JP Morgan Private Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio EMB Stock Details EMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-5,400	Closed	-$618K	–	1254
2017 Q2	$618K	Hold	5,400	–	–	﹤0.01%	771
2017 Q1	$614K	Hold	5,400	–	–	﹤0.01%	783
2016 Q4	$595K	Hold	5,400	–	–	0.01%	744
2016 Q3	$633K	Sell	5,400 -8	-0.1%	-$932	0.01%	711
2016 Q2	$623K	Buy	5,408 +8	+0.1%	+$892	0.01%	712
2016 Q1	$596K	Hold	5,400	–	–	0.01%	687
2015 Q4	$571K	Hold	5,400	–	–	0.01%	650
2015 Q3	$575K	Buy	+5,400	New	+$585K	0.01%	578
2015 Q2	–	Sell	-5,400	Closed	-$605K	–	1075
2015 Q1	$605K	Hold	5,400	–	–	0.01%	655
2014 Q4	$592K	Hold	5,400	–	–	0.01%	656
2014 Q3	$609K	Buy	+5,400	New	+$619K	0.01%	636

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Private Wealth Advisors's EMB Position: Q3 2017 in Review

JP Morgan Private Wealth Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2017, closing a stake of 5,400 shares — an estimated $618K sold.

JP Morgan Private Wealth Advisors first reported a position in EMB in Q3 2014 and held it in 11 quarters. The position peaked at $633K in Q3 2016. 442 funds tracked by Wall St. Rank hold EMB as of Q3 2017.

JP Morgan Private Wealth Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2017 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 5,400 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2017, an estimated $618K.
JP Morgan Private Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2014 and held it in 11 quarters.
JP Morgan Private Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $633K in Q3 2016.
442 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.