JP Morgan Private Wealth Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $49.6M | Sell |
1,307,071
-16,262
| -1% | -$644K | 0.14% | 160 |
|
|
2023
Q2 | $52.4M | Sell |
1,323,333
-421,252
| -24% | -$16.6M | 0.27% | 82 |
|
|
2023
Q1 | $68.8M | Buy |
1,744,585
+153,357
| +10% | +$6.1M | 0.15% | 151 |
|
|
2022
Q4 | $60.3M | Sell |
1,591,228
-243,406
| -13% | -$8.98M | 0.13% | 160 |
|
|
2022
Q3 | $64M | Buy |
1,834,634
+40,205
| +2% | +$1.57M | 0.17% | 136 |
|
|
2022
Q2 | $72M | Buy |
1,794,429
+157,008
| +10% | +$6.59M | 0.18% | 133 |
|
|
2022
Q1 | $73.9M | Buy |
1,637,421
+13,954
| +0.9% | +$659K | 0.16% | 144 |
|
|
2021
Q4 | $79.3M | Sell |
1,623,467
-79,381
| -5% | -$3.99M | 0.17% | 140 |
|
|
2021
Q3 | $85.8M | Sell |
1,702,848
-168,218
| -9% | -$8.76M | 0.21% | 115 |
|
|
2021
Q2 | $103M | Buy |
1,871,066
+236,863
| +14% | +$12.9M | 0.27% | 92 |
|
|
2021
Q1 | $87.2M | Sell |
1,634,203
-14,795
| -0.9% | -$810K | 0.28% | 86 |
|
|
2020
Q4 | $85.2M | Buy |
1,648,998
+169,177
| +11% | +$8.13M | 0.28% | 87 |
|
|
2020
Q3 | $65.2M | Buy |
1,479,821
+39,882
| +3% | +$1.75M | 0.25% | 99 |
|
|
2020
Q2 | $57.6M | Sell |
1,439,939
-382,014
| -21% | -$14.3M | 0.26% | 97 |
|
|
2020
Q1 | $62.2M | Sell |
1,821,953
-261,209
| -13% | -$10.7M | 0.35% | 74 |
|
|
2019
Q4 | $93.5M | Buy |
2,083,162
+51,480
| +3% | +$2.21M | 0.42% | 60 |
|
|
2019
Q3 | $83M | Sell |
2,031,682
-39,092
| -2% | -$1.61M | 0.43% | 61 |
|
|
2019
Q2 | $88.9M | Sell |
2,070,774
-377,599
| -15% | -$16M | 0.49% | 50 |
|
|
2019
Q1 | $105M | Buy |
2,448,373
+38,502
| +2% | +$1.62M | 0.55% | 43 |
|
|
2018
Q4 | $94.1M | Buy |
2,409,871
+174,939
| +8% | +$7.01M | 0.57% | 38 |
|
|
2018
Q3 | $95.9M | Buy |
2,234,932
+1,917,285
| +604% | +$82.8M | 0.47% | 56 |
|
|
2018
Q2 | $13.8M | Buy |
317,647
+277,642
| +694% | +$12.9M | 0.08% | 236 |
|
|
2018
Q1 | $1.93M | Sell |
40,005
-194,058
| -83% | -$9.51M | 0.01% | 490 |
|
|
2017
Q4 | $11M | Buy |
234,063
+8,669
| +4% | +$401K | 0.07% | 231 |
|
|
2017
Q3 | $10.1M | Sell |
225,394
-3,331
| -1% | -$147K | 0.07% | 223 |
|
|
2017
Q2 | $9.47M | Buy |
228,725
+76,849
| +51% | +$3.13M | 0.07% | 224 |
|
|
2017
Q1 | $5.98M | Sell |
151,876
-4,457
| -3% | -$169K | 0.05% | 283 |
|
|
2016
Q4 | $5.47M | Buy |
156,333
+22,502
| +17% | +$812K | 0.05% | 265 |
|
|
2016
Q3 | $5.01M | Sell |
133,831
-2,105
| -2% | -$77K | 0.05% | 277 |
|
|
2016
Q2 | $4.67M | Buy |
135,936
+17,300
| +15% | +$581K | 0.05% | 280 |
|
|
2016
Q1 | $4.06M | Buy |
118,636
+18,974
| +19% | +$588K | 0.04% | 281 |
|
|
2015
Q4 | $3.21M | Sell |
99,662
-12,768
| -11% | -$438K | 0.03% | 288 |
|
|
2015
Q3 | $3.69M | Buy |
+112,430
| New | +$3.97M | 0.05% | 259 |
|
|
2015
Q2 | – | Sell |
-120,323
| Closed | -$4.83M | – | 1073 |
|
|
2015
Q1 | $4.83M | Sell |
120,323
-11,552
| -9% | -$460K | 0.06% | 248 |
|
|
2014
Q4 | $5.18M | Sell |
131,875
-3,070
| -2% | -$125K | 0.06% | 244 |
|
|
2014
Q3 | $5.61M | Buy |
+134,945
| New | +$5.97M | 0.07% | 235 |
|
|
2013
Q4 | – | Sell |
-626,824
| Closed | -$25.5M | – | 665 |
|
|
2013
Q3 | $25.5M | Sell |
626,824
-50,455
| -7% | -$2M | 0.58% | 48 |
|
|
2013
Q2 | $26.1M | Buy |
+677,279
| New | +$28.1M | 0.64% | 48 |
|
Other funds holding EEM
JP Morgan Private Wealth Advisors's EEM Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 1.2% in Q3 2023, selling an estimated $644K and leaving 1,307,071 shares worth $49.6M. The position accounts for 0.14% of the portfolio, ranked #160.
JP Morgan Private Wealth Advisors first reported a position in EEM in Q2 2013 and has held it in 38 quarters since. The position peaked at $105M in Q1 2019. 1,277 funds tracked by Wall St. Rank hold EEM as of Q3 2023.
- JP Morgan Private Wealth Advisors held 1,307,071 shares of iShares MSCI Emerging Markets ETF worth $49.6M as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 16,262 iShares MSCI Emerging Markets ETF shares in Q3 2023, an estimated $644K.
- iShares MSCI Emerging Markets ETF made up 0.14% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #160 holding.
- JP Morgan Private Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 38 quarters since.
- JP Morgan Private Wealth Advisors's iShares MSCI Emerging Markets ETF position peaked at $105M in Q1 2019.
- 1,277 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.