JP Morgan Private Wealth Advisors’s State Street SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CNRG Stock Details CNRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$302K	Sell	4,480 -295	-6%	-$23K	﹤0.01%	1473
2023 Q2	$404K	Sell	4,775 -483	-9%	-$39.9K	﹤0.01%	1118
2023 Q1	$456K	Buy	5,258 +56	+1%	+$4.89K	﹤0.01%	1516
2022 Q4	$427K	Buy	5,202 +2,604	+100%	+$224K	﹤0.01%	1533
2022 Q3	$221K	Buy	+2,598	New	+$237K	﹤0.01%	1771

Other funds holding CNRG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

ECM

Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its State Street SPDR S&P Kensho Clean Power ETF (CNRG) stake by 6.2% in Q3 2023, selling an estimated $23K and leaving 4,480 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

JP Morgan Private Wealth Advisors first reported a position in CNRG in Q3 2022 and has held it in 5 quarters since. The position peaked at $456K in Q1 2023. 84 funds tracked by Wall St. Rank hold CNRG as of Q3 2023.

JP Morgan Private Wealth Advisors held 4,480 shares of State Street SPDR S&P Kensho Clean Power ETF worth $302K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 295 State Street SPDR S&P Kensho Clean Power ETF shares in Q3 2023, an estimated $23K.
State Street SPDR S&P Kensho Clean Power ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1473 holding.
JP Morgan Private Wealth Advisors first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q3 2022 and has held it in 5 quarters since.
JP Morgan Private Wealth Advisors's State Street SPDR S&P Kensho Clean Power ETF position peaked at $456K in Q1 2023.
84 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q3 2023.

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