JP Morgan Private Wealth Advisors’s Global X Uranium ETF URA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$11.9M	Buy	441,479 +422,168	+2,186%	+$9.92M	0.03%	345
2023 Q2	$419K	Sell	19,311 -1,936	-9%	-$39.6K	﹤0.01%	1104
2023 Q1	$423K	Sell	21,247 -11,688	-35%	-$247K	﹤0.01%	1536
2022 Q4	$661K	Sell	32,935 -4,787	-13%	-$96.8K	﹤0.01%	1341
2022 Q3	$748K	Sell	37,722 -909,901	-96%	-$19M	﹤0.01%	1277
2022 Q2	$17.6M	Buy	947,623 +5,898	+0.6%	+$133K	0.05%	304
2022 Q1	$24.6M	Buy	941,725 +923,750	+5,139%	+$21.4M	0.05%	290
2021 Q4	$410K	Buy	17,975 +3,125	+21%	+$82.5K	﹤0.01%	1629
2021 Q3	$353K	Buy	14,850 +3,400	+30%	+$72.4K	﹤0.01%	1639
2021 Q2	$243K	Buy	+11,450	New	+$241K	﹤0.01%	1760

Other funds holding URA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CHP

Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $448M AUM 23.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Global X Uranium ETF (URA) stake by 2,186% in Q3 2023, buying an estimated $9.92M and bringing the position to 441,479 shares worth $11.9M. The position accounts for 0.03% of the portfolio, ranked #345.

JP Morgan Private Wealth Advisors first reported a position in URA in Q2 2021 and has held it in 10 quarters since. The position peaked at $24.6M in Q1 2022. 239 funds tracked by Wall St. Rank hold URA as of Q3 2023.

JP Morgan Private Wealth Advisors held 441,479 shares of Global X Uranium ETF worth $11.9M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 422,168 Global X Uranium ETF shares in Q3 2023, an estimated $9.92M.
Global X Uranium ETF made up 0.03% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #345 holding.
JP Morgan Private Wealth Advisors first reported a position in Global X Uranium ETF in Q2 2021 and has held it in 10 quarters since.
JP Morgan Private Wealth Advisors's Global X Uranium ETF position peaked at $24.6M in Q1 2022.
239 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q3 2023.

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