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JMPWA
JP Morgan Private Wealth Advisors’s
iShares Emerging Markets Dividend ETF
DVYE
Stock Holding History
JP Morgan Private Wealth Advisors’s Portfolio
DVYE Stock Details
DVYE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
$5.78M
Sell
242,464
-1,302
-0.5%
-$32.2K
0.02%
477
2023
Q2
$5.97M
Buy
243,766
+143,628
+143%
+$3.56M
0.03%
309
2023
Q1
$2.46M
Buy
100,138
+20,782
+26%
+$520K
0.01%
797
2022
Q4
$1.91M
Buy
79,356
+13,450
+20%
+$321K
﹤0.01%
871
2022
Q3
$1.5M
Sell
65,906
-100,550
-60%
-$2.56M
﹤0.01%
957
2022
Q2
$4.43M
Sell
166,456
-35,815
-18%
-$1.07M
0.01%
603
2022
Q1
$6.61M
Buy
202,271
+3,577
+2%
+$130K
0.01%
535
2021
Q4
$7.65M
Buy
198,694
+7,783
+4%
+$301K
0.02%
505
2021
Q3
$7.43M
Buy
190,911
+26,450
+16%
+$1.02M
0.02%
494
2021
Q2
$6.39M
Buy
164,461
+42,155
+34%
+$1.68M
0.02%
522
2021
Q1
$4.79M
Buy
122,306
+74,947
+158%
+$2.89M
0.02%
516
2020
Q4
$1.76M
Buy
47,359
+10,444
+28%
+$350K
0.01%
787
2020
Q3
$1.11M
Buy
36,915
+18,374
+99%
+$586K
﹤0.01%
849
2020
Q2
$581K
Sell
18,541
-5,411
-23%
-$168K
﹤0.01%
1017
2020
Q1
$674K
Sell
23,952
-45,036
-65%
-$1.64M
﹤0.01%
830
2019
Q4
$2.8M
Buy
68,988
+2,117
+3%
+$81.8K
0.01%
545
2019
Q3
$2.5M
Sell
66,871
-26,461
-28%
-$1.04M
0.01%
547
2019
Q2
$3.81M
Buy
93,332
+6,738
+8%
+$270K
0.02%
446
2019
Q1
$3.48M
Buy
86,594
+8,119
+10%
+$329K
0.02%
489
2018
Q4
$2.94M
Sell
78,475
-27,073
-26%
-$1.03M
0.02%
483
2018
Q3
$4.11M
Buy
+105,548
New
+$4.19M
0.02%
472
Other funds holding DVYE
AOI
Auto-Owners Insurance
Lansing, Michigan
$4.43B AUM
30.05%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
KeyBank National Association
Cleveland, Ohio
$27.4B AUM
24.17%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
UCFA
United Capital Financial Advisors
Irving, Texas
$16.3B AUM
16.34%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
SAM
Securian Asset Management
St Paul, Minnesota
$2.53B AUM
25.83%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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