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JP Morgan Private Wealth Advisors’s iShares MSCI South Korea ETF EWY Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio EWY Stock Details EWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$276K Sell
4,680
-433
-8% -$27.5K ﹤0.01% 1515
2023
Q2 		$324K Sell
5,113
-2,399
-32% -$150K ﹤0.01% 1216
2023
Q1 		$460K Buy
7,512
+2,629
+54% +$160K ﹤0.01% 1513
2022
Q4 		$276K Sell
4,883
-4,400
-47% -$241K ﹤0.01% 1685
2022
Q3 		$440K Buy
9,283
+802
+9% +$45.7K ﹤0.01% 1517
2022
Q2 		$494K Buy
8,481
+48
+0.6% +$3.14K ﹤0.01% 1460
2022
Q1 		$601K Buy
8,433
+2,882
+52% +$209K ﹤0.01% 1454
2021
Q4 		$432K Buy
5,551
+466
+9% +$36.9K ﹤0.01% 1610
2021
Q3 		$410K Sell
5,085
-25
-0.5% -$2.17K ﹤0.01% 1580
2021
Q2 		$476K Buy
5,110
+1,171
+30% +$108K ﹤0.01% 1496
2021
Q1 		$353K Buy
+3,939
New +$358K ﹤0.01% 1462
2019
Q3 		– Sell
-5,348
Closed -$320K – 1446
2019
Q2 		$320K Sell
5,348
-916
-15% -$54.4K ﹤0.01% 1123
2019
Q1 		$382K Buy
6,264
+2,351
+60% +$146K ﹤0.01% 1116
2018
Q4 		$230K Sell
3,913
-1,168
-23% -$70.6K ﹤0.01% 1280
2018
Q3 		$347K Buy
+5,081
New +$336K ﹤0.01% 1223
2013
Q4 		– Sell
-21,648
Closed -$1.33M – 685
2013
Q3 		$1.33M Buy
21,648
+4,420
+26% +$253K 0.03% 286
2013
Q2 		$917K Buy
+17,228
New +$970K 0.02% 332

Other funds holding EWY

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares MSCI South Korea ETF (EWY) stake by 8.5% in Q3 2023, selling an estimated $27.5K and leaving 4,680 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1515.

JP Morgan Private Wealth Advisors first reported a position in EWY in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.33M in Q3 2013. 242 funds tracked by Wall St. Rank hold EWY as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 4,680 shares of iShares MSCI South Korea ETF worth $276K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 433 iShares MSCI South Korea ETF shares in Q3 2023, an estimated $27.5K.
  • iShares MSCI South Korea ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1515 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares MSCI South Korea ETF in Q2 2013 and has held it in 17 quarters since.
  • JP Morgan Private Wealth Advisors's iShares MSCI South Korea ETF position peaked at $1.33M in Q3 2013.
  • 242 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q3 2023.

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