JP Morgan Private Wealth Advisors’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$222K	Hold	4,190	–	–	﹤0.01%	1598
2023 Q2	$216K	Sell	4,190 -37	-0.9%	-$1.95K	﹤0.01%	1364
2023 Q1	$227K	Buy	4,227 +40	+1%	+$2.17K	﹤0.01%	1786
2022 Q4	$227K	Buy	+4,187	New	+$228K	﹤0.01%	1767
2022 Q3	–	Sell	-10,687	Closed	-$526K	–	1957
2022 Q2	$526K	Hold	10,687	–	–	﹤0.01%	1441
2022 Q1	$620K	Buy	+10,687	New	+$548K	﹤0.01%	1442

Other funds holding NANR

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PJSIMP

P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $643M AUM 21.84% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors held its State Street SPDR S&P North American Natural Resources ETF (NANR) position steady in Q3 2023 at 4,190 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #1598.

JP Morgan Private Wealth Advisors first reported a position in NANR in Q1 2022 and has held it in 6 quarters since. The position peaked at $620K in Q1 2022. 88 funds tracked by Wall St. Rank hold NANR as of Q3 2023.

JP Morgan Private Wealth Advisors held 4,190 shares of State Street SPDR S&P North American Natural Resources ETF worth $222K as of Q3 2023.
JP Morgan Private Wealth Advisors left its State Street SPDR S&P North American Natural Resources ETF share count unchanged in Q3 2023.
State Street SPDR S&P North American Natural Resources ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1598 holding.
JP Morgan Private Wealth Advisors first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q1 2022 and has held it in 6 quarters since.
JP Morgan Private Wealth Advisors's State Street SPDR S&P North American Natural Resources ETF position peaked at $620K in Q1 2022.
88 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q3 2023.

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