JP Morgan Private Wealth Advisors’s ProShares MSCI Emerging Markets Dividend Growers ETF EMDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$795K	Sell	18,382 -171	-0.9%	-$7.83K	﹤0.01%	1061
2023 Q2	$863K	Sell	18,553 -62	-0.3%	-$2.9K	﹤0.01%	810
2023 Q1	$876K	Buy	18,615 +397	+2%	+$19K	﹤0.01%	1225
2022 Q4	$824K	Buy	18,218 +2	+0%	+$88	﹤0.01%	1246
2022 Q3	$761K	Buy	18,216 +104	+0.6%	+$4.86K	﹤0.01%	1266
2022 Q2	$895K	Hold	18,112	–	–	﹤0.01%	1193
2022 Q1	$943K	Buy	18,112 +1,120	+7%	+$62K	﹤0.01%	1246
2021 Q4	$974K	Buy	16,992 +1,001	+6%	+$57.7K	﹤0.01%	1252
2021 Q3	$927K	Buy	15,991 +630	+4%	+$37.4K	﹤0.01%	1248
2021 Q2	$937K	Buy	15,361 +560	+4%	+$34.1K	﹤0.01%	1228
2021 Q1	$891K	Buy	14,801 +74	+0.5%	+$4.43K	﹤0.01%	1095
2020 Q4	$852K	Buy	14,727 +250	+2%	+$13.4K	﹤0.01%	1067
2020 Q3	$713K	Buy	14,477 +138	+1%	+$6.96K	﹤0.01%	1022
2020 Q2	$688K	Buy	14,339 +17	+0.1%	+$775	﹤0.01%	948
2020 Q1	$599K	Buy	14,322 +165	+1%	+$8.89K	﹤0.01%	871
2019 Q4	$850K	Buy	14,157 +112	+0.8%	+$6.51K	﹤0.01%	862
2019 Q3	$783K	Buy	14,045 +1,115	+9%	+$63.1K	﹤0.01%	843
2019 Q2	$756K	Buy	+12,930	New	+$744K	﹤0.01%	846

Other funds holding EMDV

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

LWMNY

Landmark Wealth Management (New York) Melville, New York $373M AUM 12.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

RCWM

Royal Capital Wealth Management Carmel, Indiana $161M AUM 18.42% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its ProShares MSCI Emerging Markets Dividend Growers ETF (EMDV) stake by 0.92% in Q3 2023, selling an estimated $7.83K and leaving 18,382 shares worth $795K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

JP Morgan Private Wealth Advisors first reported a position in EMDV in Q2 2019 and has held it in 18 quarters since. The position peaked at $974K in Q4 2021. 18 funds tracked by Wall St. Rank hold EMDV as of Q3 2023.

JP Morgan Private Wealth Advisors held 18,382 shares of ProShares MSCI Emerging Markets Dividend Growers ETF worth $795K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 171 ProShares MSCI Emerging Markets Dividend Growers ETF shares in Q3 2023, an estimated $7.83K.
ProShares MSCI Emerging Markets Dividend Growers ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1061 holding.
JP Morgan Private Wealth Advisors first reported a position in ProShares MSCI Emerging Markets Dividend Growers ETF in Q2 2019 and has held it in 18 quarters since.
JP Morgan Private Wealth Advisors's ProShares MSCI Emerging Markets Dividend Growers ETF position peaked at $974K in Q4 2021.
18 funds tracked by Wall St. Rank held ProShares MSCI Emerging Markets Dividend Growers ETF as of Q3 2023.

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