JWM
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Jupiter Wealth Management’s iShares MSCI Japan ETF EWJ Stock Holding History

Jupiter Wealth Management’s Portfolio EWJ Stock Details EWJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,000
Closed -$426K – 97
2024
Q2 		$426K Buy
+6,000
New +$410K 0.23% 67

Other funds holding EWJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jupiter Wealth Management's EWJ Position: Q3 2024 in Review

Jupiter Wealth Management sold out of iShares MSCI Japan ETF (EWJ) in Q3 2024, closing a stake of 6,000 shares — an estimated $426K sold.

Jupiter Wealth Management first reported a position in EWJ in Q2 2024 and held it in 1 quarter. The position peaked at $426K in Q2 2024. 603 funds tracked by Wall St. Rank hold EWJ as of Q3 2024.

  • Jupiter Wealth Management reported no remaining iShares MSCI Japan ETF position as of Q3 2024 after selling out during the quarter.
  • Jupiter Wealth Management sold 6,000 iShares MSCI Japan ETF shares in Q3 2024, an estimated $426K.
  • Jupiter Wealth Management first reported a position in iShares MSCI Japan ETF in Q2 2024 and held it in 1 quarter.
  • Jupiter Wealth Management's iShares MSCI Japan ETF position peaked at $426K in Q2 2024.
  • 603 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q3 2024.

Based on Jupiter Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.