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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.94M	Sell	57,639 -9,513	-14%	-$333K	0.01%	747
2023 Q2	$2.33M	Sell	67,152 -32,511	-33%	-$1.1M	0.01%	515
2023 Q1	$3.4M	Buy	99,663 +30,324	+44%	+$1.04M	0.01%	700
2022 Q4	$2.37M	Buy	69,339 +15,858	+30%	+$541K	0.01%	782
2022 Q3	$1.65M	Buy	53,481 +34,202	+177%	+$1.17M	﹤0.01%	913
2022 Q2	$644K	Buy	19,279 +11,132	+137%	+$400K	﹤0.01%	1350
2022 Q1	$310K	Buy	8,147 +55	+0.7%	+$2.07K	﹤0.01%	1735
2021 Q4	$315K	Buy	+8,092	New	+$316K	﹤0.01%	1731

Other funds holding NULV

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 14% in Q3 2023, selling an estimated $333K and leaving 57,639 shares worth $1.94M. The position accounts for 0.01% of the portfolio, ranked #747.

JP Morgan Private Wealth Advisors first reported a position in NULV in Q4 2021 and has held it in 8 quarters since. The position peaked at $3.4M in Q1 2023. 203 funds tracked by Wall St. Rank hold NULV as of Q3 2023.

JP Morgan Private Wealth Advisors held 57,639 shares of Nuveen ESG Large-Cap Value ETF worth $1.94M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 9,513 Nuveen ESG Large-Cap Value ETF shares in Q3 2023, an estimated $333K.
Nuveen ESG Large-Cap Value ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #747 holding.
JP Morgan Private Wealth Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2021 and has held it in 8 quarters since.
JP Morgan Private Wealth Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $3.4M in Q1 2023.
203 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2023.

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