JMPWA
DOL icon

JP Morgan Private Wealth Advisors’s WisdomTree True Developed International Fund DOL Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio DOL Stock Details DOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$16.5M Sell
362,262
-1,771
-0.5% -$83.1K 0.05% 300
2023
Q2 		$17.2M Buy
364,033
+3,584
+1% +$170K 0.09% 172
2023
Q1 		$16.8M Buy
360,449
+37,161
+11% +$1.73M 0.04% 335
2022
Q4 		$14.2M Buy
323,288
+55,639
+21% +$2.33M 0.03% 359
2022
Q3 		$10M Buy
267,649
+164,868
+160% +$6.82M 0.03% 400
2022
Q2 		$4.3M Buy
102,781
+782
+0.8% +$35.9K 0.01% 611
2022
Q1 		$4.96M Sell
101,999
-916
-0.9% -$44.9K 0.01% 618
2021
Q4 		$5.08M Sell
102,915
-14,702
-12% -$714K 0.01% 605
2021
Q3 		$5.59M Buy
117,617
+3,716
+3% +$185K 0.01% 562
2021
Q2 		$5.62M Buy
113,901
+12,053
+12% +$599K 0.01% 561
2021
Q1 		$4.82M Sell
101,848
-26,343
-21% -$1.24M 0.02% 514
2020
Q4 		$5.89M Sell
128,191
-4,200
-3% -$183K 0.02% 443
2020
Q3 		$5.47M Sell
132,391
-5,149
-4% -$218K 0.02% 411
2020
Q2 		$5.61M Sell
137,540
-11,590
-8% -$453K 0.03% 352
2020
Q1 		$5.51M Buy
149,130
+70,863
+91% +$3.14M 0.03% 341
2019
Q4 		$3.83M Buy
78,267
+3,566
+5% +$169K 0.02% 479
2019
Q3 		$3.43M Sell
74,701
-9,517
-11% -$436K 0.02% 485
2019
Q2 		$3.97M Buy
84,218
+1,784
+2% +$83.4K 0.02% 441
2019
Q1 		$3.82M Buy
82,434
+907
+1% +$41.2K 0.02% 467
2018
Q4 		$3.47M Buy
81,527
+29,144
+56% +$1.31M 0.02% 440
2018
Q3 		$2.53M Buy
+52,383
New +$2.53M 0.01% 574
2013
Q4 		– Sell
-19,869
Closed -$981K – 659
2013
Q3 		$981K Sell
19,869
-1,900
-9% -$90K 0.02% 336
2013
Q2 		$960K Buy
+21,769
New +$1.02M 0.02% 327

Other funds holding DOL

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its WisdomTree True Developed International Fund (DOL) stake by 0.49% in Q3 2023, selling an estimated $83.1K and leaving 362,262 shares worth $16.5M. The position accounts for 0.05% of the portfolio, ranked #300.

JP Morgan Private Wealth Advisors first reported a position in DOL in Q2 2013 and has held it in 23 quarters since. The position peaked at $17.2M in Q2 2023. 87 funds tracked by Wall St. Rank hold DOL as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 362,262 shares of WisdomTree True Developed International Fund worth $16.5M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,771 WisdomTree True Developed International Fund shares in Q3 2023, an estimated $83.1K.
  • WisdomTree True Developed International Fund made up 0.05% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #300 holding.
  • JP Morgan Private Wealth Advisors first reported a position in WisdomTree True Developed International Fund in Q2 2013 and has held it in 23 quarters since.
  • JP Morgan Private Wealth Advisors's WisdomTree True Developed International Fund position peaked at $17.2M in Q2 2023.
  • 87 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q3 2023.

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