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JP Morgan Private Wealth Advisors’s iShares MSCI Canada ETF EWC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio EWC Stock Details EWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$299K Sell
8,929
-3,870
-30% -$134K ﹤0.01% 1478
2023
Q2 		$448K Sell
12,799
-781,733
-98% -$27.1M ﹤0.01% 1080
2023
Q1 		$27.2M Buy
794,532
+72,501
+10% +$2.48M 0.06% 275
2022
Q4 		$23.6M Sell
722,031
-156,988
-18% -$5.2M 0.05% 284
2022
Q3 		$27M Sell
879,019
-93,548
-10% -$3.18M 0.07% 242
2022
Q2 		$32.8M Buy
972,567
+82,615
+9% +$3.06M 0.08% 219
2022
Q1 		$35.8M Buy
889,952
+677,605
+319% +$26.2M 0.08% 242
2021
Q4 		$8.16M Buy
212,347
+200,484
+1,690% +$7.71M 0.02% 489
2021
Q3 		$431K Buy
11,863
+4,951
+72% +$184K ﹤0.01% 1558
2021
Q2 		$258K Buy
+6,912
New +$253K ﹤0.01% 1725
2020
Q2 		– Sell
-18,245
Closed -$399K – 1563
2020
Q1 		$399K Sell
18,245
-1,140
-6% -$31.2K ﹤0.01% 1018
2019
Q4 		$579K Sell
19,385
-4,271
-18% -$125K ﹤0.01% 990
2019
Q3 		$684K Sell
23,656
-146
-0.6% -$4.16K ﹤0.01% 894
2019
Q2 		$681K Sell
23,802
-100
-0.4% -$2.82K ﹤0.01% 879
2019
Q1 		$661K Sell
23,902
-971
-4% -$26.2K ﹤0.01% 926
2018
Q4 		$596K Sell
24,873
-3,917
-14% -$103K ﹤0.01% 905
2018
Q3 		$829K Buy
+28,790
New +$830K ﹤0.01% 890
2013
Q4 		– Sell
-87,485
Closed -$2.48M – 675
2013
Q3 		$2.48M Sell
87,485
-13,053
-13% -$362K 0.06% 231
2013
Q2 		$2.63M Buy
+100,538
New +$2.77M 0.06% 218

Other funds holding EWC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares MSCI Canada ETF (EWC) stake by 30% in Q3 2023, selling an estimated $134K and leaving 8,929 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1478.

JP Morgan Private Wealth Advisors first reported a position in EWC in Q2 2013 and has held it in 19 quarters since. The position peaked at $35.8M in Q1 2022. 267 funds tracked by Wall St. Rank hold EWC as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 8,929 shares of iShares MSCI Canada ETF worth $299K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 3,870 iShares MSCI Canada ETF shares in Q3 2023, an estimated $134K.
  • iShares MSCI Canada ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1478 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares MSCI Canada ETF in Q2 2013 and has held it in 19 quarters since.
  • JP Morgan Private Wealth Advisors's iShares MSCI Canada ETF position peaked at $35.8M in Q1 2022.
  • 267 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q3 2023.

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