JP Morgan Private Wealth Advisors’s State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF EEMX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$318K	Buy	10,952 +318	+3%	+$9.61K	﹤0.01%	1450
2023 Q2	$322K	Buy	10,634 +492	+5%	+$14.7K	﹤0.01%	1217
2023 Q1	$305K	Buy	10,142 +140	+1%	+$4.24K	﹤0.01%	1670
2022 Q4	$287K	Buy	+10,002	New	+$280K	﹤0.01%	1674

Other funds holding EEMX

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LSAG

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF (EEMX) stake by 3% in Q3 2023, buying an estimated $9.61K and bringing the position to 10,952 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

JP Morgan Private Wealth Advisors first reported a position in EEMX in Q4 2022 and has held it in 4 quarters since. The position peaked at $322K in Q2 2023. 39 funds tracked by Wall St. Rank hold EEMX as of Q3 2023.

JP Morgan Private Wealth Advisors held 10,952 shares of State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF worth $318K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 318 State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF shares in Q3 2023, an estimated $9.61K.
State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1450 holding.
JP Morgan Private Wealth Advisors first reported a position in State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF in Q4 2022 and has held it in 4 quarters since.
JP Morgan Private Wealth Advisors's State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF position peaked at $322K in Q2 2023.
39 funds tracked by Wall St. Rank held State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF as of Q3 2023.

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