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JP Morgan Private Wealth Advisors’s Brookfield Renewable BEP Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BEP Stock Details BEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$820K Sell
37,739
-3,273
-8% -$88.2K ﹤0.01% 1051
2023
Q2 		$1.21M Sell
41,012
-10,118
-20% -$311K 0.01% 711
2023
Q1 		$1.61M Sell
51,130
-322
-0.6% -$9.08K ﹤0.01% 962
2022
Q4 		$1.3M Sell
51,452
-1,427
-3% -$40.7K ﹤0.01% 1026
2022
Q3 		$1.66M Buy
52,879
+5,573
+12% +$206K ﹤0.01% 910
2022
Q2 		$1.65M Sell
47,306
-402
-0.8% -$14.5K ﹤0.01% 908
2022
Q1 		$1.96M Sell
47,708
-1,577
-3% -$56.6K ﹤0.01% 908
2021
Q4 		$1.76M Buy
49,285
+840
+2% +$31K ﹤0.01% 963
2021
Q3 		$1.79M Sell
48,445
-1,108
-2% -$43K ﹤0.01% 942
2021
Q2 		$1.91M Sell
49,553
-5,081
-9% -$201K ﹤0.01% 899
2021
Q1 		$2.33M Sell
54,634
-9,042
-14% -$400K 0.01% 719
2020
Q4 		$2.75M Sell
63,676
-952
-1% -$36.5K 0.01% 632
2020
Q3 		$2.26M Sell
64,628
-18,306
-22% -$541K 0.01% 618
2020
Q2 		$2.12M Sell
82,934
-3,873
-4% -$97.3K 0.01% 570
2020
Q1 		$1.97M Sell
86,807
-9,097
-9% -$230K 0.01% 544
2019
Q4 		$2.38M Buy
95,904
+8,853
+10% +$209K 0.01% 582
2019
Q3 		$1.88M Buy
87,051
+5,207
+6% +$102K 0.01% 601
2019
Q2 		$1.51M Buy
81,844
+8,557
+12% +$148K 0.01% 647
2019
Q1 		$1.25M Buy
73,287
+9,298
+15% +$147K 0.01% 726
2018
Q4 		$883K Buy
+63,989
New +$957K 0.01% 789

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BEP Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Brookfield Renewable (BEP) stake by 8% in Q3 2023, selling an estimated $88.2K and leaving 37,739 shares worth $820K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

JP Morgan Private Wealth Advisors first reported a position in BEP in Q4 2018 and has held it in 20 quarters since. The position peaked at $2.75M in Q4 2020. 210 funds tracked by Wall St. Rank hold BEP as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 37,739 shares of Brookfield Renewable worth $820K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 3,273 Brookfield Renewable shares in Q3 2023, an estimated $88.2K.
  • Brookfield Renewable made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1051 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Brookfield Renewable in Q4 2018 and has held it in 20 quarters since.
  • JP Morgan Private Wealth Advisors's Brookfield Renewable position peaked at $2.75M in Q4 2020.
  • 210 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.