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JP Morgan Private Wealth Advisors’s Invesco Golden Dragon China ETF PGJ Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PGJ Stock Details PGJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-114,236
Closed -$4.82M – 2032
2021
Q3 		$4.82M Buy
+114,236
New +$5.44M 0.01% 605

Other funds holding PGJ

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PGJ Position: Q4 2021 in Review

JP Morgan Private Wealth Advisors sold out of Invesco Golden Dragon China ETF (PGJ) in Q4 2021, closing a stake of 114,236 shares — an estimated $4.82M sold.

JP Morgan Private Wealth Advisors first reported a position in PGJ in Q3 2021 and held it in 1 quarter. The position peaked at $4.82M in Q3 2021. 51 funds tracked by Wall St. Rank hold PGJ as of Q4 2021.

  • JP Morgan Private Wealth Advisors reported no remaining Invesco Golden Dragon China ETF position as of Q4 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 114,236 Invesco Golden Dragon China ETF shares in Q4 2021, an estimated $4.82M.
  • JP Morgan Private Wealth Advisors first reported a position in Invesco Golden Dragon China ETF in Q3 2021 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Invesco Golden Dragon China ETF position peaked at $4.82M in Q3 2021.
  • 51 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q4 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.