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JP Morgan Private Wealth Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio EWL Stock Details EWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$639K Sell
14,662
-24
-0.2% -$1.1K ﹤0.01% 1146
2023
Q2 		$679K Sell
14,686
-2,731
-16% -$128K ﹤0.01% 908
2023
Q1 		$789K Buy
17,417
+2,958
+20% +$131K ﹤0.01% 1277
2022
Q4 		$606K Sell
14,459
-8,370
-37% -$340K ﹤0.01% 1392
2022
Q3 		$855K Buy
22,829
+4,856
+27% +$201K ﹤0.01% 1216
2022
Q2 		$746K Sell
17,973
-632
-3% -$28.4K ﹤0.01% 1282
2022
Q1 		$914K Sell
18,605
-384
-2% -$18.8K ﹤0.01% 1262
2021
Q4 		$1M Sell
18,989
-236
-1% -$11.8K ﹤0.01% 1242
2021
Q3 		$896K Buy
19,225
+4,235
+28% +$210K ﹤0.01% 1267
2021
Q2 		$729K Buy
14,990
+2,444
+19% +$117K ﹤0.01% 1340
2021
Q1 		$555K Sell
12,546
-58
-0.5% -$2.59K ﹤0.01% 1269
2020
Q4 		$563K Hold
12,604
– – ﹤0.01% 1247
2020
Q3 		$518K Hold
12,604
– – ﹤0.01% 1133
2020
Q2 		$491K Hold
12,604
– – ﹤0.01% 1104
2020
Q1 		$446K Hold
12,604
– – ﹤0.01% 974
2019
Q4 		$512K Hold
12,604
– – ﹤0.01% 1040
2019
Q3 		$475K Buy
12,604
+146
+1% +$5.45K ﹤0.01% 1024
2019
Q2 		$468K Hold
12,458
– – ﹤0.01% 1016
2019
Q1 		$441K Hold
12,458
– – ﹤0.01% 1073
2018
Q4 		$393K Sell
12,458
-116
-0.9% -$3.79K ﹤0.01% 1050
2018
Q3 		$436K Buy
+12,574
New +$431K ﹤0.01% 1125
2013
Q4 		– Sell
-14,506
Closed -$454K – 681
2013
Q3 		$454K Buy
14,506
+1,141
+9% +$34.4K 0.01% 452
2013
Q2 		$383K Buy
+13,365
New +$399K 0.01% 457

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 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
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

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

JP Morgan Private Wealth Advisors reduced its iShares MSCI Switzerland ETF (EWL) stake by 0.16% in Q3 2023, selling an estimated $1.1K and leaving 14,662 shares worth $639K. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

JP Morgan Private Wealth Advisors first reported a position in EWL in Q2 2013 and has held it in 23 quarters since. The position peaked at $1M in Q4 2021. 163 funds tracked by Wall St. Rank hold EWL as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 14,662 shares of iShares MSCI Switzerland ETF worth $639K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 24 iShares MSCI Switzerland ETF shares in Q3 2023, an estimated $1.1K.
  • iShares MSCI Switzerland ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1146 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares MSCI Switzerland ETF in Q2 2013 and has held it in 23 quarters since.
  • JP Morgan Private Wealth Advisors's iShares MSCI Switzerland ETF position peaked at $1M in Q4 2021.
  • 163 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2023.

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