JP Morgan Private Wealth Advisors’s Antero Midstream AM Stock Holding History

JP Morgan Private Wealth Advisors’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
2023 Q1	–	Sell	-15,967	Closed	-$172K	–	1935
2022 Q4	$172K	Buy	15,967 +794	+5%	+$8.43K	﹤0.01%	1843
2022 Q3	$139K	Sell	15,173 -1,475	-9%	-$14.5K	﹤0.01%	1853
2022 Q2	$151K	Sell	16,648 -33	-0.2%	-$343	﹤0.01%	1851
2022 Q1	$181K	Buy	+16,681	New	+$169K	﹤0.01%	1926
2020 Q2	–	Sell	-10,869	Closed	-$23K	–	1547
2020 Q1	$23K	Sell	10,869 -39,133	-78%	-$187K	﹤0.01%	1403
2019 Q4	$380K	Buy	50,002 +9,276	+23%	+$58.7K	﹤0.01%	1141
2019 Q3	$301K	Buy	40,726 +888	+2%	+$7.67K	﹤0.01%	1192
2019 Q2	$457K	Sell	39,838 -57,828	-59%	-$741K	﹤0.01%	1027
2019 Q1	$1.35M	Buy	+97,666	New	+$1.28M	0.01%	704

Other funds holding AM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AM Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of Antero Midstream (AM) in Q1 2023, closing a stake of 15,967 shares — an estimated $172K sold.

JP Morgan Private Wealth Advisors first reported a position in AM in Q1 2019 and held it in 9 quarters. The position peaked at $1.35M in Q1 2019. 348 funds tracked by Wall St. Rank hold AM as of Q1 2023.

JP Morgan Private Wealth Advisors reported no remaining Antero Midstream position as of Q1 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 15,967 Antero Midstream shares in Q1 2023, an estimated $172K.
JP Morgan Private Wealth Advisors first reported a position in Antero Midstream in Q1 2019 and held it in 9 quarters.
JP Morgan Private Wealth Advisors's Antero Midstream position peaked at $1.35M in Q1 2019.
348 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.