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JP Morgan Private Wealth Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio NUSC Stock Details NUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$577K Sell
16,582
-5,864
-26% -$216K ﹤0.01% 1187
2023
Q2 		$830K Sell
22,446
-7,115
-24% -$251K ﹤0.01% 824
2023
Q1 		$1.05M Sell
29,561
-382
-1% -$13.9K ﹤0.01% 1142
2022
Q4 		$1.02M Buy
29,943
+736
+3% +$25.7K ﹤0.01% 1133
2022
Q3 		$936K Sell
29,207
-1,497
-5% -$52.7K ﹤0.01% 1169
2022
Q2 		$1.01M Sell
30,704
-6,465
-17% -$233K ﹤0.01% 1148
2022
Q1 		$1.48M Buy
37,169
+2,982
+9% +$118K ﹤0.01% 1030
2021
Q4 		$1.44M Sell
34,187
-2,553
-7% -$114K ﹤0.01% 1067
2021
Q3 		$1.6M Buy
36,740
+14,942
+69% +$659K ﹤0.01% 993
2021
Q2 		$984K Sell
21,798
-1,104
-5% -$49.1K ﹤0.01% 1208
2021
Q1 		$985K Buy
22,902
+6,335
+38% +$267K ﹤0.01% 1047
2020
Q4 		$635K Buy
16,567
+4,705
+40% +$163K ﹤0.01% 1199
2020
Q3 		$352K Sell
11,862
-1,005
-8% -$29.3K ﹤0.01% 1295
2020
Q2 		$353K Sell
12,867
-13,419
-51% -$337K ﹤0.01% 1242
2020
Q1 		$568K Buy
26,286
+315
+1% +$8.87K ﹤0.01% 890
2019
Q4 		$809K Buy
25,971
+14,784
+132% +$445K ﹤0.01% 877
2019
Q3 		$328K Buy
+11,187
New +$327K ﹤0.01% 1153
2018
Q4 		– Sell
-9,855
Closed -$311K – 1547
2018
Q3 		$311K Buy
+9,855
New +$312K ﹤0.01% 1277

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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 $1.1B AUM 14.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 26% in Q3 2023, selling an estimated $216K and leaving 16,582 shares worth $577K. The position accounts for ﹤0.01% of the portfolio, ranked #1187.

JP Morgan Private Wealth Advisors first reported a position in NUSC in Q3 2018 and has held it in 18 quarters since. The position peaked at $1.6M in Q3 2021. 207 funds tracked by Wall St. Rank hold NUSC as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 16,582 shares of Nuveen ESG Small-Cap ETF worth $577K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 5,864 Nuveen ESG Small-Cap ETF shares in Q3 2023, an estimated $216K.
  • Nuveen ESG Small-Cap ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1187 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q3 2018 and has held it in 18 quarters since.
  • JP Morgan Private Wealth Advisors's Nuveen ESG Small-Cap ETF position peaked at $1.6M in Q3 2021.
  • 207 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2023.

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