JP Morgan Private Wealth Advisors’s Crestwood Equity Partners LP CEQP Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CEQP Stock Details CEQP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$246K	Sell	8,415 -2,040	-20%	-$57.2K	﹤0.01%	1559
2023 Q2	$277K	Sell	10,455 -8,820	-46%	-$224K	﹤0.01%	1269
2023 Q1	$481K	Sell	19,275 -7,000	-27%	-$180K	﹤0.01%	1495
2022 Q4	$688K	Hold	26,275	–	–	﹤0.01%	1328
2022 Q3	$730K	Buy	26,275 +5,746	+28%	+$153K	﹤0.01%	1294
2022 Q2	$494K	Sell	20,529 -514	-2%	-$14.8K	﹤0.01%	1461
2022 Q1	$630K	Buy	21,043 +9,741	+86%	+$286K	﹤0.01%	1429
2021 Q4	$312K	Buy	11,302 +1,855	+20%	+$51.7K	﹤0.01%	1735
2021 Q3	$268K	Buy	+9,447	New	+$262K	﹤0.01%	1742
2021 Q2	–	Sell	-10,982	Closed	-$307K	–	1950
2021 Q1	$307K	Buy	+10,982	New	+$247K	﹤0.01%	1520
2020 Q1	–	Sell	-7,039	Closed	-$217K	–	1559
2019 Q4	$217K	Buy	+7,039	New	+$232K	﹤0.01%	1365
2018 Q4	–	Sell	-7,725	Closed	-$283K	–	1613
2018 Q3	$283K	Buy	7,725 +481	+7%	+$17.6K	﹤0.01%	1327
2018 Q2	$230K	Buy	+7,244	New	+$217K	﹤0.01%	1305

Other funds holding CEQP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

FRGX

First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCA

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Crestwood Equity Partners LP (CEQP) stake by 20% in Q3 2023, selling an estimated $57.2K and leaving 8,415 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

JP Morgan Private Wealth Advisors first reported a position in CEQP in Q2 2018 and has held it in 13 quarters since. The position peaked at $730K in Q3 2022. 148 funds tracked by Wall St. Rank hold CEQP as of Q3 2023.

JP Morgan Private Wealth Advisors held 8,415 shares of Crestwood Equity Partners LP worth $246K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 2,040 Crestwood Equity Partners LP shares in Q3 2023, an estimated $57.2K.
Crestwood Equity Partners LP made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1559 holding.
JP Morgan Private Wealth Advisors first reported a position in Crestwood Equity Partners LP in Q2 2018 and has held it in 13 quarters since.
JP Morgan Private Wealth Advisors's Crestwood Equity Partners LP position peaked at $730K in Q3 2022.
148 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q3 2023.

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