JMPWA
BE icon

JP Morgan Private Wealth Advisors’s Bloom Energy BE Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BE Stock Details BE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$703K Sell
53,003
-47
-0.1% -$737 ﹤0.01% 1106
2023
Q2 		$867K Sell
53,050
-15,514
-23% -$251K ﹤0.01% 806
2023
Q1 		$1.37M Sell
68,564
-5,146
-7% -$113K ﹤0.01% 1030
2022
Q4 		$1.41M Sell
73,710
-20
-0% -$393 ﹤0.01% 980
2022
Q3 		$1.47M Buy
73,730
+132
+0.2% +$2.97K ﹤0.01% 962
2022
Q2 		$1.21M Sell
73,598
-945
-1% -$17.3K ﹤0.01% 1034
2022
Q1 		$1.8M Sell
74,543
-25,734
-26% -$503K ﹤0.01% 946
2021
Q4 		$2.2M Buy
100,277
+44,746
+81% +$1.13M ﹤0.01% 872
2021
Q3 		$1.04M Buy
55,531
+6,672
+14% +$141K ﹤0.01% 1187
2021
Q2 		$1.31M Buy
48,859
+30,503
+166% +$740K ﹤0.01% 1063
2021
Q1 		$497K Sell
18,356
-37,840
-67% -$1.23M ﹤0.01% 1314
2020
Q4 		$1.61M Sell
56,196
-3,779
-6% -$80.7K 0.01% 826
2020
Q3 		$1.08M Buy
59,975
+11,746
+24% +$175K ﹤0.01% 857
2020
Q2 		$525K Sell
48,229
-667
-1% -$5.21K ﹤0.01% 1068
2020
Q1 		$256K Sell
48,896
-4,908
-9% -$41.6K ﹤0.01% 1191
2019
Q4 		$402K Buy
53,804
+8,539
+19% +$41.4K ﹤0.01% 1126
2019
Q3 		$147K Buy
45,265
+6,081
+16% +$45.5K ﹤0.01% 1375
2019
Q2 		$481K Sell
39,184
-47,858
-55% -$587K ﹤0.01% 1003
2019
Q1 		$1.13M Buy
87,042
+73,215
+530% +$895K 0.01% 753
2018
Q4 		$138K Buy
+13,827
New +$267K ﹤0.01% 1375

Other funds holding BE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BE Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Bloom Energy (BE) stake by 0.09% in Q3 2023, selling an estimated $737 and leaving 53,003 shares worth $703K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

JP Morgan Private Wealth Advisors first reported a position in BE in Q4 2018 and has held it in 20 quarters since. The position peaked at $2.2M in Q4 2021. 311 funds tracked by Wall St. Rank hold BE as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 53,003 shares of Bloom Energy worth $703K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 47 Bloom Energy shares in Q3 2023, an estimated $737.
  • Bloom Energy made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1106 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Bloom Energy in Q4 2018 and has held it in 20 quarters since.
  • JP Morgan Private Wealth Advisors's Bloom Energy position peaked at $2.2M in Q4 2021.
  • 311 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.