JWM
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JGP Wealth Management’s Antero Midstream AM Stock Holding History

JGP Wealth Management’s Portfolio AM Stock Details AM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$806K Sell
35,415
-1,623
-4% -$35.2K 0.07% 120
2026
Q1 		$844K Sell
37,038
-2,640
-7% -$54.5K 0.09% 115
2025
Q4 		$706K Hold
39,678
– – 0.07% 128
2025
Q3 		$763K Sell
39,678
-724
-2% -$13.1K 0.08% 120
2025
Q2 		$766K Sell
40,402
-660
-2% -$11.8K 0.09% 113
2025
Q1 		$739K Hold
41,062
– – 0.1% 107
2024
Q4 		$620K Sell
41,062
-88
-0.2% -$1.34K 0.08% 118
2024
Q3 		$619K Sell
41,150
-3,413
-8% -$49.7K 0.08% 118
2024
Q2 		$657K Hold
44,563
– – 0.09% 109
2024
Q1 		$627K Buy
44,563
+631
+1% +$8.07K 0.09% 111
2023
Q4 		$550K Hold
43,932
– – 0.08% 110
2023
Q3 		$526K Hold
43,932
– – 0.09% 109
2023
Q2 		$510K Buy
43,932
+2,043
+5% +$21.7K 0.08% 111
2023
Q1 		$439K Buy
41,889
+1,795
+4% +$19.1K 0.08% 114
2022
Q4 		$433K Sell
40,094
-1,454
-3% -$15.4K 0.08% 115
2022
Q3 		$406K Buy
41,548
+4,332
+12% +$42.7K 0.09% 109
2022
Q2 		$332K Buy
37,216
+1,607
+5% +$16.7K 0.07% 118
2022
Q1 		$388K Buy
35,609
+1,177
+3% +$11.9K 0.07% 118
2021
Q4 		$342K Buy
34,432
+3,554
+12% +$36.9K 0.06% 127
2021
Q3 		$322K Buy
30,878
+5,181
+20% +$50.8K 0.07% 122
2021
Q2 		$267K Buy
25,697
+6,656
+35% +$63.5K 0.06% 137
2021
Q1 		$172K Sell
19,041
-8,304
-30% -$71.6K 0.04% 146
2020
Q4 		$217K Buy
27,345
+1,715
+7% +$11.6K 0.05% 139
2020
Q3 		$147K Buy
25,630
+4,050
+19% +$24.7K 0.04% 132
2020
Q2 		$125K Buy
21,580
+3,591
+20% +$15.9K 0.04% 123
2020
Q1 		$45K Buy
+17,989
New +$85.9K 0.02% 121

Other funds holding AM

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
GFWA
Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

JGP Wealth Management's AM Position: Q2 2026 in Review

JGP Wealth Management reduced its Antero Midstream (AM) stake by 4.4% in Q2 2026, selling an estimated $35.2K and leaving 35,415 shares worth $806K. The position accounts for 0.07% of the portfolio, ranked #120.

JGP Wealth Management first reported a position in AM in Q1 2020 and has held it in 26 quarters since. The position peaked at $844K in Q1 2026. 115 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • JGP Wealth Management held 35,415 shares of Antero Midstream worth $806K as of Q2 2026.
  • JGP Wealth Management sold 1,623 Antero Midstream shares in Q2 2026, an estimated $35.2K.
  • Antero Midstream made up 0.07% of JGP Wealth Management's portfolio in Q2 2026, its #120 holding.
  • JGP Wealth Management first reported a position in Antero Midstream in Q1 2020 and has held it in 26 quarters since.
  • JGP Wealth Management's Antero Midstream position peaked at $844K in Q1 2026.
  • 115 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.