JP Morgan Private Wealth Advisors’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$250K	Sell	3,775 -233	-6%	-$17.7K	﹤0.01%	1551
2023 Q2	$333K	Sell	4,008 -80	-2%	-$6.57K	﹤0.01%	1200
2023 Q1	$333K	Hold	4,088	–	–	﹤0.01%	1637
2022 Q4	$311K	Sell	4,088 -296,670	-99%	-$25.9M	﹤0.01%	1644
2022 Q3	$25.1M	Sell	300,758 -60,850	-17%	-$5.63M	0.07%	252
2022 Q2	$31.4M	Buy	361,608 +588	+0.2%	+$57.8K	0.08%	225
2022 Q1	$42.7M	Buy	361,020 +135,935	+60%	+$14.6M	0.09%	212
2021 Q4	$25.3M	Buy	225,085 +1,646	+0.7%	+$188K	0.05%	281
2021 Q3	$23.1M	Buy	+223,439	New	+$23.7M	0.06%	286

Other funds holding REMX

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

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

MPM

Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $448M AUM 23.99% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its VanEck Rare Earth/Strategic Metals ETF (REMX) stake by 5.8% in Q3 2023, selling an estimated $17.7K and leaving 3,775 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

JP Morgan Private Wealth Advisors first reported a position in REMX in Q3 2021 and has held it in 9 quarters since. The position peaked at $42.7M in Q1 2022. 137 funds tracked by Wall St. Rank hold REMX as of Q3 2023.

JP Morgan Private Wealth Advisors held 3,775 shares of VanEck Rare Earth/Strategic Metals ETF worth $250K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 233 VanEck Rare Earth/Strategic Metals ETF shares in Q3 2023, an estimated $17.7K.
VanEck Rare Earth/Strategic Metals ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1551 holding.
JP Morgan Private Wealth Advisors first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q3 2021 and has held it in 9 quarters since.
JP Morgan Private Wealth Advisors's VanEck Rare Earth/Strategic Metals ETF position peaked at $42.7M in Q1 2022.
137 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q3 2023.

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