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JP Morgan Private Wealth Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio EZU Stock Details EZU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$6.76M Sell
160,118
-9,651
-6% -$432K 0.02% 440
2023
Q2 		$7.78M Buy
169,769
+11,209
+7% +$511K 0.04% 268
2023
Q1 		$7.15M Buy
158,560
+906
+0.6% +$39.5K 0.02% 503
2022
Q4 		$6.22M Sell
157,654
-5,008
-3% -$187K 0.01% 529
2022
Q3 		$5.2M Sell
162,662
-603
-0.4% -$21.7K 0.01% 552
2022
Q2 		$5.93M Sell
163,265
-26,141
-14% -$1.05M 0.02% 525
2022
Q1 		$8.2M Sell
189,406
-20,601
-10% -$938K 0.02% 495
2021
Q4 		$10.3M Sell
210,007
-10,346
-5% -$509K 0.02% 429
2021
Q3 		$10.6M Buy
220,353
+17,598
+9% +$880K 0.03% 413
2021
Q2 		$10M Buy
202,755
+18,785
+10% +$931K 0.03% 414
2021
Q1 		$8.54M Sell
183,970
-12,019
-6% -$545K 0.03% 395
2020
Q4 		$8.64M Sell
195,989
-37,776
-16% -$1.56M 0.03% 383
2020
Q3 		$8.86M Sell
233,765
-6,436
-3% -$249K 0.03% 345
2020
Q2 		$8.76M Buy
240,201
+18,164
+8% +$608K 0.04% 305
2020
Q1 		$6.77M Sell
222,037
-188
-0.1% -$7.11K 0.04% 310
2019
Q4 		$9.32M Sell
222,225
-286
-0.1% -$11.6K 0.04% 315
2019
Q3 		$8.65M Buy
222,511
+19,948
+10% +$770K 0.05% 316
2019
Q2 		$8.01M Sell
202,563
-3,900
-2% -$154K 0.04% 305
2019
Q1 		$7.97M Sell
206,463
-1,701
-0.8% -$63.9K 0.04% 319
2018
Q4 		$7.3M Sell
208,164
-423,967
-67% -$15.8M 0.04% 299
2018
Q3 		$25.9M Buy
+632,131
New +$26.2M 0.13% 172

Other funds holding EZU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShare MSCI Eurozone ETF (EZU) stake by 5.7% in Q3 2023, selling an estimated $432K and leaving 160,118 shares worth $6.76M. The position accounts for 0.02% of the portfolio, ranked #440.

JP Morgan Private Wealth Advisors first reported a position in EZU in Q3 2018 and has held it in 21 quarters since. The position peaked at $25.9M in Q3 2018. 242 funds tracked by Wall St. Rank hold EZU as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 160,118 shares of iShare MSCI Eurozone ETF worth $6.76M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 9,651 iShare MSCI Eurozone ETF shares in Q3 2023, an estimated $432K.
  • iShare MSCI Eurozone ETF made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #440 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShare MSCI Eurozone ETF in Q3 2018 and has held it in 21 quarters since.
  • JP Morgan Private Wealth Advisors's iShare MSCI Eurozone ETF position peaked at $25.9M in Q3 2018.
  • 242 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2023.

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