JP Morgan Private Wealth Advisors’s Columbia India Consumer ETF INCO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio INCO Stock Details INCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$308K	Buy	5,825 +280	+5%	+$14.7K	﹤0.01%	1463
2023 Q2	$291K	Hold	5,545	–	–	﹤0.01%	1252
2023 Q1	$246K	Sell	5,545 -2,150	-28%	-$97.1K	﹤0.01%	1750
2022 Q4	$349K	Sell	7,695 -3,035	-28%	-$154K	﹤0.01%	1604
2022 Q3	$550K	Sell	10,730 -1,385	-11%	-$72.7K	﹤0.01%	1418
2022 Q2	$585K	Buy	+12,115	New	+$598K	﹤0.01%	1392

Other funds holding INCO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

ACM

Aubrey Capital Management Edinburgh, United Kingdom $160M AUM 57.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Columbia India Consumer ETF (INCO) stake by 5% in Q3 2023, buying an estimated $14.7K and bringing the position to 5,825 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1463.

JP Morgan Private Wealth Advisors first reported a position in INCO in Q2 2022 and has held it in 6 quarters since. The position peaked at $585K in Q2 2022. 25 funds tracked by Wall St. Rank hold INCO as of Q3 2023.

JP Morgan Private Wealth Advisors held 5,825 shares of Columbia India Consumer ETF worth $308K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 280 Columbia India Consumer ETF shares in Q3 2023, an estimated $14.7K.
Columbia India Consumer ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1463 holding.
JP Morgan Private Wealth Advisors first reported a position in Columbia India Consumer ETF in Q2 2022 and has held it in 6 quarters since.
JP Morgan Private Wealth Advisors's Columbia India Consumer ETF position peaked at $585K in Q2 2022.
25 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q3 2023.

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