JMPWA
HTO

JP Morgan Private Wealth Advisors’s H2O America HTO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio HTO Stock Details HTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$292K Buy
+4,866
New +$326K ﹤0.01% 1486

Other funds holding HTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in H2O America (HTO) in Q3 2023: 4,866 shares worth $292K. The stake represents ﹤0.01% of the portfolio and ranks #1486 among its holdings.

224 funds tracked by Wall St. Rank hold HTO as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 4,866 shares of H2O America worth $292K as of Q3 2023.
  • H2O America was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • H2O America made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1486 holding.
  • 224 funds tracked by Wall St. Rank held H2O America as of Q3 2023.

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