JMPWA
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JP Morgan Private Wealth Advisors’s GraniteShares Gold Shares BAR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BAR Stock Details BAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-11,908
Closed -$229K – 1923
2022
Q1 		$229K Sell
11,908
-1,107
-9% -$20.6K ﹤0.01% 1860
2021
Q4 		$236K Sell
13,015
-12,061
-48% -$215K ﹤0.01% 1847
2021
Q3 		$437K Sell
25,076
-9,083
-27% -$161K ﹤0.01% 1549
2021
Q2 		$601K Buy
34,159
+4,684
+16% +$84.4K ﹤0.01% 1409
2021
Q1 		$500K Sell
29,475
-10,935
-27% -$195K ﹤0.01% 1312
2020
Q4 		$763K Buy
+40,410
New +$754K ﹤0.01% 1108

Other funds holding BAR

JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
GP
Greenline Partners New York $930M AUM 29.59% 1-Year Est. Return
CJFS
Coulter & Justus Financial Services Knoxville, Tennessee $450M AUM 21.87% 1-Year Est. Return