JP Morgan Private Wealth Advisors’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.93M | Sell |
55,162
-3,162
| -5% | -$111K | 0.01% | 750 |
|
|
2023
Q2 | $2.06M | Sell |
58,324
-11,267
| -16% | -$405K | 0.01% | 551 |
|
|
2023
Q1 | $2.45M | Buy |
69,591
+6,800
| +11% | +$234K | 0.01% | 801 |
|
|
2022
Q4 | $2.02M | Buy |
62,791
+4,304
| +7% | +$151K | ﹤0.01% | 847 |
|
|
2022
Q3 | $1.96M | Sell |
58,487
-415
| -0.7% | -$14.8K | 0.01% | 851 |
|
|
2022
Q2 | $2.05M | Sell |
58,902
-165
| -0.3% | -$6.06K | 0.01% | 840 |
|
|
2022
Q1 | $2.23M | Sell |
59,067
-1,565
| -3% | -$59.1K | ﹤0.01% | 863 |
|
|
2021
Q4 | $2.38M | Buy |
60,632
+1,001
| +2% | +$38.9K | 0.01% | 835 |
|
|
2021
Q3 | $2.25M | Buy |
59,631
+711
| +1% | +$27.1K | 0.01% | 851 |
|
|
2021
Q2 | $2.21M | Buy |
58,920
+5,251
| +10% | +$196K | 0.01% | 830 |
|
|
2021
Q1 | $1.95M | Sell |
53,669
-2,802
| -5% | -$98.4K | 0.01% | 778 |
|
|
2020
Q4 | $1.9M | Sell |
56,471
-3,691
| -6% | -$119K | 0.01% | 745 |
|
|
2020
Q3 | $1.84M | Sell |
60,162
-63,320
| -51% | -$1.95M | 0.01% | 670 |
|
|
2020
Q2 | $3.73M | Buy |
123,482
+59,420
| +93% | +$1.72M | 0.02% | 424 |
|
|
2020
Q1 | $1.72M | Sell |
64,062
-30,705
| -32% | -$967K | 0.01% | 572 |
|
|
2019
Q4 | $3.2M | Buy |
94,767
+36,758
| +63% | +$1.22M | 0.01% | 521 |
|
|
2019
Q3 | $1.88M | Sell |
58,009
-42,031
| -42% | -$1.33M | 0.01% | 602 |
|
|
2019
Q2 | $3.16M | Sell |
100,040
-3,079
| -3% | -$97.8K | 0.02% | 493 |
|
|
2019
Q1 | $3.22M | Sell |
103,119
-2,068
| -2% | -$62.2K | 0.02% | 511 |
|
|
2018
Q4 | $2.94M | Buy |
105,187
+3,510
| +3% | +$105K | 0.02% | 485 |
|
|
2018
Q3 | $3.29M | Sell |
101,677
-409
| -0.4% | -$13K | 0.02% | 518 |
|
|
2018
Q2 | $3.21M | Buy |
102,086
+3,698
| +4% | +$118K | 0.02% | 501 |
|
|
2018
Q1 | $3.02M | Buy |
98,388
+12,470
| +15% | +$392K | 0.02% | 411 |
|
|
2017
Q4 | $2.73M | Sell |
85,918
-8,929
| -9% | -$284K | 0.02% | 431 |
|
|
2017
Q3 | $2.94M | Buy |
94,847
+1,347
| +1% | +$40.8K | 0.02% | 398 |
|
|
2017
Q2 | $2.81M | Sell |
93,500
-11,393
| -11% | -$346K | 0.02% | 402 |
|
|
2017
Q1 | $3.1M | Buy |
104,893
+58,940
| +128% | +$1.7M | 0.02% | 389 |
|
|
2016
Q4 | $1.29M | Sell |
45,953
-35,350
| -43% | -$954K | 0.01% | 533 |
|
|
2016
Q3 | $2.15M | Sell |
81,303
-35,656
| -30% | -$924K | 0.02% | 420 |
|
|
2016
Q2 | $2.92M | Buy |
116,959
+47,966
| +70% | +$1.23M | 0.03% | 362 |
|
|
2016
Q1 | $1.76M | Sell |
68,993
-1,507,320
| -96% | -$38M | 0.02% | 426 |
|
|
2015
Q4 | $42.8M | Buy |
1,576,313
+1,185,091
| +303% | +$32.7M | 0.44% | 65 |
|
|
2015
Q3 | $10.2M | Sell |
391,222
-1,131,046
| -74% | -$31.8M | 0.13% | 159 |
|
|
2015
Q2 | $43.6M | Buy |
1,522,268
+1,333,892
| +708% | +$40.6M | 0.5% | 57 |
|
|
2015
Q1 | $5.64M | Buy |
+188,376
| New | +$5.41M | 0.06% | 234 |
|
Other funds holding DBEF
UCFA
GA
JP Morgan Private Wealth Advisors's DBEF Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) stake by 5.4% in Q3 2023, selling an estimated $111K and leaving 55,162 shares worth $1.93M. The position accounts for 0.01% of the portfolio, ranked #750.
JP Morgan Private Wealth Advisors first reported a position in DBEF in Q1 2015 and has held it in 35 quarters since. The position peaked at $43.6M in Q2 2015. 259 funds tracked by Wall St. Rank hold DBEF as of Q3 2023.
- JP Morgan Private Wealth Advisors held 55,162 shares of Xtrackers MSCI EAFE Hedged Equity ETF worth $1.93M as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 3,162 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q3 2023, an estimated $111K.
- Xtrackers MSCI EAFE Hedged Equity ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #750 holding.
- JP Morgan Private Wealth Advisors first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q1 2015 and has held it in 35 quarters since.
- JP Morgan Private Wealth Advisors's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $43.6M in Q2 2015.
- 259 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.