JP Morgan Private Wealth Advisors’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.16M	Sell	19,411 -5,136	-21%	-$321K	﹤0.01%	922
2023 Q2	$1.53M	Sell	24,547 -2,164	-8%	-$124K	0.01%	650
2023 Q1	$1.49M	Buy	26,711 +77	+0.3%	+$4.07K	﹤0.01%	994
2022 Q4	$1.3M	Buy	26,634 +668	+3%	+$32.8K	﹤0.01%	1027
2022 Q3	$1.2M	Buy	25,966 +6,582	+34%	+$339K	﹤0.01%	1052
2022 Q2	$934K	Buy	19,384 +3,202	+20%	+$169K	﹤0.01%	1172
2022 Q1	$983K	Buy	16,182 +6,334	+64%	+$377K	﹤0.01%	1231
2021 Q4	$675K	Buy	9,848 +6,473	+192%	+$454K	﹤0.01%	1426
2021 Q3	$221K	Hold	3,375	–	–	﹤0.01%	1818
2021 Q2	$218K	Buy	+3,375	New	+$206K	﹤0.01%	1807

Other funds holding NULG

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RWM

Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 21% in Q3 2023, selling an estimated $321K and leaving 19,411 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #922.

JP Morgan Private Wealth Advisors first reported a position in NULG in Q2 2021 and has held it in 10 quarters since. The position peaked at $1.53M in Q2 2023. 177 funds tracked by Wall St. Rank hold NULG as of Q3 2023.

JP Morgan Private Wealth Advisors held 19,411 shares of Nuveen ESG Large-Cap Growth ETF worth $1.16M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 5,136 Nuveen ESG Large-Cap Growth ETF shares in Q3 2023, an estimated $321K.
Nuveen ESG Large-Cap Growth ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #922 holding.
JP Morgan Private Wealth Advisors first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2021 and has held it in 10 quarters since.
JP Morgan Private Wealth Advisors's Nuveen ESG Large-Cap Growth ETF position peaked at $1.53M in Q2 2023.
177 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q3 2023.

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