JP Morgan Chase’s Nuveen ESG Dividend ETF NUDV Stock Holding History

JP Morgan Chase’s Portfolio NUDV Stock Details NUDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-681	Closed	-$16K	–	7072
2022 Q4	$16K	Sell	681 -2,812	-81%	-$66.5K	﹤0.01%	5943
2022 Q3	$74K	Sell	3,493 -600	-15%	-$14.2K	﹤0.01%	5415
2022 Q2	$94K	Buy	+4,093	New	+$101K	﹤0.01%	5439

Other funds holding NUDV

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Addison Advisors Middlebury, Vermont $452M AUM 14.62% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CWA

Clearview Wealth Advisors Salem, Oregon $158M AUM 14.25% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JP Morgan Chase's NUDV Position: Q1 2023 in Review

JP Morgan Chase sold out of Nuveen ESG Dividend ETF (NUDV) in Q1 2023, closing a stake of 681 shares — an estimated $16K sold.

JP Morgan Chase first reported a position in NUDV in Q2 2022 and held it in 3 quarters. The position peaked at $94K in Q2 2022. 8 funds tracked by Wall St. Rank hold NUDV as of Q1 2023.

JP Morgan Chase reported no remaining Nuveen ESG Dividend ETF position as of Q1 2023 after selling out during the quarter.
JP Morgan Chase sold 681 Nuveen ESG Dividend ETF shares in Q1 2023, an estimated $16K.
JP Morgan Chase first reported a position in Nuveen ESG Dividend ETF in Q2 2022 and held it in 3 quarters.
JP Morgan Chase's Nuveen ESG Dividend ETF position peaked at $94K in Q2 2022.
8 funds tracked by Wall St. Rank held Nuveen ESG Dividend ETF as of Q1 2023.

Based on JP Morgan Chase's 13F filing for Q1 2023, filed 11 May 2023.