IFP Advisors’s JPMorgan Climate Change Solutions ETF TEMP Stock Holding History

IFP Advisors’s Portfolio TEMP Stock Details TEMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-200	Closed	-$9K	–	4338
2022 Q4	$9K	Hold	200	–	–	﹤0.01%	3470
2022 Q3	$9K	Hold	200	–	–	﹤0.01%	3734
2022 Q2	$9K	Hold	200	–	–	﹤0.01%	3487
2022 Q1	$9K	Buy	+200	New	+$8.47K	﹤0.01%	3487

Other funds holding TEMP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors's TEMP Position: Q1 2023 in Review

IFP Advisors sold out of JPMorgan Climate Change Solutions ETF (TEMP) in Q1 2023, closing a stake of 200 shares — an estimated $9K sold.

IFP Advisors first reported a position in TEMP in Q1 2022 and held it in 4 quarters. The position peaked at $9K in Q4 2022. 6 funds tracked by Wall St. Rank hold TEMP as of Q1 2023.

IFP Advisors reported no remaining JPMorgan Climate Change Solutions ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 200 JPMorgan Climate Change Solutions ETF shares in Q1 2023, an estimated $9K.
IFP Advisors first reported a position in JPMorgan Climate Change Solutions ETF in Q1 2022 and held it in 4 quarters.
IFP Advisors's JPMorgan Climate Change Solutions ETF position peaked at $9K in Q4 2022.
6 funds tracked by Wall St. Rank held JPMorgan Climate Change Solutions ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.