Sell
-4,353
Closed -$254K – 652
2013
Q3 		$254K Sell
4,353
-1,660
-28% -$93.8K 0.01% 545
2013
Q2 		$329K Buy
+6,013
New +$350K 0.01% 481

Other funds holding AAXJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AAXJ Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its iShares MSCI All Country Asia ex Japan ETF (AAXJ) stake by 19% in Q3 2023, selling an estimated $119K and leaving 7,655 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

JP Morgan Private Wealth Advisors first reported a position in AAXJ in Q2 2013 and has held it in 36 quarters since. The position peaked at $18.4M in Q4 2022. 181 funds tracked by Wall St. Rank hold AAXJ as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 7,655 shares of iShares MSCI All Country Asia ex Japan ETF worth $486K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,801 iShares MSCI All Country Asia ex Japan ETF shares in Q3 2023, an estimated $119K.
  • iShares MSCI All Country Asia ex Japan ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1257 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q2 2013 and has held it in 36 quarters since.
  • JP Morgan Private Wealth Advisors's iShares MSCI All Country Asia ex Japan ETF position peaked at $18.4M in Q4 2022.
  • 181 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.