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JP Morgan Private Wealth Advisors’s Invesco Solar ETF TAN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio TAN Stock Details TAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.24M Sell
23,897
-19,714
-45% -$1.21M ﹤0.01% 902
2023
Q2 		$3.11M Sell
43,611
-31,763
-42% -$2.29M 0.02% 441
2023
Q1 		$5.85M Sell
75,374
-16,828
-18% -$1.29M 0.01% 546
2022
Q4 		$6.73M Sell
92,202
-584
-0.6% -$44K 0.02% 512
2022
Q3 		$6.83M Buy
92,786
+35,243
+61% +$2.84M 0.02% 477
2022
Q2 		$4.11M Sell
57,543
-5,941
-9% -$411K 0.01% 624
2022
Q1 		$4.79M Sell
63,484
-45,620
-42% -$3.15M 0.01% 629
2021
Q4 		$8.4M Sell
109,104
-6,712
-6% -$588K 0.02% 477
2021
Q3 		$9.26M Buy
115,816
+31,585
+37% +$2.66M 0.02% 441
2021
Q2 		$7.52M Buy
84,231
+10,655
+14% +$867K 0.02% 483
2021
Q1 		$6.75M Buy
73,576
+12,248
+20% +$1.29M 0.02% 444
2020
Q4 		$6.3M Buy
61,328
+24,788
+68% +$1.98M 0.02% 432
2020
Q3 		$2.37M Buy
36,540
+11,820
+48% +$594K 0.01% 606
2020
Q2 		$892K Buy
24,720
+1,519
+7% +$48.1K ﹤0.01% 854
2020
Q1 		$585K Buy
+23,201
New +$757K ﹤0.01% 879

Other funds holding TAN

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $264M AUM 15.37% 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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

JP Morgan Private Wealth Advisors's TAN Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Invesco Solar ETF (TAN) stake by 45% in Q3 2023, selling an estimated $1.21M and leaving 23,897 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #902.

JP Morgan Private Wealth Advisors first reported a position in TAN in Q1 2020 and has held it in 15 quarters since. The position peaked at $9.26M in Q3 2021. 271 funds tracked by Wall St. Rank hold TAN as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 23,897 shares of Invesco Solar ETF worth $1.24M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 19,714 Invesco Solar ETF shares in Q3 2023, an estimated $1.21M.
  • Invesco Solar ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #902 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Invesco Solar ETF in Q1 2020 and has held it in 15 quarters since.
  • JP Morgan Private Wealth Advisors's Invesco Solar ETF position peaked at $9.26M in Q3 2021.
  • 271 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.