JP Morgan Chase

JP Morgan Chase’s Excelerate Energy EE Stock Holding History

JP Morgan Chase’s Portfolio EE Stock Details EE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.6M	Buy	439,660 +101,714	+30%	+$3.65M	﹤0.01%	2349
2025 Q4	$9.48M	Sell	337,946 -70,206	-17%	-$1.9M	﹤0.01%	2735
2025 Q3	$10.3M	Buy	408,152 +110,970	+37%	+$2.77M	﹤0.01%	2690
2025 Q2	$8.71M	Buy	297,182 +181,689	+157%	+$5.1M	﹤0.01%	2678
2025 Q1	$3.31M	Buy	115,493 +8,786	+8%	+$263K	﹤0.01%	3499
2024 Q4	$3.23M	Buy	106,707 +56,661	+113%	+$1.53M	﹤0.01%	3764
2024 Q3	$1.1M	Buy	50,046 +12,802	+34%	+$248K	﹤0.01%	4406
2024 Q2	$687K	Buy	37,244 +1,797	+5%	+$30.9K	﹤0.01%	4505
2024 Q1	$568K	Sell	35,447 -20,273	-36%	-$304K	﹤0.01%	4721
2023 Q4	$861K	Buy	55,720 +19,783	+55%	+$318K	﹤0.01%	4430
2023 Q3	$612K	Sell	35,937 -922	-3%	-$18K	﹤0.01%	4368
2023 Q2	$749K	Buy	36,859 +6,556	+22%	+$137K	﹤0.01%	4252
2023 Q1	$671K	Buy	30,303 +1,135	+4%	+$25.2K	﹤0.01%	4309
2022 Q4	$731K	Buy	29,168 +9,460	+48%	+$248K	﹤0.01%	4263
2022 Q3	$461K	Sell	19,708 -16,491	-46%	-$391K	﹤0.01%	4517
2022 Q2	$721K	Buy	+36,199	New	+$919K	﹤0.01%	4325

Other funds holding EE

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return