JP Morgan Private Wealth Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$330K	Buy	8,981 +33	+0.4%	+$1.19K	﹤0.01%	1429
2023 Q2	$311K	Hold	8,948	–	–	﹤0.01%	1227
2023 Q1	$282K	Hold	8,948	–	–	﹤0.01%	1700
2022 Q4	$292K	Hold	8,948	–	–	﹤0.01%	1671
2022 Q3	$273K	Sell	8,948 -893	-9%	-$28.4K	﹤0.01%	1689
2022 Q2	$292K	Buy	9,841 +340	+4%	+$11.6K	﹤0.01%	1661
2022 Q1	$342K	Buy	9,501 +2,498	+36%	+$90.7K	﹤0.01%	1698
2021 Q4	$255K	Buy	7,003 +125	+2%	+$4.67K	﹤0.01%	1810
2021 Q3	$257K	Hold	6,878	–	–	﹤0.01%	1757
2021 Q2	$233K	Buy	6,878 +400	+6%	+$13K	﹤0.01%	1783
2021 Q1	$204K	Sell	6,478 -43,845	-87%	-$1.36M	﹤0.01%	1682
2020 Q4	$1.47M	Hold	50,323	–	–	﹤0.01%	856
2020 Q3	$1.19M	Hold	50,323	–	–	﹤0.01%	820
2020 Q2	$1.01M	Sell	50,323 -556	-1%	-$10.1K	﹤0.01%	811
2020 Q1	$824K	Sell	50,879 -8,444	-14%	-$188K	﹤0.01%	772
2019 Q4	$1.48M	Buy	59,323 +1,000	+2%	+$24.3K	0.01%	675
2019 Q3	$1.39M	Hold	58,323	–	–	0.01%	665
2019 Q2	$1.52M	Hold	58,323	–	–	0.01%	644
2019 Q1	$1.54M	Hold	58,323	–	–	0.01%	674
2018 Q4	$1.45M	Hold	58,323	–	–	0.01%	640
2018 Q3	$1.41M	Buy	+58,323	New	+$1.52M	0.01%	711
2013 Q4	–	Sell	-71,102	Closed	-$1.09M	–	670
2013 Q3	$1.09M	Sell	71,102 -1,547	-2%	-$24K	0.02%	317
2013 Q2	$1.18M	Buy	+72,649	New	+$1.29M	0.03%	298

Other funds holding EPI

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its WisdomTree India Earnings Fund ETF (EPI) stake by 0.37% in Q3 2023, buying an estimated $1.19K and bringing the position to 8,981 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

JP Morgan Private Wealth Advisors first reported a position in EPI in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.54M in Q1 2019. 173 funds tracked by Wall St. Rank hold EPI as of Q3 2023.

JP Morgan Private Wealth Advisors held 8,981 shares of WisdomTree India Earnings Fund ETF worth $330K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 33 WisdomTree India Earnings Fund ETF shares in Q3 2023, an estimated $1.19K.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1429 holding.
JP Morgan Private Wealth Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q2 2013 and has held it in 23 quarters since.
JP Morgan Private Wealth Advisors's WisdomTree India Earnings Fund ETF position peaked at $1.54M in Q1 2019.
173 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2023.

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