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JP Morgan Private Wealth Advisors’s iShares MSCI Emerging Markets Asia ETF EEMA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio EEMA Stock Details EEMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,660
Closed -$249K – 1937
2022
Q2 		$249K Buy
3,660
+861
+31% +$59.8K ﹤0.01% 1743
2022
Q1 		$207K Sell
2,799
-41,735
-94% -$3.26M ﹤0.01% 1898
2021
Q4 		$3.65M Buy
+44,534
New +$3.76M 0.01% 705
2021
Q3 		– Sell
-2,189
Closed -$202K – 1946
2021
Q2 		$202K Sell
2,189
-86
-4% -$7.85K ﹤0.01% 1833
2021
Q1 		$206K Sell
2,275
-319
-12% -$29.8K ﹤0.01% 1679
2020
Q4 		$227K Sell
2,594
-124
-5% -$10.1K ﹤0.01% 1598
2020
Q3 		$203K Buy
+2,718
New +$202K ﹤0.01% 1516
2020
Q2 		– Sell
-3,660
Closed -$208K – 1561
2020
Q1 		$208K Sell
3,660
-6,960
-66% -$459K ﹤0.01% 1286
2019
Q4 		$752K Buy
+10,620
New +$714K ﹤0.01% 897
2019
Q2 		– Sell
-6,960
Closed -$471K – 1399
2019
Q1 		$471K Sell
6,960
-1,030
-13% -$67.2K ﹤0.01% 1061
2018
Q4 		$486K Sell
7,990
-16,640
-68% -$1.04M ﹤0.01% 984
2018
Q3 		$1.67M Sell
24,630
-16,141
-40% -$1.1M 0.01% 670
2018
Q2 		$2.82M Sell
40,771
-17,449
-30% -$1.28M 0.02% 529
2018
Q1 		$4.36M Buy
58,220
+3,670
+7% +$280K 0.03% 343
2017
Q4 		$4.02M Buy
54,550
+12,598
+30% +$918K 0.03% 358
2017
Q3 		$2.92M Buy
41,952
+33,430
+392% +$2.29M 0.02% 400
2017
Q2 		$553K Buy
+8,522
New +$535K ﹤0.01% 806
2016
Q1 		– Sell
-33,070
Closed -$1.67M – 1255
2015
Q4 		$1.67M Buy
+33,070
New +$1.75M 0.02% 410
2015
Q1 		– Sell
-18,210
Closed -$1.06M – 1147
2014
Q4 		$1.06M Buy
+18,210
New +$1.06M 0.01% 520

Other funds holding EEMA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JP Morgan Private Wealth Advisors's EEMA Position: Q3 2022 in Review

JP Morgan Private Wealth Advisors sold out of iShares MSCI Emerging Markets Asia ETF (EEMA) in Q3 2022, closing a stake of 3,660 shares — an estimated $249K sold.

JP Morgan Private Wealth Advisors first reported a position in EEMA in Q4 2014 and held it in 19 quarters. The position peaked at $4.36M in Q1 2018. 82 funds tracked by Wall St. Rank hold EEMA as of Q3 2022.

  • JP Morgan Private Wealth Advisors reported no remaining iShares MSCI Emerging Markets Asia ETF position as of Q3 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 3,660 iShares MSCI Emerging Markets Asia ETF shares in Q3 2022, an estimated $249K.
  • JP Morgan Private Wealth Advisors first reported a position in iShares MSCI Emerging Markets Asia ETF in Q4 2014 and held it in 19 quarters.
  • JP Morgan Private Wealth Advisors's iShares MSCI Emerging Markets Asia ETF position peaked at $4.36M in Q1 2018.
  • 82 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Asia ETF as of Q3 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.