Retirement Capital Strategies’s JPMorgan Climate Change Solutions ETF TEMP Stock Holding History

Retirement Capital Strategies’s Portfolio TEMP Stock Details TEMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-10,089	Closed	-$452K	–	79
2024 Q2	$452K	Buy	+10,089	New	+$449K	0.18%	50
2023 Q2	–	Sell	-6,608	Closed	-$267K	–	70
2023 Q1	$267K	Buy	+6,608	New	+$261K	0.13%	36

Other funds holding TEMP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Retirement Capital Strategies's TEMP Position: Q3 2024 in Review

Retirement Capital Strategies sold out of JPMorgan Climate Change Solutions ETF (TEMP) in Q3 2024, closing a stake of 10,089 shares — an estimated $452K sold.

Retirement Capital Strategies first reported a position in TEMP in Q1 2023 and held it in 2 quarters. The position peaked at $452K in Q2 2024. 8 funds tracked by Wall St. Rank hold TEMP as of Q3 2024.

Retirement Capital Strategies reported no remaining JPMorgan Climate Change Solutions ETF position as of Q3 2024 after selling out during the quarter.
Retirement Capital Strategies sold 10,089 JPMorgan Climate Change Solutions ETF shares in Q3 2024, an estimated $452K.
Retirement Capital Strategies first reported a position in JPMorgan Climate Change Solutions ETF in Q1 2023 and held it in 2 quarters.
Retirement Capital Strategies's JPMorgan Climate Change Solutions ETF position peaked at $452K in Q2 2024.
8 funds tracked by Wall St. Rank held JPMorgan Climate Change Solutions ETF as of Q3 2024.

Based on Retirement Capital Strategies's 13F filing for Q3 2024, filed 12 Nov 2024.