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JPXN

Milestone Advisory Partners’s iShares JPX-Nikkei 400 ETF JPXN Stock Holding History

Milestone Advisory Partners’s Portfolio JPXN Stock Details JPXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2.36M Buy
36,892
+9,121
+33% +$600K 1.96% 21
2023
Q2 		$1.83M Buy
+27,771
New +$1.79M 1.66% 20

Other funds holding JPXN

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Milestone Advisory Partners's JPXN Position: Q3 2023 in Review

Milestone Advisory Partners increased its iShares JPX-Nikkei 400 ETF (JPXN) stake by 33% in Q3 2023, buying an estimated $600K and bringing the position to 36,892 shares worth $2.36M. The position accounts for 1.96% of the portfolio, ranked #21.

Milestone Advisory Partners first reported a position in JPXN in Q2 2023 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold JPXN as of Q3 2023.

  • Milestone Advisory Partners held 36,892 shares of iShares JPX-Nikkei 400 ETF worth $2.36M as of Q3 2023.
  • Milestone Advisory Partners bought 9,121 iShares JPX-Nikkei 400 ETF shares in Q3 2023, an estimated $600K.
  • iShares JPX-Nikkei 400 ETF made up 1.96% of Milestone Advisory Partners's portfolio in Q3 2023, its #21 holding.
  • Milestone Advisory Partners first reported a position in iShares JPX-Nikkei 400 ETF in Q2 2023 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held iShares JPX-Nikkei 400 ETF as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.