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JP Morgan Private Wealth Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ICLN Stock Details ICLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$3.21M Sell
219,756
-88,022
-29% -$1.48M 0.01% 608
2023
Q2 		$5.66M Sell
307,778
-145,020
-32% -$2.73M 0.03% 317
2023
Q1 		$8.96M Sell
452,798
-64,824
-13% -$1.28M 0.02% 455
2022
Q4 		$10.3M Sell
517,622
-56,073
-10% -$1.1M 0.02% 414
2022
Q3 		$11M Buy
573,695
+251,460
+78% +$5.36M 0.03% 379
2022
Q2 		$6.14M Sell
322,235
-47,848
-13% -$933K 0.02% 517
2022
Q1 		$7.96M Buy
370,083
+31,028
+9% +$607K 0.02% 501
2021
Q4 		$7.18M Buy
339,055
+14,167
+4% +$326K 0.02% 520
2021
Q3 		$7.03M Buy
324,888
+50,958
+19% +$1.16M 0.02% 510
2021
Q2 		$6.43M Sell
273,930
-19,777
-7% -$451K 0.02% 520
2021
Q1 		$7.14M Buy
293,707
+123,262
+72% +$3.45M 0.02% 430
2020
Q4 		$4.81M Buy
170,445
+63,972
+60% +$1.44M 0.02% 492
2020
Q3 		$1.97M Buy
106,473
+45,628
+75% +$714K 0.01% 653
2020
Q2 		$762K Sell
60,845
-19,745
-25% -$222K ﹤0.01% 912
2020
Q1 		$770K Buy
80,590
+7,745
+11% +$91.7K ﹤0.01% 794
2019
Q4 		$856K Buy
72,845
+26,360
+57% +$290K ﹤0.01% 861
2019
Q3 		$507K Buy
46,485
+7,355
+19% +$80.1K ﹤0.01% 1001
2019
Q2 		$416K Buy
39,130
+2,276
+6% +$23.1K ﹤0.01% 1046
2019
Q1 		$360K Buy
36,854
+1,800
+5% +$16.9K ﹤0.01% 1140
2018
Q4 		$290K Buy
35,054
+3,099
+10% +$26.3K ﹤0.01% 1183
2018
Q3 		$275K Sell
31,955
-850
-3% -$7.45K ﹤0.01% 1342
2018
Q2 		$286K Buy
32,805
+14
+0% +$134 ﹤0.01% 1226
2018
Q1 		$312K Sell
32,791
-195
-0.6% -$1.84K ﹤0.01% 1028
2017
Q4 		$308K Sell
32,986
-1,081
-3% -$9.82K ﹤0.01% 1046
2017
Q3 		$306K Buy
34,067
+795
+2% +$7.15K ﹤0.01% 1013
2017
Q2 		$285K Sell
33,272
-848
-2% -$7.28K ﹤0.01% 1029
2017
Q1 		$292K Buy
34,120
+2,120
+7% +$17.9K ﹤0.01% 1080
2016
Q4 		$252K Sell
32,000
-54,682
-63% -$458K ﹤0.01% 1075
2016
Q3 		$794K Sell
86,682
-3,110
-3% -$28.5K 0.01% 645
2016
Q2 		$788K Sell
89,792
-104,714
-54% -$927K 0.01% 654
2016
Q1 		$1.82M Sell
194,506
-2,660
-1% -$23.1K 0.02% 420
2015
Q4 		$1.94M Buy
197,166
+2,454
+1% +$23.9K 0.02% 375
2015
Q3 		$1.76M Sell
194,712
-9,001
-4% -$90.1K 0.02% 360
2015
Q2 		$2.27M Buy
203,713
+16,550
+9% +$203K 0.03% 347
2015
Q1 		$2.22M Sell
187,163
-148,350
-44% -$1.59M 0.03% 357
2014
Q4 		$3.25M Sell
335,513
-209,500
-38% -$2.1M 0.04% 299
2014
Q3 		$5.92M Buy
545,013
+19,488
+4% +$225K 0.08% 228
2014
Q2 		$6.23M Buy
525,525
+65,420
+14% +$724K 0.11% 189
2014
Q1 		$5.15M Buy
+460,105
New +$5M 0.09% 191

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VI
Vestcor Inc Fredericton, New Brunswick, Canada $4.05B AUM 34.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its iShares Global Clean Energy ETF (ICLN) stake by 29% in Q3 2023, selling an estimated $1.48M and leaving 219,756 shares worth $3.21M. The position accounts for 0.01% of the portfolio, ranked #608.

JP Morgan Private Wealth Advisors first reported a position in ICLN in Q1 2014 and has held it in 39 quarters since. The position peaked at $11M in Q3 2022. 537 funds tracked by Wall St. Rank hold ICLN as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 219,756 shares of iShares Global Clean Energy ETF worth $3.21M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 88,022 iShares Global Clean Energy ETF shares in Q3 2023, an estimated $1.48M.
  • iShares Global Clean Energy ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #608 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares Global Clean Energy ETF in Q1 2014 and has held it in 39 quarters since.
  • JP Morgan Private Wealth Advisors's iShares Global Clean Energy ETF position peaked at $11M in Q3 2022.
  • 537 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2023.

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