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JP Morgan Private Wealth Advisors’s iShares MSCI China ETF MCHI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio MCHI Stock Details MCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$16.5M Sell
382,096
-2,286
-0.6% -$104K 0.05% 299
2023
Q2 		$17.2M Buy
384,382
+192,863
+101% +$9.02M 0.09% 171
2023
Q1 		$9.55M Sell
191,519
-189,680
-50% -$9.65M 0.02% 440
2022
Q4 		$18.1M Buy
381,199
+6,861
+2% +$298K 0.04% 321
2022
Q3 		$15.9M Buy
374,338
+162,271
+77% +$8.01M 0.04% 313
2022
Q2 		$11.8M Sell
212,067
-156,820
-43% -$8.05M 0.03% 369
2022
Q1 		$19.5M Buy
368,887
+8,183
+2% +$482K 0.04% 329
2021
Q4 		$22.6M Sell
360,704
-1,450
-0.4% -$97.4K 0.05% 297
2021
Q3 		$24.5M Buy
362,154
+156,829
+76% +$11.3M 0.06% 274
2021
Q2 		$16.9M Buy
205,325
+4,076
+2% +$332K 0.04% 340
2021
Q1 		$16.4M Sell
201,249
-10,228
-5% -$897K 0.05% 305
2020
Q4 		$17.1M Buy
211,477
+1,606
+0.8% +$127K 0.06% 284
2020
Q3 		$15.6M Buy
209,871
+22,438
+12% +$1.64M 0.06% 252
2020
Q2 		$12.3M Sell
187,433
-8,879
-5% -$545K 0.06% 260
2020
Q1 		$11.2M Sell
196,312
-2,744
-1% -$170K 0.06% 243
2019
Q4 		$12.8M Buy
199,056
+6,173
+3% +$369K 0.06% 270
2019
Q3 		$10.8M Sell
192,883
-170,208
-47% -$9.8M 0.06% 277
2019
Q2 		$21.6M Sell
363,091
-25,177
-6% -$1.51M 0.12% 174
2019
Q1 		$24.2M Buy
388,268
+37,626
+11% +$2.22M 0.13% 170
2018
Q4 		$18.5M Buy
+350,642
New +$19.3M 0.11% 182
2016
Q4 		– Sell
-9,732
Closed -$472K – 1276
2016
Q3 		$472K Hold
9,732
– – ﹤0.01% 806
2016
Q2 		$413K Buy
+9,732
New +$406K ﹤0.01% 850
2016
Q1 		– Sell
-10,790
Closed -$481K – 1276
2015
Q4 		$481K Buy
+10,790
New +$505K ﹤0.01% 700

Other funds holding MCHI

RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares MSCI China ETF (MCHI) stake by 0.59% in Q3 2023, selling an estimated $104K and leaving 382,096 shares worth $16.5M. The position accounts for 0.05% of the portfolio, ranked #299.

JP Morgan Private Wealth Advisors first reported a position in MCHI in Q4 2015 and has held it in 23 quarters since. The position peaked at $24.5M in Q3 2021. 256 funds tracked by Wall St. Rank hold MCHI as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 382,096 shares of iShares MSCI China ETF worth $16.5M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 2,286 iShares MSCI China ETF shares in Q3 2023, an estimated $104K.
  • iShares MSCI China ETF made up 0.05% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #299 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares MSCI China ETF in Q4 2015 and has held it in 23 quarters since.
  • JP Morgan Private Wealth Advisors's iShares MSCI China ETF position peaked at $24.5M in Q3 2021.
  • 256 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2023.

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