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JP Morgan Private Wealth Advisors’s Impact Shares NAACP Minority Empowerment ETF NACP Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio NACP Stock Details NACP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$425K Sell
13,760
-245
-2% -$7.84K ﹤0.01% 1313
2023
Q2 		$443K Buy
14,005
+480
+4% +$14.3K ﹤0.01% 1088
2023
Q1 		$393K Hold
13,525
– – ﹤0.01% 1567
2022
Q4 		$359K Buy
+13,525
New +$373K ﹤0.01% 1594

Other funds holding NACP

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
EFN
Equita Financial Network Fort Washington, Pennsylvania $360M AUM 17.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Impact Shares NAACP Minority Empowerment ETF (NACP) stake by 1.7% in Q3 2023, selling an estimated $7.84K and leaving 13,760 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #1313.

JP Morgan Private Wealth Advisors first reported a position in NACP in Q4 2022 and has held it in 4 quarters since. The position peaked at $443K in Q2 2023. 26 funds tracked by Wall St. Rank hold NACP as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 13,760 shares of Impact Shares NAACP Minority Empowerment ETF worth $425K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 245 Impact Shares NAACP Minority Empowerment ETF shares in Q3 2023, an estimated $7.84K.
  • Impact Shares NAACP Minority Empowerment ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1313 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Impact Shares NAACP Minority Empowerment ETF in Q4 2022 and has held it in 4 quarters since.
  • JP Morgan Private Wealth Advisors's Impact Shares NAACP Minority Empowerment ETF position peaked at $443K in Q2 2023.
  • 26 funds tracked by Wall St. Rank held Impact Shares NAACP Minority Empowerment ETF as of Q3 2023.

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