JP Morgan Private Wealth Advisors’s VanEck Low Carbon Energy ETF SMOG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-2,002	Closed	-$227K	–	2000
2022 Q3	$227K	Buy	+2,002	New	+$262K	﹤0.01%	1761
2022 Q2	–	Sell	-1,502	Closed	-$218K	–	2017
2022 Q1	$218K	Sell	1,502 -22	-1%	-$3.07K	﹤0.01%	1882
2021 Q4	$244K	Buy	1,524 +152	+11%	+$24.9K	﹤0.01%	1839
2021 Q3	$204K	Buy	1,372 +110	+9%	+$17.3K	﹤0.01%	1851
2021 Q2	$203K	Buy	+1,262	New	+$191K	﹤0.01%	1832
2020 Q3	–	Sell	-2,566	Closed	-$210K	–	1622
2020 Q2	$210K	Buy	+2,566	New	+$186K	﹤0.01%	1448
2018 Q4	–	Sell	-3,736	Closed	-$218K	–	1572
2018 Q3	$218K	Sell	3,736 -41	-1%	-$2.44K	﹤0.01%	1439
2018 Q2	$221K	Hold	3,777	–	–	﹤0.01%	1324
2018 Q1	$228K	Hold	3,777	–	–	﹤0.01%	1146
2017 Q4	$231K	Buy	3,777 +25	+0.7%	+$1.51K	﹤0.01%	1144
2017 Q3	$226K	Hold	3,752	–	–	﹤0.01%	1117
2017 Q2	$225K	Hold	3,752	–	–	﹤0.01%	1114
2017 Q1	$207K	Buy	+3,752	New	+$201K	﹤0.01%	1230
2016 Q4	–	Sell	-3,841	Closed	-$205K	–	1297
2016 Q3	$205K	Buy	+3,841	New	+$201K	﹤0.01%	1137

Other funds holding SMOG

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's SMOG Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of VanEck Low Carbon Energy ETF (SMOG) in Q4 2022, closing a stake of 2,002 shares — an estimated $227K sold.

JP Morgan Private Wealth Advisors first reported a position in SMOG in Q3 2016 and held it in 14 quarters. The position peaked at $244K in Q4 2021. 61 funds tracked by Wall St. Rank hold SMOG as of Q4 2022.

JP Morgan Private Wealth Advisors reported no remaining VanEck Low Carbon Energy ETF position as of Q4 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 2,002 VanEck Low Carbon Energy ETF shares in Q4 2022, an estimated $227K.
JP Morgan Private Wealth Advisors first reported a position in VanEck Low Carbon Energy ETF in Q3 2016 and held it in 14 quarters.
JP Morgan Private Wealth Advisors's VanEck Low Carbon Energy ETF position peaked at $244K in Q4 2021.
61 funds tracked by Wall St. Rank held VanEck Low Carbon Energy ETF as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.