JFS Wealth Advisors’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.8K | Buy |
121
+62
| +105% | +$3.47K | ﹤0.01% | 1163 |
|
|
2026
Q1 | $3.26K | Sell |
59
-47
| -44% | -$2.43K | ﹤0.01% | 1346 |
|
|
2025
Q4 | $4.9K | Buy |
106
+34
| +47% | +$1.57K | ﹤0.01% | 1240 |
|
|
2025
Q3 | $3.47K | Sell |
72
-1
| -1% | -$47 | ﹤0.01% | 1260 |
|
|
2025
Q2 | $3.27K | Sell |
73
-8
| -10% | -$375 | ﹤0.01% | 1237 |
|
|
2025
Q1 | $3.97K | Buy |
81
+8
| +11% | +$379 | ﹤0.01% | 1219 |
|
|
2024
Q4 | $3.41K | Hold |
73
| – | – | ﹤0.01% | 1273 |
|
|
2024
Q3 | $3.45K | Buy |
73
+3
| +4% | +$137 | ﹤0.01% | 1258 |
|
|
2024
Q2 | $2.99K | Hold |
70
| – | – | ﹤0.01% | 1276 |
|
|
2024
Q1 | $3K | Sell |
70
-3
| -4% | -$127 | ﹤0.01% | 1295 |
|
|
2023
Q4 | $3.25K | Sell |
73
-5
| -6% | -$213 | ﹤0.01% | 1229 |
|
|
2023
Q3 | $3.17K | Buy |
78
+3
| +4% | +$131 | ﹤0.01% | 1192 |
|
|
2023
Q2 | $3.54K | Sell |
75
-11
| -13% | -$554 | ﹤0.01% | 1164 |
|
|
2023
Q1 | $4.58K | Buy |
86
+7
| +9% | +$357 | ﹤0.01% | 1023 |
|
|
2022
Q4 | $3.92K | Sell |
79
-11
| -12% | -$502 | ﹤0.01% | 1087 |
|
|
2022
Q3 | $3K | Buy |
90
+2
| +2% | +$89 | ﹤0.01% | 1211 |
|
|
2022
Q2 | $4K | Buy |
88
+21
| +31% | +$943 | ﹤0.01% | 1097 |
|
|
2022
Q1 | $3K | Buy |
67
+42
| +168% | +$1.75K | ﹤0.01% | 1284 |
|
|
2021
Q4 | $1K | Buy |
+25
| New | +$967 | ﹤0.01% | 1474 |
|
|
2018
Q3 | – | Sell |
-130
| Closed | -$6K | – | 539 |
|
|
2018
Q2 | $6K | Hold |
130
| – | – | ﹤0.01% | 403 |
|
|
2018
Q1 | $5K | Hold |
130
| – | – | ﹤0.01% | 423 |
|
|
2017
Q4 | $5K | Sell |
130
-100
| -43% | -$4.3K | ﹤0.01% | 430 |
|
|
2017
Q3 | $10K | Hold |
230
| – | – | ﹤0.01% | 370 |
|
|
2017
Q2 | $9K | Hold |
230
| – | – | ﹤0.01% | 346 |
|
|
2017
Q1 | $8K | Hold |
230
| – | – | ﹤0.01% | 366 |
|
|
2016
Q4 | $8K | Sell |
230
-250
| -52% | -$8.49K | ﹤0.01% | 366 |
|
|
2016
Q3 | $16K | Hold |
480
| – | – | ﹤0.01% | 351 |
|
|
2016
Q2 | $19K | Hold |
480
| – | – | 0.01% | 332 |
|
|
2016
Q1 | $17K | Hold |
480
| – | – | 0.01% | 340 |
|
|
2015
Q4 | $16K | Hold |
480
| – | – | ﹤0.01% | 345 |
|
|
2015
Q3 | $14K | Hold |
480
| – | – | 0.01% | 308 |
|
|
2015
Q2 | $13K | Hold |
480
| – | – | 0.01% | 339 |
|
|
2015
Q1 | $15K | Hold |
480
| – | – | 0.01% | 314 |
|
|
2014
Q4 | $15K | Hold |
480
| – | – | ﹤0.01% | 322 |
|
|
2014
Q3 | $12K | Sell |
480
-420
| -47% | -$11K | ﹤0.01% | 322 |
|
|
2014
Q2 | $26K | Buy |
+900
| New | +$23.4K | ﹤0.01% | 242 |
|
Other funds holding NJR
JFS Wealth Advisors's NJR Position: Q2 2026 in Review
JFS Wealth Advisors increased its New Jersey Resources (NJR) stake by 105% in Q2 2026, buying an estimated $3.47K and bringing the position to 121 shares worth $6.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.
JFS Wealth Advisors first reported a position in NJR in Q2 2014 and has held it in 36 quarters since. The position peaked at $26K in Q2 2014. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.
- JFS Wealth Advisors held 121 shares of New Jersey Resources worth $6.8K as of Q2 2026.
- JFS Wealth Advisors bought 62 New Jersey Resources shares in Q2 2026, an estimated $3.47K.
- New Jersey Resources made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1163 holding.
- JFS Wealth Advisors first reported a position in New Jersey Resources in Q2 2014 and has held it in 36 quarters since.
- JFS Wealth Advisors's New Jersey Resources position peaked at $26K in Q2 2014.
- 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.