JPMPWA
RESP

J.P. Morgan Private Wealth Advisors’s WisdomTree U.S. ESG Fund RESP Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio RESP Stock Details RESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
2023
Q1 		$313K Sell
2022
Q4 		$311K Hold
2022
Q3 		$290K Hold
2022
Q2 		$309K Hold
2022
Q1 		$366K Hold
2021
Q4 		$388K Buy