JMPWA
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JP Morgan Private Wealth Advisors’s iShares MSCI Australia ETF EWA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio EWA Stock Details EWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$429K Sell
19,944
-1,900
-9% -$42.3K ﹤0.01% 1307
2023
Q2 		$493K Sell
21,844
-9,259
-30% -$212K ﹤0.01% 1030
2023
Q1 		$714K Buy
31,103
+5,679
+22% +$133K ﹤0.01% 1327
2022
Q4 		$565K Sell
25,424
-7,819
-24% -$170K ﹤0.01% 1422
2022
Q3 		$652K Sell
33,243
-2,222
-6% -$48.3K ﹤0.01% 1344
2022
Q2 		$753K Buy
35,465
+4,172
+13% +$101K ﹤0.01% 1275
2022
Q1 		$827K Buy
31,293
+8,742
+39% +$213K ﹤0.01% 1305
2021
Q4 		$560K Hold
22,551
– – ﹤0.01% 1504
2021
Q3 		$560K Sell
22,551
-37
-0.2% -$955 ﹤0.01% 1460
2021
Q2 		$587K Buy
+22,588
New +$595K ﹤0.01% 1419
2020
Q2 		– Sell
-23,277
Closed -$362K – 1562
2020
Q1 		$362K Sell
23,277
-1,200
-5% -$24.6K ﹤0.01% 1058
2019
Q4 		$554K Buy
24,477
+431
+2% +$9.7K ﹤0.01% 1015
2019
Q3 		$535K Sell
24,046
-553
-2% -$12.2K ﹤0.01% 980
2019
Q2 		$554K Sell
24,599
-3,000
-11% -$65.7K ﹤0.01% 943
2019
Q1 		$594K Sell
27,599
-2,505
-8% -$52.2K ﹤0.01% 966
2018
Q4 		$580K Sell
30,104
-824
-3% -$16.9K ﹤0.01% 913
2018
Q3 		$684K Buy
+30,928
New +$696K ﹤0.01% 960
2013
Q4 		– Sell
-40,321
Closed -$1.02M – 674
2013
Q3 		$1.02M Sell
40,321
-3,310
-8% -$79.6K 0.02% 329
2013
Q2 		$985K Buy
+43,631
New +$1.13M 0.02% 322

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares MSCI Australia ETF (EWA) stake by 8.7% in Q3 2023, selling an estimated $42.3K and leaving 19,944 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

JP Morgan Private Wealth Advisors first reported a position in EWA in Q2 2013 and has held it in 19 quarters since. The position peaked at $1.02M in Q3 2013. 174 funds tracked by Wall St. Rank hold EWA as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 19,944 shares of iShares MSCI Australia ETF worth $429K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,900 iShares MSCI Australia ETF shares in Q3 2023, an estimated $42.3K.
  • iShares MSCI Australia ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1307 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares MSCI Australia ETF in Q2 2013 and has held it in 19 quarters since.
  • JP Morgan Private Wealth Advisors's iShares MSCI Australia ETF position peaked at $1.02M in Q3 2013.
  • 174 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q3 2023.

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