JP Morgan Private Wealth Advisors’s State Street SPDR S&P Global Natural Resources ETF GNR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$4.45M	Sell	79,784 -16,491	-17%	-$921K	0.01%	528
2023 Q2	$5.19M	Sell	96,275 -77,330	-45%	-$4.27M	0.03%	336
2023 Q1	$9.91M	Sell	173,605 -37,415	-18%	-$2.18M	0.02%	429
2022 Q4	$12M	Buy	211,020 +41,936	+25%	+$2.36M	0.03%	390
2022 Q3	$8.36M	Sell	169,084 -5,242	-3%	-$276K	0.02%	430
2022 Q2	$9.08M	Buy	174,326 +118,460	+212%	+$7.11M	0.02%	425
2022 Q1	$3.51M	Buy	55,866 +7,824	+16%	+$459K	0.01%	710
2021 Q4	$2.59M	Sell	48,042 -1,132	-2%	-$60.7K	0.01%	812
2021 Q3	$2.52M	Sell	49,174 -3,387	-6%	-$176K	0.01%	809
2021 Q2	$2.79M	Buy	52,561 +11,203	+27%	+$601K	0.01%	757
2021 Q1	$2.08M	Buy	+41,358	New	+$2.03M	0.01%	750
2016 Q1	–	Sell	-21,249	Closed	-$682K	–	1261
2015 Q4	$682K	Buy	+21,249	New	+$733K	0.01%	611

Other funds holding GNR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HMH

Hackensack Meridian Health Edison, New Jersey $1.48B AUM 21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its State Street SPDR S&P Global Natural Resources ETF (GNR) stake by 17% in Q3 2023, selling an estimated $921K and leaving 79,784 shares worth $4.45M. The position accounts for 0.01% of the portfolio, ranked #528.

JP Morgan Private Wealth Advisors first reported a position in GNR in Q4 2015 and has held it in 12 quarters since. The position peaked at $12M in Q4 2022. 226 funds tracked by Wall St. Rank hold GNR as of Q3 2023.

JP Morgan Private Wealth Advisors held 79,784 shares of State Street SPDR S&P Global Natural Resources ETF worth $4.45M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 16,491 State Street SPDR S&P Global Natural Resources ETF shares in Q3 2023, an estimated $921K.
State Street SPDR S&P Global Natural Resources ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #528 holding.
JP Morgan Private Wealth Advisors first reported a position in State Street SPDR S&P Global Natural Resources ETF in Q4 2015 and has held it in 12 quarters since.
JP Morgan Private Wealth Advisors's State Street SPDR S&P Global Natural Resources ETF position peaked at $12M in Q4 2022.
226 funds tracked by Wall St. Rank held State Street SPDR S&P Global Natural Resources ETF as of Q3 2023.

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