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

JP Morgan Private Wealth Advisors’s Portfolio BEPC Stock Details BEPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$232K Sell
9,694
-181
-2% -$5.25K ﹤0.01% 1584
2023
Q2 		$312K Sell
9,875
-2,206
-18% -$74.4K ﹤0.01% 1226
2023
Q1 		$422K Buy
12,081
+1,947
+19% +$58.9K ﹤0.01% 1538
2022
Q4 		$279K Buy
10,134
+311
+3% +$9.6K ﹤0.01% 1678
2022
Q3 		$321K Buy
9,823
+1,231
+14% +$47.4K ﹤0.01% 1628
2022
Q2 		$305K Buy
8,592
+2,634
+44% +$97.4K ﹤0.01% 1641
2022
Q1 		$261K Buy
+5,958
New +$220K ﹤0.01% 1806
2021
Q4 		– Sell
-6,243
Closed -$242K – 1994
2021
Q3 		$242K Buy
6,243
+1,117
+22% +$46.8K ﹤0.01% 1780
2021
Q2 		$216K Sell
5,126
-15,189
-75% -$646K ﹤0.01% 1810
2021
Q1 		$951K Sell
20,315
-1,357
-6% -$69.3K ﹤0.01% 1061
2020
Q4 		$1.26M Buy
21,672
+2,812
+15% +$135K ﹤0.01% 917
2020
Q3 		$737K Buy
+18,860
New +$633K ﹤0.01% 1009

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Brookfield Renewable (BEPC) stake by 1.8% in Q3 2023, selling an estimated $5.25K and leaving 9,694 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

JP Morgan Private Wealth Advisors first reported a position in BEPC in Q3 2020 and has held it in 12 quarters since. The position peaked at $1.26M in Q4 2020. 332 funds tracked by Wall St. Rank hold BEPC as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 9,694 shares of Brookfield Renewable worth $232K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 181 Brookfield Renewable shares in Q3 2023, an estimated $5.25K.
  • Brookfield Renewable made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1584 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Brookfield Renewable in Q3 2020 and has held it in 12 quarters since.
  • JP Morgan Private Wealth Advisors's Brookfield Renewable position peaked at $1.26M in Q4 2020.
  • 332 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.