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JP Morgan Private Wealth Advisors’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio EEMS Stock Details EEMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$362K Hold
6,638
– – ﹤0.01% 1381
2023
Q2 		$356K Buy
6,638
+203
+3% +$10.5K ﹤0.01% 1170
2023
Q1 		$324K Hold
6,435
– – ﹤0.01% 1651
2022
Q4 		$311K Buy
+6,435
New +$306K ﹤0.01% 1647
2022
Q2 		– Sell
-3,807
Closed -$217K – 1945
2022
Q1 		$217K Sell
3,807
-2,330
-38% -$134K ﹤0.01% 1884
2021
Q4 		$370K Buy
+6,137
New +$374K ﹤0.01% 1660

Other funds holding EEMS

CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth Fort Worth, Texas $280M AUM 9.01% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CF
Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

JP Morgan Private Wealth Advisors's EEMS Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors held its iShares MSCI Emerging Markets Small-Cap ETF (EEMS) position steady in Q3 2023 at 6,638 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

JP Morgan Private Wealth Advisors first reported a position in EEMS in Q4 2021 and has held it in 6 quarters since. The position peaked at $370K in Q4 2021. 106 funds tracked by Wall St. Rank hold EEMS as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 6,638 shares of iShares MSCI Emerging Markets Small-Cap ETF worth $362K as of Q3 2023.
  • JP Morgan Private Wealth Advisors left its iShares MSCI Emerging Markets Small-Cap ETF share count unchanged in Q3 2023.
  • iShares MSCI Emerging Markets Small-Cap ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1381 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares MSCI Emerging Markets Small-Cap ETF in Q4 2021 and has held it in 6 quarters since.
  • JP Morgan Private Wealth Advisors's iShares MSCI Emerging Markets Small-Cap ETF position peaked at $370K in Q4 2021.
  • 106 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Small-Cap ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.