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EZM icon

JP Morgan Private Wealth Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio EZM Stock Details EZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$7.19M Sell
141,736
-8,423
-6% -$448K 0.02% 430
2023
Q2 		$7.95M Sell
150,159
-16,235
-10% -$806K 0.04% 265
2023
Q1 		$8.28M Sell
166,394
-8,251
-5% -$426K 0.02% 475
2022
Q4 		$8.49M Buy
174,645
+9,585
+6% +$467K 0.02% 456
2022
Q3 		$7.26M Buy
165,060
+11,610
+8% +$565K 0.02% 461
2022
Q2 		$7.05M Sell
153,450
-227
-0.1% -$11.5K 0.02% 490
2022
Q1 		$8.4M Buy
153,677
+2,185
+1% +$119K 0.02% 485
2021
Q4 		$8.53M Sell
151,492
-2,905
-2% -$160K 0.02% 473
2021
Q3 		$8.03M Buy
154,397
+14,406
+10% +$758K 0.02% 473
2021
Q2 		$7.33M Sell
139,991
-1,239
-0.9% -$65.6K 0.02% 491
2021
Q1 		$7.19M Sell
141,230
-4,055
-3% -$195K 0.02% 425
2020
Q4 		$6.31M Buy
145,285
+3,335
+2% +$132K 0.02% 431
2020
Q3 		$4.85M Buy
141,950
+20,350
+17% +$700K 0.02% 432
2020
Q2 		$3.96M Sell
121,600
-221,859
-65% -$6.76M 0.02% 413
2020
Q1 		$9.07M Sell
343,459
-145,234
-30% -$5.37M 0.05% 272
2019
Q4 		$20.6M Sell
488,693
-13,274
-3% -$540K 0.09% 196
2019
Q3 		$19.8M Buy
501,967
+2,377
+0.5% +$93.1K 0.1% 187
2019
Q2 		$20M Sell
499,590
-37,456
-7% -$1.49M 0.11% 183
2019
Q1 		$21.1M Buy
537,046
+17,862
+3% +$690K 0.11% 186
2018
Q4 		$17.8M Sell
519,184
-117,352
-18% -$4.41M 0.11% 187
2018
Q3 		$26.3M Buy
636,536
+31,247
+5% +$1.3M 0.13% 171
2018
Q2 		$24.3M Buy
605,289
+15,681
+3% +$622K 0.14% 165
2018
Q1 		$22.8M Buy
589,608
+44,362
+8% +$1.76M 0.15% 148
2017
Q4 		$21.6M Buy
545,246
+17,703
+3% +$680K 0.14% 155
2017
Q3 		$19.6M Buy
527,543
+19,636
+4% +$706K 0.14% 155
2017
Q2 		$18.2M Buy
507,907
+11,173
+2% +$396K 0.14% 158
2017
Q1 		$17.5M Buy
496,734
+40,962
+9% +$1.43M 0.14% 165
2016
Q4 		$15.6M Buy
455,772
+16,077
+4% +$527K 0.14% 158
2016
Q3 		$14M Buy
439,695
+9,846
+2% +$311K 0.13% 162
2016
Q2 		$13.1M Buy
429,849
+58,389
+16% +$1.77M 0.13% 157
2016
Q1 		$11.2M Sell
371,460
-10,611
-3% -$295K 0.11% 167
2015
Q4 		$11.1M Buy
382,071
+35,262
+10% +$1.06M 0.11% 169
2015
Q3 		$9.93M Buy
+346,809
New +$10.6M 0.12% 162
2015
Q2 		– Sell
-372,567
Closed -$12M – 1083
2015
Q1 		$12M Buy
372,567
+357,957
+2,450% +$11.2M 0.14% 156
2014
Q4 		$451K Buy
+14,610
New +$438K 0.01% 744

Other funds holding EZM

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its WisdomTree US MidCap Fund (EZM) stake by 5.6% in Q3 2023, selling an estimated $448K and leaving 141,736 shares worth $7.19M. The position accounts for 0.02% of the portfolio, ranked #430.

JP Morgan Private Wealth Advisors first reported a position in EZM in Q4 2014 and has held it in 35 quarters since. The position peaked at $26.3M in Q3 2018. 137 funds tracked by Wall St. Rank hold EZM as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 141,736 shares of WisdomTree US MidCap Fund worth $7.19M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 8,423 WisdomTree US MidCap Fund shares in Q3 2023, an estimated $448K.
  • WisdomTree US MidCap Fund made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #430 holding.
  • JP Morgan Private Wealth Advisors first reported a position in WisdomTree US MidCap Fund in Q4 2014 and has held it in 35 quarters since.
  • JP Morgan Private Wealth Advisors's WisdomTree US MidCap Fund position peaked at $26.3M in Q3 2018.
  • 137 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2023.

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