JMPWA
BLCN

JP Morgan Private Wealth Advisors’s Siren ETF Trust Siren NexGen Economy ETF BLCN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BLCN Stock Details BLCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-4,236
Closed -$201K – 1942
2021
Q2 		$201K Buy
+4,236
New +$203K ﹤0.01% 1836

Other funds holding BLCN

AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IAP
Indie Asset Partners Carmel, Indiana $87.8M AUM 27.76% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BLCN Position: Q3 2021 in Review

JP Morgan Private Wealth Advisors sold out of Siren ETF Trust Siren NexGen Economy ETF (BLCN) in Q3 2021, closing a stake of 4,236 shares — an estimated $201K sold.

JP Morgan Private Wealth Advisors first reported a position in BLCN in Q2 2021 and held it in 1 quarter. The position peaked at $201K in Q2 2021. 90 funds tracked by Wall St. Rank hold BLCN as of Q3 2021.

  • JP Morgan Private Wealth Advisors reported no remaining Siren ETF Trust Siren NexGen Economy ETF position as of Q3 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 4,236 Siren ETF Trust Siren NexGen Economy ETF shares in Q3 2021, an estimated $201K.
  • JP Morgan Private Wealth Advisors first reported a position in Siren ETF Trust Siren NexGen Economy ETF in Q2 2021 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Siren ETF Trust Siren NexGen Economy ETF position peaked at $201K in Q2 2021.
  • 90 funds tracked by Wall St. Rank held Siren ETF Trust Siren NexGen Economy ETF as of Q3 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.