JP Morgan Private Wealth Advisors’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,135	Closed	-$251K	–	1755
2023 Q2	$251K	Hold	5,135	–	–	﹤0.01%	1311
2023 Q1	$232K	Buy	5,135 +48	+0.9%	+$2.13K	﹤0.01%	1770
2022 Q4	$216K	Buy	+5,087	New	+$218K	﹤0.01%	1792
2022 Q2	–	Sell	-4,600	Closed	-$232K	–	1976
2022 Q1	$232K	Sell	4,600 -1,505	-25%	-$75.4K	﹤0.01%	1856
2021 Q4	$329K	Buy	+6,105	New	+$323K	﹤0.01%	1715

Other funds holding LCTU

California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q3 2023, closing a stake of 5,135 shares — an estimated $251K sold.

JP Morgan Private Wealth Advisors first reported a position in LCTU in Q4 2021 and held it in 5 quarters. The position peaked at $329K in Q4 2021. 125 funds tracked by Wall St. Rank hold LCTU as of Q3 2023.

JP Morgan Private Wealth Advisors reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q3 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 5,135 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q3 2023, an estimated $251K.
JP Morgan Private Wealth Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2021 and held it in 5 quarters.
JP Morgan Private Wealth Advisors's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $329K in Q4 2021.
125 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2023.

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