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

JP Morgan Private Wealth Advisors’s Portfolio NUMV Stock Details NUMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$360K Sell
12,670
-57
-0.4% -$1.7K ﹤0.01% 1386
2023
Q2 		$377K Sell
12,727
-7,205
-36% -$205K ﹤0.01% 1143
2023
Q1 		$572K Buy
+19,932
New +$605K ﹤0.01% 1422
2022
Q4 		– Sell
-12,967
Closed -$368K – 1978
2022
Q3 		$368K Buy
+12,967
New +$416K ﹤0.01% 1571

Other funds holding NUMV

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 0.45% in Q3 2023, selling an estimated $1.7K and leaving 12,670 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

JP Morgan Private Wealth Advisors first reported a position in NUMV in Q3 2022 and has held it in 4 quarters since. The position peaked at $572K in Q1 2023. 101 funds tracked by Wall St. Rank hold NUMV as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 12,670 shares of Nuveen ESG Mid-Cap Value ETF worth $360K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 57 Nuveen ESG Mid-Cap Value ETF shares in Q3 2023, an estimated $1.7K.
  • Nuveen ESG Mid-Cap Value ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1386 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Nuveen ESG Mid-Cap Value ETF in Q3 2022 and has held it in 4 quarters since.
  • JP Morgan Private Wealth Advisors's Nuveen ESG Mid-Cap Value ETF position peaked at $572K in Q1 2023.
  • 101 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q3 2023.

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