JMPWA
IAF

JP Morgan Private Wealth Advisors’s abrdn Australia Equity Fund IAF Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IAF Stock Details IAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-4,916
Closed -$95K – 1955
2021
Q2 		$95K Sell
4,916
-74
-1% -$1.41K ﹤0.01% 1874
2021
Q1 		$87K Buy
4,990
+238
+5% +$3.97K ﹤0.01% 1727
2020
Q4 		$75K Sell
4,752
-6,662
-58% -$98.6K ﹤0.01% 1686
2020
Q3 		$153K Buy
11,414
+298
+3% +$4.17K ﹤0.01% 1541
2020
Q2 		$149K Buy
11,116
+116
+1% +$1.45K ﹤0.01% 1491
2020
Q1 		$129K Hold
11,000
– – ﹤0.01% 1344
2019
Q4 		$179K Hold
11,000
– – ﹤0.01% 1417
2019
Q3 		$172K Hold
11,000
– – ﹤0.01% 1358
2019
Q2 		$181K Hold
11,000
– – ﹤0.01% 1307
2019
Q1 		$179K Sell
11,000
-500
-4% -$7.9K ﹤0.01% 1386
2018
Q4 		$164K Hold
11,500
– – ﹤0.01% 1360
2018
Q3 		$206K Buy
+11,500
New +$209K ﹤0.01% 1466
2013
Q4 		– Sell
-41,183
Closed -$1.28M – 691
2013
Q3 		$1.28M Sell
41,183
-184
-0.4% -$5.71K 0.03% 296
2013
Q2 		$1.2M Buy
+41,367
New +$1.29M 0.03% 295

Other funds holding IAF

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

JP Morgan Private Wealth Advisors's IAF Position: Q3 2021 in Review

JP Morgan Private Wealth Advisors sold out of abrdn Australia Equity Fund (IAF) in Q3 2021, closing a stake of 4,916 shares — an estimated $95K sold.

JP Morgan Private Wealth Advisors first reported a position in IAF in Q2 2013 and held it in 14 quarters. The position peaked at $1.28M in Q3 2013. 26 funds tracked by Wall St. Rank hold IAF as of Q3 2021.

  • JP Morgan Private Wealth Advisors reported no remaining abrdn Australia Equity Fund position as of Q3 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 4,916 abrdn Australia Equity Fund shares in Q3 2021, an estimated $95K.
  • JP Morgan Private Wealth Advisors first reported a position in abrdn Australia Equity Fund in Q2 2013 and held it in 14 quarters.
  • JP Morgan Private Wealth Advisors's abrdn Australia Equity Fund position peaked at $1.28M in Q3 2013.
  • 26 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q3 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.