JP Morgan Chase
SRV

JP Morgan Chase’s NXG Cushing Midstream Energy Fund SRV Stock Holding History

JP Morgan Chase’s Portfolio SRV Stock Details SRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-260
Closed -$8.81K – 7860
2023
Q4 		$8.81K Buy
+260
New +$9.32K ﹤0.01% 6434

Other funds holding SRV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JP Morgan Chase's SRV Position: Q1 2024 in Review

JP Morgan Chase sold out of NXG Cushing Midstream Energy Fund (SRV) in Q1 2024, closing a stake of 260 shares — an estimated $8.81K sold.

JP Morgan Chase first reported a position in SRV in Q4 2023 and held it in 1 quarter. The position peaked at $8.81K in Q4 2023. 22 funds tracked by Wall St. Rank hold SRV as of Q1 2024.

  • JP Morgan Chase reported no remaining NXG Cushing Midstream Energy Fund position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 260 NXG Cushing Midstream Energy Fund shares in Q1 2024, an estimated $8.81K.
  • JP Morgan Chase first reported a position in NXG Cushing Midstream Energy Fund in Q4 2023 and held it in 1 quarter.
  • JP Morgan Chase's NXG Cushing Midstream Energy Fund position peaked at $8.81K in Q4 2023.
  • 22 funds tracked by Wall St. Rank held NXG Cushing Midstream Energy Fund as of Q1 2024.

Based on JP Morgan Chase's 13F filing for Q1 2024, filed 10 May 2024.