JP Morgan Private Wealth Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.84M | Sell |
54,811
-1,750
| -3% | -$149K | 0.01% | 508 |
|
|
2023
Q2 | $4.71M | Sell |
56,561
-4,522
| -7% | -$344K | 0.02% | 353 |
|
|
2023
Q1 | $4.32M | Sell |
61,083
-841
| -1% | -$57.7K | 0.01% | 624 |
|
|
2022
Q4 | $3.98M | Buy |
61,924
+838
| +1% | +$55.2K | 0.01% | 632 |
|
|
2022
Q3 | $3.77M | Sell |
61,086
-7,611
| -11% | -$490K | 0.01% | 632 |
|
|
2022
Q2 | $4.29M | Buy |
68,697
+4,601
| +7% | +$293K | 0.01% | 612 |
|
|
2022
Q1 | $4.1M | Buy |
64,096
+1,240
| +2% | +$77.8K | 0.01% | 675 |
|
|
2021
Q4 | $3.93M | Buy |
62,856
+495
| +0.8% | +$31.1K | 0.01% | 679 |
|
|
2021
Q3 | $3.94M | Buy |
62,361
+4,290
| +7% | +$264K | 0.01% | 656 |
|
|
2021
Q2 | $3.54M | Buy |
58,071
+1,340
| +2% | +$81.6K | 0.01% | 681 |
|
|
2021
Q1 | $3.48M | Buy |
56,731
+15,289
| +37% | +$892K | 0.01% | 598 |
|
|
2020
Q4 | $2.25M | Sell |
41,442
-9,732
| -19% | -$503K | 0.01% | 685 |
|
|
2020
Q3 | $2.51M | Buy |
51,174
+1,513
| +3% | +$72.6K | 0.01% | 589 |
|
|
2020
Q2 | $2.33M | Sell |
49,661
-4,316
| -8% | -$196K | 0.01% | 544 |
|
|
2020
Q1 | $2.27M | Sell |
53,977
-6,420
| -11% | -$315K | 0.01% | 511 |
|
|
2019
Q4 | $3.25M | Sell |
60,397
-4,398
| -7% | -$235K | 0.01% | 520 |
|
|
2019
Q3 | $3.27M | Sell |
64,795
-1,844
| -3% | -$89.2K | 0.02% | 497 |
|
|
2019
Q2 | $3.25M | Sell |
66,639
-3,520
| -5% | -$176K | 0.02% | 486 |
|
|
2019
Q1 | $3.55M | Sell |
70,159
-17,263
| -20% | -$860K | 0.02% | 482 |
|
|
2018
Q4 | $4.06M | Sell |
87,422
-58,142
| -40% | -$3.03M | 0.02% | 406 |
|
|
2018
Q3 | $8.44M | Buy |
145,564
+106,982
| +277% | +$5.87M | 0.04% | 333 |
|
|
2018
Q2 | $2.08M | Sell |
38,582
-8,335
| -18% | -$472K | 0.01% | 596 |
|
|
2018
Q1 | $2.63M | Sell |
46,917
-164,311
| -78% | -$9.56M | 0.02% | 436 |
|
|
2017
Q4 | $12.5M | Buy |
211,228
+27,822
| +15% | +$1.61M | 0.08% | 212 |
|
|
2017
Q3 | $10M | Buy |
183,406
+35,553
| +24% | +$1.87M | 0.07% | 225 |
|
|
2017
Q2 | $7.69M | Buy |
147,853
+82,909
| +128% | +$4.24M | 0.06% | 249 |
|
|
2017
Q1 | $3.29M | Buy |
64,944
+10,503
| +19% | +$535K | 0.03% | 376 |
|
|
2016
Q4 | $2.7M | Sell |
54,441
-62,904
| -54% | -$2.95M | 0.02% | 384 |
|
|
2016
Q3 | $5.04M | Sell |
117,345
-1,410,562
| -92% | -$58.6M | 0.05% | 276 |
|
|
2016
Q2 | $59.3M | Buy |
1,527,907
+1,374,208
| +894% | +$58M | 0.58% | 49 |
|
|
2016
Q1 | $6.72M | Sell |
153,699
-883,325
| -85% | -$39M | 0.06% | 219 |
|
|
2015
Q4 | $51.9M | Buy |
1,037,024
+24,182
| +2% | +$1.29M | 0.53% | 49 |
|
|
2015
Q3 | $49.3M | Buy |
+1,012,842
| New | +$54.8M | 0.62% | 42 |
|
|
2015
Q2 | – | Sell |
-602,771
| Closed | -$33.2M | – | 1072 |
|
|
2015
Q1 | $33.2M | Buy |
602,771
+475,778
| +375% | +$24.8M | 0.38% | 74 |
|
|
2014
Q4 | $6.25M | Buy |
126,993
+66,479
| +110% | +$3.47M | 0.07% | 227 |
|
|
2014
Q3 | $3.17M | Buy |
+60,514
| New | +$3.05M | 0.04% | 305 |
|
|
2013
Q4 | – | Sell |
-351,127
| Closed | -$16.8M | – | 661 |
|
|
2013
Q3 | $16.8M | Buy |
351,127
+17,772
| +5% | +$834K | 0.38% | 81 |
|
|
2013
Q2 | $15.2M | Buy |
+333,355
| New | +$15.6M | 0.38% | 86 |
|
Other funds holding DXJ
RJFSA
PC
JP Morgan Private Wealth Advisors's DXJ Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 3.1% in Q3 2023, selling an estimated $149K and leaving 54,811 shares worth $4.84M. The position accounts for 0.01% of the portfolio, ranked #508.
JP Morgan Private Wealth Advisors first reported a position in DXJ in Q2 2013 and has held it in 38 quarters since. The position peaked at $59.3M in Q2 2016. 255 funds tracked by Wall St. Rank hold DXJ as of Q3 2023.
- JP Morgan Private Wealth Advisors held 54,811 shares of WisdomTree Japan Hedged Equity Fund worth $4.84M as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 1,750 WisdomTree Japan Hedged Equity Fund shares in Q3 2023, an estimated $149K.
- WisdomTree Japan Hedged Equity Fund made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #508 holding.
- JP Morgan Private Wealth Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and has held it in 38 quarters since.
- JP Morgan Private Wealth Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $59.3M in Q2 2016.
- 255 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.