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JP Morgan Private Wealth Advisors’s Sprott Gold Miners ETF SGDM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SGDM Stock Details SGDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-6,740
Closed -$206K – 1795
2020
Q4 		$206K Buy
+6,740
New +$215K ﹤0.01% 1637

Other funds holding SGDM

CAPTRUST Financial Advisors
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AA
Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SGDM Position: Q1 2021 in Review

JP Morgan Private Wealth Advisors sold out of Sprott Gold Miners ETF (SGDM) in Q1 2021, closing a stake of 6,740 shares — an estimated $206K sold.

JP Morgan Private Wealth Advisors first reported a position in SGDM in Q4 2020 and held it in 1 quarter. The position peaked at $206K in Q4 2020. 57 funds tracked by Wall St. Rank hold SGDM as of Q1 2021.

  • JP Morgan Private Wealth Advisors reported no remaining Sprott Gold Miners ETF position as of Q1 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 6,740 Sprott Gold Miners ETF shares in Q1 2021, an estimated $206K.
  • JP Morgan Private Wealth Advisors first reported a position in Sprott Gold Miners ETF in Q4 2020 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Sprott Gold Miners ETF position peaked at $206K in Q4 2020.
  • 57 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.