JP Morgan Private Wealth Advisors’s iShares Asia 50 ETF AIA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio AIA Stock Details AIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,634	Closed	-$206K	–	1984
2021 Q3	$206K	Sell	2,634 -37	-1%	-$3.1K	﹤0.01%	1844
2021 Q2	$245K	Sell	2,671 -373	-12%	-$34.2K	﹤0.01%	1755
2021 Q1	$281K	Hold	3,044	–	–	﹤0.01%	1555
2020 Q4	$265K	Hold	3,044	–	–	﹤0.01%	1545
2020 Q3	$219K	Buy	+3,044	New	+$216K	﹤0.01%	1491
2020 Q1	–	Sell	-3,044	Closed	-$201K	–	1424
2019 Q4	$201K	Sell	3,044 -445	-13%	-$27.7K	﹤0.01%	1399
2019 Q3	$205K	Hold	3,489	–	–	﹤0.01%	1342
2019 Q2	$214K	Hold	3,489	–	–	﹤0.01%	1283
2019 Q1	$213K	Sell	3,489 -985	-22%	-$58.7K	﹤0.01%	1356
2018 Q4	$247K	Sell	4,474 -552	-11%	-$31.4K	﹤0.01%	1252
2018 Q3	$314K	Buy	+5,026	New	+$312K	﹤0.01%	1270
2016 Q2	–	Sell	-8,395	Closed	-$364K	–	1255
2016 Q1	$364K	Sell	8,395 -282	-3%	-$11.2K	﹤0.01%	872
2015 Q4	$367K	Hold	8,677	–	–	﹤0.01%	792
2015 Q3	$361K	Buy	+8,677	New	+$389K	﹤0.01%	726
2015 Q2	–	Sell	-7,581	Closed	-$379K	–	1047
2015 Q1	$379K	Buy	+7,581	New	+$369K	﹤0.01%	804

Other funds holding AIA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

FPCM

Financial Partners Capital Management New York $449M AUM 11.1% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AIA Position: Q4 2021 in Review

JP Morgan Private Wealth Advisors sold out of iShares Asia 50 ETF (AIA) in Q4 2021, closing a stake of 2,634 shares — an estimated $206K sold.

JP Morgan Private Wealth Advisors first reported a position in AIA in Q1 2015 and held it in 15 quarters. The position peaked at $379K in Q1 2015. 96 funds tracked by Wall St. Rank hold AIA as of Q4 2021.

JP Morgan Private Wealth Advisors reported no remaining iShares Asia 50 ETF position as of Q4 2021 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 2,634 iShares Asia 50 ETF shares in Q4 2021, an estimated $206K.
JP Morgan Private Wealth Advisors first reported a position in iShares Asia 50 ETF in Q1 2015 and held it in 15 quarters.
JP Morgan Private Wealth Advisors's iShares Asia 50 ETF position peaked at $379K in Q1 2015.
96 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q4 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.