JP Morgan Private Wealth Advisors’s iShares MSCI India ETF INDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $662K | Buy |
14,965
+7,988
| +114% | +$353K | ﹤0.01% | 1128 |
|
|
2023
Q2 | $305K | Sell |
6,977
-1,303
| -16% | -$54K | ﹤0.01% | 1236 |
|
|
2023
Q1 | $326K | Sell |
8,280
-9
| -0.1% | -$362 | ﹤0.01% | 1650 |
|
|
2022
Q4 | $346K | Buy |
8,289
+373
| +5% | +$15.8K | ﹤0.01% | 1608 |
|
|
2022
Q3 | $323K | Buy |
7,916
+487
| +7% | +$20.6K | ﹤0.01% | 1626 |
|
|
2022
Q2 | $292K | Buy |
7,429
+948
| +15% | +$39.9K | ﹤0.01% | 1663 |
|
|
2022
Q1 | $289K | Buy |
6,481
+762
| +13% | +$34.1K | ﹤0.01% | 1757 |
|
|
2021
Q4 | $262K | Buy |
5,719
+59
| +1% | +$2.85K | ﹤0.01% | 1801 |
|
|
2021
Q3 | $276K | Sell |
5,660
-2,112
| -27% | -$98.5K | ﹤0.01% | 1727 |
|
|
2021
Q2 | $344K | Sell |
7,772
-2,873
| -27% | -$123K | ﹤0.01% | 1630 |
|
|
2021
Q1 | $449K | Buy |
10,645
+2,127
| +25% | +$89.3K | ﹤0.01% | 1353 |
|
|
2020
Q4 | $343K | Buy |
8,518
+1,305
| +18% | +$47.7K | ﹤0.01% | 1447 |
|
|
2020
Q3 | $244K | Hold |
7,213
| – | – | ﹤0.01% | 1445 |
|
|
2020
Q2 | $209K | Buy |
+7,213
| New | +$193K | ﹤0.01% | 1449 |
|
|
2020
Q1 | – | Sell |
-8,379
| Closed | -$295K | – | 1479 |
|
|
2019
Q4 | $295K | Sell |
8,379
-18,098
| -68% | -$620K | ﹤0.01% | 1248 |
|
|
2019
Q3 | $889K | Buy |
26,477
+17,627
| +199% | +$582K | ﹤0.01% | 800 |
|
|
2019
Q2 | $312K | Sell |
8,850
-51,760
| -85% | -$1.82M | ﹤0.01% | 1135 |
|
|
2019
Q1 | $2.14M | Sell |
60,610
-9,858
| -14% | -$328K | 0.01% | 599 |
|
|
2018
Q4 | $2.35M | Sell |
70,468
-272,973
| -79% | -$8.6M | 0.01% | 538 |
|
|
2018
Q3 | $11.2M | Buy |
343,441
+13,506
| +4% | +$467K | 0.05% | 275 |
|
|
2018
Q2 | $11M | Buy |
329,935
+62,408
| +23% | +$2.12M | 0.06% | 258 |
|
|
2018
Q1 | $9.13M | Buy |
267,527
+8,987
| +3% | +$319K | 0.06% | 249 |
|
|
2017
Q4 | $9.33M | Buy |
258,540
+59,756
| +30% | +$2.08M | 0.06% | 245 |
|
|
2017
Q3 | $6.53M | Buy |
198,784
+51,399
| +35% | +$1.74M | 0.05% | 277 |
|
|
2017
Q2 | $4.73M | Buy |
+147,385
| New | +$4.75M | 0.04% | 305 |
|
|
2017
Q1 | – | Sell |
-9,444
| Closed | -$253K | – | 1348 |
|
|
2016
Q4 | $253K | Buy |
9,444
+21
| +0.2% | +$584 | ﹤0.01% | 1072 |
|
|
2016
Q3 | $277K | Sell |
9,423
-4,346
| -32% | -$127K | ﹤0.01% | 1021 |
|
|
2016
Q2 | $385K | Buy |
+13,769
| New | +$375K | ﹤0.01% | 877 |
|
|
2016
Q1 | – | Sell |
-30,300
| Closed | -$833K | – | 1268 |
|
|
2015
Q4 | $833K | Buy |
30,300
+18,418
| +155% | +$515K | 0.01% | 562 |
|
|
2015
Q3 | $339K | Sell |
11,882
-34,451
| -74% | -$1.01M | ﹤0.01% | 755 |
|
|
2015
Q2 | $1.4M | Buy |
46,333
+34,576
| +294% | +$1.06M | 0.02% | 431 |
|
|
2015
Q1 | $376K | Buy |
+11,757
| New | +$379K | ﹤0.01% | 809 |
|
Other funds holding INDA
SLF
EC
JP Morgan Private Wealth Advisors's INDA Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors increased its iShares MSCI India ETF (INDA) stake by 114% in Q3 2023, buying an estimated $353K and bringing the position to 14,965 shares worth $662K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.
JP Morgan Private Wealth Advisors first reported a position in INDA in Q1 2015 and has held it in 32 quarters since. The position peaked at $11.2M in Q3 2018. 419 funds tracked by Wall St. Rank hold INDA as of Q3 2023.
- JP Morgan Private Wealth Advisors held 14,965 shares of iShares MSCI India ETF worth $662K as of Q3 2023.
- JP Morgan Private Wealth Advisors bought 7,988 iShares MSCI India ETF shares in Q3 2023, an estimated $353K.
- iShares MSCI India ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1128 holding.
- JP Morgan Private Wealth Advisors first reported a position in iShares MSCI India ETF in Q1 2015 and has held it in 32 quarters since.
- JP Morgan Private Wealth Advisors's iShares MSCI India ETF position peaked at $11.2M in Q3 2018.
- 419 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.