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JP Morgan Private Wealth Advisors’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ECON Stock Details ECON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-36,876
Closed -$918K – 2006
2021
Q3 		$918K Sell
36,876
-2,893
-7% -$75K ﹤0.01% 1254
2021
Q2 		$1.12M Buy
39,769
+693
+2% +$19.2K ﹤0.01% 1143
2021
Q1 		$1.09M Sell
39,076
-895
-2% -$26.6K ﹤0.01% 1001
2020
Q4 		$1.13M Hold
39,971
– – ﹤0.01% 958
2020
Q3 		$1M Sell
39,971
-167
-0.4% -$4.14K ﹤0.01% 889
2020
Q2 		$916K Buy
40,138
+17,849
+80% +$379K ﹤0.01% 843
2020
Q1 		$435K Sell
22,289
-1,754
-7% -$39.2K ﹤0.01% 985
2019
Q4 		$565K Sell
24,043
-1,644
-6% -$37.5K ﹤0.01% 1004
2019
Q3 		$564K Sell
25,687
-1,515
-6% -$33.5K ﹤0.01% 962
2019
Q2 		$621K Sell
27,202
-11,797
-30% -$266K ﹤0.01% 908
2019
Q1 		$881K Sell
38,999
-2,420
-6% -$53.8K ﹤0.01% 835
2018
Q4 		$844K Sell
41,419
-9,063
-18% -$189K 0.01% 808
2018
Q3 		$1.12M Buy
+50,482
New +$1.19M 0.01% 788
2013
Q4 		– Sell
-149,759
Closed -$4.04M – 663
2013
Q3 		$4.04M Sell
149,759
-197
-0.1% -$5.14K 0.09% 198
2013
Q2 		$3.87M Buy
+149,956
New +$3.98M 0.1% 190

Other funds holding ECON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q4 2021, closing a stake of 36,876 shares — an estimated $918K sold.

JP Morgan Private Wealth Advisors first reported a position in ECON in Q2 2013 and held it in 15 quarters. The position peaked at $4.04M in Q3 2013. 40 funds tracked by Wall St. Rank hold ECON as of Q4 2021.

  • JP Morgan Private Wealth Advisors reported no remaining Columbia Emerging Markets Consumer ETF position as of Q4 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 36,876 Columbia Emerging Markets Consumer ETF shares in Q4 2021, an estimated $918K.
  • JP Morgan Private Wealth Advisors first reported a position in Columbia Emerging Markets Consumer ETF in Q2 2013 and held it in 15 quarters.
  • JP Morgan Private Wealth Advisors's Columbia Emerging Markets Consumer ETF position peaked at $4.04M in Q3 2013.
  • 40 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q4 2021.

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