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JP Morgan Private Wealth Advisors’s Global X Renewable Energy Producers ETF RNRG Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio RNRG Stock Details RNRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,333
Closed -$124K – 1835
2023
Q1 		$124K Sell
3,333
-667
-17% -$25.5K ﹤0.01% 1889
2022
Q4 		$157K Hold
4,000
– – ﹤0.01% 1850
2022
Q3 		$154K Buy
+4,000
New +$177K ﹤0.01% 1845

Other funds holding RNRG

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LFASL
Lugano Financial Advisors SA (LFA) Lugano, Switzerland $166M AUM 16.79% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Global X Renewable Energy Producers ETF (RNRG) in Q2 2023, closing a stake of 3,333 shares — an estimated $124K sold.

JP Morgan Private Wealth Advisors first reported a position in RNRG in Q3 2022 and held it in 3 quarters. The position peaked at $157K in Q4 2022. 32 funds tracked by Wall St. Rank hold RNRG as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Global X Renewable Energy Producers ETF position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 3,333 Global X Renewable Energy Producers ETF shares in Q2 2023, an estimated $124K.
  • JP Morgan Private Wealth Advisors first reported a position in Global X Renewable Energy Producers ETF in Q3 2022 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's Global X Renewable Energy Producers ETF position peaked at $157K in Q4 2022.
  • 32 funds tracked by Wall St. Rank held Global X Renewable Energy Producers ETF as of Q2 2023.

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