JP Morgan Private Wealth Advisors’s iShares China Large-Cap ETF FXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $297K | Sell |
11,199
-1,575
| -12% | -$43.5K | ﹤0.01% | 1480 |
|
|
2023
Q2 | $347K | Sell |
12,774
-6,247
| -33% | -$175K | ﹤0.01% | 1179 |
|
|
2023
Q1 | $562K | Buy |
19,021
+2,221
| +13% | +$66.7K | ﹤0.01% | 1426 |
|
|
2022
Q4 | $475K | Buy |
16,800
+1,635
| +11% | +$42.3K | ﹤0.01% | 1492 |
|
|
2022
Q3 | $392K | Sell |
15,165
-3,240
| -18% | -$97K | ﹤0.01% | 1552 |
|
|
2022
Q2 | $624K | Buy |
18,405
+2,468
| +15% | +$77.3K | ﹤0.01% | 1365 |
|
|
2022
Q1 | $510K | Sell |
15,937
-35
| -0.2% | -$1.23K | ﹤0.01% | 1527 |
|
|
2021
Q4 | $584K | Sell |
15,972
-304
| -2% | -$11.9K | ﹤0.01% | 1490 |
|
|
2021
Q3 | $634K | Sell |
16,276
-1,508
| -8% | -$62.3K | ﹤0.01% | 1407 |
|
|
2021
Q2 | $824K | Buy |
17,784
+5,838
| +49% | +$270K | ﹤0.01% | 1283 |
|
|
2021
Q1 | $557K | Sell |
11,946
-3,627
| -23% | -$180K | ﹤0.01% | 1267 |
|
|
2020
Q4 | $723K | Buy |
15,573
+100
| +0.6% | +$4.57K | ﹤0.01% | 1134 |
|
|
2020
Q3 | $650K | Sell |
15,473
-542
| -3% | -$23.3K | ﹤0.01% | 1053 |
|
|
2020
Q2 | $636K | Sell |
16,015
-9,043
| -36% | -$353K | ﹤0.01% | 983 |
|
|
2020
Q1 | $941K | Sell |
25,058
-2,325
| -8% | -$94.6K | 0.01% | 728 |
|
|
2019
Q4 | $1.2M | Sell |
27,383
-3,649
| -12% | -$152K | 0.01% | 738 |
|
|
2019
Q3 | $1.24M | Sell |
31,032
-1,534
| -5% | -$62.2K | 0.01% | 696 |
|
|
2019
Q2 | $1.39M | Sell |
32,566
-2,766
| -8% | -$118K | 0.01% | 667 |
|
|
2019
Q1 | $1.56M | Buy |
35,332
+5,505
| +18% | +$235K | 0.01% | 669 |
|
|
2018
Q4 | $1.17M | Sell |
29,827
-5,084
| -15% | -$205K | 0.01% | 704 |
|
|
2018
Q3 | $1.5M | Buy |
34,911
+30,096
| +625% | +$1.27M | 0.01% | 692 |
|
|
2018
Q2 | $207K | Buy |
+4,815
| New | +$225K | ﹤0.01% | 1363 |
|
|
2017
Q1 | – | Sell |
-8,095
| Closed | -$281K | – | 1342 |
|
|
2016
Q4 | $281K | Hold |
8,095
| – | – | ﹤0.01% | 1025 |
|
|
2016
Q3 | $308K | Hold |
8,095
| – | – | ﹤0.01% | 976 |
|
|
2016
Q2 | $277K | Sell |
8,095
-3,666
| -31% | -$122K | ﹤0.01% | 1016 |
|
|
2016
Q1 | $397K | Buy |
11,761
+2,340
| +25% | +$73.4K | ﹤0.01% | 832 |
|
|
2015
Q4 | $332K | Sell |
9,421
-4,823
| -34% | -$181K | ﹤0.01% | 824 |
|
|
2015
Q3 | $505K | Buy |
+14,244
| New | +$554K | 0.01% | 613 |
|
|
2015
Q2 | – | Sell |
-16,883
| Closed | -$750K | – | 1085 |
|
|
2015
Q1 | $750K | Sell |
16,883
-2,000
| -11% | -$85.2K | 0.01% | 603 |
|
|
2014
Q4 | $786K | Buy |
18,883
+10,218
| +118% | +$404K | 0.01% | 590 |
|
|
2014
Q3 | $332K | Buy |
+8,665
| New | +$347K | ﹤0.01% | 816 |
|
|
2013
Q4 | – | Sell |
-7,307
| Closed | -$271K | – | 690 |
|
|
2013
Q3 | $271K | Sell |
7,307
-1,165
| -14% | -$41.4K | 0.01% | 526 |
|
|
2013
Q2 | $276K | Buy |
+8,472
| New | +$305K | 0.01% | 508 |
|
Other funds holding FXI
JP Morgan Private Wealth Advisors's FXI Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its iShares China Large-Cap ETF (FXI) stake by 12% in Q3 2023, selling an estimated $43.5K and leaving 11,199 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.
JP Morgan Private Wealth Advisors first reported a position in FXI in Q2 2013 and has held it in 33 quarters since. The position peaked at $1.56M in Q1 2019. 252 funds tracked by Wall St. Rank hold FXI as of Q3 2023.
- JP Morgan Private Wealth Advisors held 11,199 shares of iShares China Large-Cap ETF worth $297K as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 1,575 iShares China Large-Cap ETF shares in Q3 2023, an estimated $43.5K.
- iShares China Large-Cap ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1480 holding.
- JP Morgan Private Wealth Advisors first reported a position in iShares China Large-Cap ETF in Q2 2013 and has held it in 33 quarters since.
- JP Morgan Private Wealth Advisors's iShares China Large-Cap ETF position peaked at $1.56M in Q1 2019.
- 252 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.