JP Morgan Private Wealth Advisors’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4,845	Closed	-$350K	–	2006
2022 Q1	$350K	Sell	4,845 -6,504	-57%	-$475K	﹤0.01%	1686
2021 Q4	$871K	Sell	11,349 -4,478	-28%	-$343K	﹤0.01%	1316
2021 Q3	$1.19M	Hold	15,827	–	–	﹤0.01%	1134
2021 Q2	$1.2M	Buy	15,827 +569	+4%	+$42.9K	﹤0.01%	1104
2021 Q1	$1.1M	Sell	15,258 -539	-3%	-$38.5K	﹤0.01%	996
2020 Q4	$1.1M	Buy	15,797 +3,105	+24%	+$205K	﹤0.01%	971
2020 Q3	$785K	Buy	+12,692	New	+$787K	﹤0.01%	984

Other funds holding QEFA

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

JP Morgan Private Wealth Advisors's QEFA Position: Q2 2022 in Review

JP Morgan Private Wealth Advisors sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q2 2022, closing a stake of 4,845 shares — an estimated $350K sold.

JP Morgan Private Wealth Advisors first reported a position in QEFA in Q3 2020 and held it in 7 quarters. The position peaked at $1.2M in Q2 2021. 95 funds tracked by Wall St. Rank hold QEFA as of Q2 2022.

JP Morgan Private Wealth Advisors reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q2 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 4,845 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2022, an estimated $350K.
JP Morgan Private Wealth Advisors first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q3 2020 and held it in 7 quarters.
JP Morgan Private Wealth Advisors's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $1.2M in Q2 2021.
95 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.