J.P. Morgan Private Wealth Advisors’s Eversource Energy ES Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio ES Stock Details ES Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$2.88M	Buy	+49,581	New	+$2.88M	0.01%	632
2023 Q2	–	Sell	-61,832	Closed	-$4.84M	–	1613
2023 Q1	$4.84M	Buy	61,832 +14,770	+31%	+$1.16M	0.01%	594
2022 Q4	$3.95M	Sell	47,062 -3,469	-7%	-$291K	0.01%	637
2022 Q3	$3.94M	Buy	50,531 +1,685	+3%	+$131K	0.01%	622
2022 Q2	$4.13M	Sell	48,846 -1,029	-2%	-$86.9K	0.01%	622
2022 Q1	$4.4M	Sell	49,875 -4,056	-8%	-$358K	0.01%	660
2021 Q4	$4.91M	Sell	53,931 -1,079	-2%	-$98.2K	0.01%	611
2021 Q3	$4.5M	Buy	55,010 +4,500	+9%	+$368K	0.01%	618
2021 Q2	$4.05M	Buy	50,510 +14,337	+40%	+$1.15M	0.01%	645
2021 Q1	$3.13M	Sell	36,173 -7,590	-17%	-$657K	0.01%	626
2020 Q4	$3.79M	Buy	43,763 +516	+1%	+$44.6K	0.01%	560
2020 Q3	$3.61M	Buy	43,247 +1,142	+3%	+$95.4K	0.01%	505
2020 Q2	$3.51M	Buy	42,105 +6,099	+17%	+$508K	0.02%	447
2020 Q1	$2.82M	Buy	36,006 +3,250	+10%	+$254K	0.02%	455
2019 Q4	$2.79M	Buy	32,756 +1,527	+5%	+$130K	0.01%	548
2019 Q3	$2.67M	Buy	31,229 +1,683	+6%	+$144K	0.01%	531
2019 Q2	$2.24M	Sell	29,546 -721	-2%	-$54.6K	0.01%	571
2019 Q1	$2.15M	Sell	30,267 -392	-1%	-$27.8K	0.01%	597
2018 Q4	$1.99M	Sell	30,659 -2,026	-6%	-$132K	0.01%	571
2018 Q3	$2.01M	Buy	32,685 +1,000	+3%	+$61.4K	0.01%	628
2018 Q2	$1.86M	Buy	31,685 +7,150	+29%	+$419K	0.01%	620
2018 Q1	$1.45M	Sell	24,535 -295	-1%	-$17.4K	0.01%	558
2017 Q4	$1.57M	Buy	24,830 +1,194	+5%	+$75.4K	0.01%	539
2017 Q3	$1.43M	Buy	23,636 +875	+4%	+$52.9K	0.01%	537
2017 Q2	$1.38M	Buy	22,761 +754	+3%	+$45.8K	0.01%	539
2017 Q1	$1.29M	Sell	22,007 -616	-3%	-$36.2K	0.01%	561
2016 Q4	$1.25M	Buy	22,623 +769	+4%	+$42.5K	0.01%	539
2016 Q3	$1.18M	Buy	21,854 +167	+0.8%	+$9.05K	0.01%	552
2016 Q2	$1.3M	Sell	21,687 -4,513	-17%	-$270K	0.01%	532
2016 Q1	$1.53M	Sell	26,200 -1,704	-6%	-$99.4K	0.01%	461
2015 Q4	$1.43M	Buy	27,904 +4,887	+21%	+$250K	0.01%	445
2015 Q3	$1.17M	Sell	23,017 -3,660	-14%	-$185K	0.01%	435
2015 Q2	$1.21M	Sell	26,677 -2,596	-9%	-$118K	0.01%	462
2015 Q1	$1.48M	Sell	29,273 -5,352	-15%	-$270K	0.02%	440
2014 Q4	$1.85M	Sell	34,625 -1,664	-5%	-$89.1K	0.02%	393
2014 Q3	$1.61M	Buy	36,289 +2,082	+6%	+$92.3K	0.02%	411
2014 Q2	$1.62M	Sell	34,207 -5,812	-15%	-$275K	0.03%	330
2014 Q1	$1.82M	Buy	40,019 +10,487	+36%	+$477K	0.03%	300
2013 Q4	$1.25M	Buy	29,532 +157	+0.5%	+$6.66K	0.03%	314
2013 Q3	$1.21M	Sell	29,375 -1,026	-3%	-$42.3K	0.03%	309
2013 Q2	$1.28M	Buy	+30,401	New	+$1.28M	0.03%	291