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JP Morgan Private Wealth Advisors’s iShares MSCI Global Gold Miners ETF RING Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio RING Stock Details RING Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8,577
Closed -$216K – 1830
2023
Q1 		$216K Buy
+8,577
New +$203K ﹤0.01% 1802

Other funds holding RING

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of iShares MSCI Global Gold Miners ETF (RING) in Q2 2023, closing a stake of 8,577 shares — an estimated $216K sold.

JP Morgan Private Wealth Advisors first reported a position in RING in Q1 2023 and held it in 1 quarter. The position peaked at $216K in Q1 2023. 77 funds tracked by Wall St. Rank hold RING as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining iShares MSCI Global Gold Miners ETF position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 8,577 iShares MSCI Global Gold Miners ETF shares in Q2 2023, an estimated $216K.
  • JP Morgan Private Wealth Advisors first reported a position in iShares MSCI Global Gold Miners ETF in Q1 2023 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's iShares MSCI Global Gold Miners ETF position peaked at $216K in Q1 2023.
  • 77 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q2 2023.

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