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JP Morgan Private Wealth Advisors’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio GUNR Stock Details GUNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$749K Sell
18,509
-10,149
-35% -$416K ﹤0.01% 1087
2023
Q2 		$1.15M Sell
28,658
-10,582
-27% -$437K 0.01% 726
2023
Q1 		$1.66M Sell
39,240
-703
-2% -$30.6K ﹤0.01% 953
2022
Q4 		$1.74M Sell
39,943
-27
-0.1% -$1.15K ﹤0.01% 905
2022
Q3 		$1.5M Buy
39,970
+794
+2% +$31.9K ﹤0.01% 956
2022
Q2 		$1.55M Sell
39,176
-40
-0.1% -$1.81K ﹤0.01% 932
2022
Q1 		$1.84M Buy
39,216
+1,404
+4% +$61.1K ﹤0.01% 939
2021
Q4 		$1.49M Sell
37,812
-7,539
-17% -$291K ﹤0.01% 1046
2021
Q3 		$1.66M Buy
45,351
+15,292
+51% +$570K ﹤0.01% 978
2021
Q2 		$1.15M Buy
+30,059
New +$1.16M ﹤0.01% 1126
2018
Q4 		– Sell
-616,332
Closed -$20.9M – 1515
2018
Q3 		$20.9M Sell
616,332
-653
-0.1% -$21.8K 0.1% 198
2018
Q2 		$20.9M Sell
616,985
-1,902
-0.3% -$65K 0.12% 182
2018
Q1 		$20.2M Sell
618,887
-14,837
-2% -$498K 0.14% 156
2017
Q4 		$21.1M Buy
633,724
+16,645
+3% +$531K 0.14% 156
2017
Q3 		$19.2M Buy
617,079
+186
+0% +$5.62K 0.14% 159
2017
Q2 		$17.6M Sell
616,893
-53,531
-8% -$1.56M 0.13% 161
2017
Q1 		$19.7M Buy
670,424
+89,064
+15% +$2.65M 0.15% 147
2016
Q4 		$16.7M Buy
581,360
+67,837
+13% +$1.9M 0.14% 148
2016
Q3 		$14.1M Buy
+513,523
New +$13.9M 0.13% 160
2016
Q1 		– Sell
-43,196
Closed -$961K – 1264
2015
Q4 		$961K Buy
+43,196
New +$1.06M 0.01% 535
2015
Q2 		– Sell
-6,811
Closed -$203K – 1087
2015
Q1 		$203K Buy
+6,811
New +$210K ﹤0.01% 1035

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.17B AUM 26.22% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its FlexShares Global Upstream Natural Resources Index Fund (GUNR) stake by 35% in Q3 2023, selling an estimated $416K and leaving 18,509 shares worth $749K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

JP Morgan Private Wealth Advisors first reported a position in GUNR in Q1 2015 and has held it in 21 quarters since. The position peaked at $21.1M in Q4 2017. 283 funds tracked by Wall St. Rank hold GUNR as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 18,509 shares of FlexShares Global Upstream Natural Resources Index Fund worth $749K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 10,149 FlexShares Global Upstream Natural Resources Index Fund shares in Q3 2023, an estimated $416K.
  • FlexShares Global Upstream Natural Resources Index Fund made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1087 holding.
  • JP Morgan Private Wealth Advisors first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q1 2015 and has held it in 21 quarters since.
  • JP Morgan Private Wealth Advisors's FlexShares Global Upstream Natural Resources Index Fund position peaked at $21.1M in Q4 2017.
  • 283 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q3 2023.

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