JP Morgan Private Wealth Advisors’s WisdomTree U.S. ESG Fund RESP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-7,263	Closed	-$313K	–	1958
2023 Q1	$313K	Sell	7,263 -312	-4%	-$13.3K	﹤0.01%	1663
2022 Q4	$311K	Hold	7,575	–	–	﹤0.01%	1645
2022 Q3	$290K	Hold	7,575	–	–	﹤0.01%	1661
2022 Q2	$309K	Hold	7,575	–	–	﹤0.01%	1636
2022 Q1	$366K	Hold	7,575	–	–	﹤0.01%	1670
2021 Q4	$388K	Buy	+7,575	New	+$375K	﹤0.01%	1644

Other funds holding RESP

COCM

Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJT

Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's RESP Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of WisdomTree U.S. ESG Fund (RESP) in Q2 2023, closing a stake of 7,263 shares — an estimated $313K sold.

JP Morgan Private Wealth Advisors first reported a position in RESP in Q4 2021 and held it in 6 quarters. The position peaked at $388K in Q4 2021. 37 funds tracked by Wall St. Rank hold RESP as of Q2 2023.

JP Morgan Private Wealth Advisors reported no remaining WisdomTree U.S. ESG Fund position as of Q2 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 7,263 WisdomTree U.S. ESG Fund shares in Q2 2023, an estimated $313K.
JP Morgan Private Wealth Advisors first reported a position in WisdomTree U.S. ESG Fund in Q4 2021 and held it in 6 quarters.
JP Morgan Private Wealth Advisors's WisdomTree U.S. ESG Fund position peaked at $388K in Q4 2021.
37 funds tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.