JMPWA
EPP icon

JP Morgan Private Wealth Advisors’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio EPP Stock Details EPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.31M Sell
32,974
-3,389
-9% -$140K ﹤0.01% 886
2023
Q2 		$1.54M Sell
36,363
-361
-1% -$15.6K 0.01% 648
2023
Q1 		$1.61M Buy
36,724
+2,137
+6% +$95.2K ﹤0.01% 963
2022
Q4 		$1.48M Sell
34,587
-6,718
-16% -$275K ﹤0.01% 961
2022
Q3 		$1.55M Buy
41,305
+1,413
+4% +$58.9K ﹤0.01% 938
2022
Q2 		$1.66M Sell
39,892
-26
-0.1% -$1.18K ﹤0.01% 904
2022
Q1 		$1.97M Buy
39,918
+3,370
+9% +$159K ﹤0.01% 906
2021
Q4 		$1.75M Buy
36,548
+1,214
+3% +$60.1K ﹤0.01% 966
2021
Q3 		$1.72M Buy
35,334
+3,068
+10% +$156K ﹤0.01% 955
2021
Q2 		$1.67M Buy
32,266
+15,627
+94% +$820K ﹤0.01% 955
2021
Q1 		$836K Sell
16,639
-1,602
-9% -$80.2K ﹤0.01% 1120
2020
Q4 		$873K Buy
18,241
+1,693
+10% +$75.5K ﹤0.01% 1055
2020
Q3 		$672K Buy
16,548
+3,223
+24% +$133K ﹤0.01% 1036
2020
Q2 		$530K Buy
13,325
+681
+5% +$25.5K ﹤0.01% 1063
2020
Q1 		$429K Buy
12,644
+4,003
+46% +$170K ﹤0.01% 991
2019
Q4 		$400K Buy
8,641
+1,487
+21% +$68K ﹤0.01% 1128
2019
Q3 		$320K Sell
7,154
-4,198
-37% -$191K ﹤0.01% 1164
2019
Q2 		$536K Sell
11,352
-451
-4% -$20.9K ﹤0.01% 958
2019
Q1 		$542K Sell
11,803
-1,435
-11% -$63.5K ﹤0.01% 1003
2018
Q4 		$539K Buy
13,238
+596
+5% +$25.3K ﹤0.01% 937
2018
Q3 		$574K Buy
+12,642
New +$580K ﹤0.01% 1022
2013
Q4 		– Sell
-22,227
Closed -$1.06M – 671
2013
Q3 		$1.06M Sell
22,227
-3,174
-12% -$145K 0.02% 323
2013
Q2 		$1.09M Buy
+25,401
New +$1.22M 0.03% 309

Other funds holding EPP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares MSCI Pacific ex Japan ETF (EPP) stake by 9.3% in Q3 2023, selling an estimated $140K and leaving 32,974 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #886.

JP Morgan Private Wealth Advisors first reported a position in EPP in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.97M in Q1 2022. 187 funds tracked by Wall St. Rank hold EPP as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 32,974 shares of iShares MSCI Pacific ex Japan ETF worth $1.31M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 3,389 iShares MSCI Pacific ex Japan ETF shares in Q3 2023, an estimated $140K.
  • iShares MSCI Pacific ex Japan ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #886 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares MSCI Pacific ex Japan ETF in Q2 2013 and has held it in 23 quarters since.
  • JP Morgan Private Wealth Advisors's iShares MSCI Pacific ex Japan ETF position peaked at $1.97M in Q1 2022.
  • 187 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q3 2023.

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