JP Morgan Private Wealth Advisors’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $686K | Buy |
+1,845
| New | +$670K | ﹤0.01% | 1114 |
|
|
2023
Q2 | – | Sell |
-3,491
| Closed | -$1.25M | – | 1603 |
|
|
2023
Q1 | $1.25M | Sell |
3,491
-146
| -4% | -$52.5K | ﹤0.01% | 1065 |
|
|
2022
Q4 | $1.2M | Sell |
3,637
-11,686
| -76% | -$3.64M | ﹤0.01% | 1060 |
|
|
2022
Q3 | $4.02M | Buy |
15,323
+115
| +0.8% | +$31.1K | 0.01% | 619 |
|
|
2022
Q2 | $4.26M | Sell |
15,208
-396
| -3% | -$112K | 0.01% | 614 |
|
|
2022
Q1 | $4.7M | Sell |
15,604
-272
| -2% | -$78.1K | 0.01% | 633 |
|
|
2021
Q4 | $4.35M | Sell |
15,876
-192
| -1% | -$51.9K | 0.01% | 648 |
|
|
2021
Q3 | $4.03M | Buy |
16,068
+11,568
| +257% | +$2.97M | 0.01% | 650 |
|
|
2021
Q2 | $1.13M | Buy |
4,500
+410
| +10% | +$107K | ﹤0.01% | 1137 |
|
|
2021
Q1 | $1.01M | Buy |
4,090
+2,891
| +241% | +$688K | ﹤0.01% | 1029 |
|
|
2020
Q4 | $281K | Sell |
1,199
-53
| -4% | -$11.7K | ﹤0.01% | 1526 |
|
|
2020
Q3 | $247K | Sell |
1,252
-57
| -4% | -$12.2K | ﹤0.01% | 1434 |
|
|
2020
Q2 | $270K | Sell |
1,309
-1,081
| -45% | -$211K | ﹤0.01% | 1351 |
|
|
2020
Q1 | $460K | Sell |
2,390
-430
| -15% | -$110K | ﹤0.01% | 961 |
|
|
2019
Q4 | $781K | Buy |
2,820
+818
| +41% | +$216K | ﹤0.01% | 886 |
|
|
2019
Q3 | $533K | Buy |
+2,002
| New | +$505K | ﹤0.01% | 981 |
|
|
2018
Q4 | – | Sell |
-12,260
| Closed | -$2.8M | – | 1490 |
|
|
2018
Q3 | $2.8M | Sell |
12,260
-587
| -5% | -$131K | 0.01% | 557 |
|
|
2018
Q2 | $2.96M | Sell |
12,847
-19
| -0.1% | -$4.46K | 0.02% | 517 |
|
|
2018
Q1 | $3.3M | Sell |
12,866
-3
| -0% | -$720 | 0.02% | 396 |
|
|
2017
Q4 | $2.85M | Sell |
12,869
-77
| -0.6% | -$17.4K | 0.02% | 423 |
|
|
2017
Q3 | $2.96M | Sell |
12,946
-108
| -0.8% | -$27.2K | 0.02% | 397 |
|
|
2017
Q2 | $3.32M | Sell |
13,054
-168
| -1% | -$41.5K | 0.03% | 366 |
|
|
2017
Q1 | $3.09M | Sell |
13,222
-132
| -1% | -$30.1K | 0.02% | 390 |
|
|
2016
Q4 | $2.89M | Sell |
13,354
-505
| -4% | -$104K | 0.03% | 370 |
|
|
2016
Q3 | $2.63M | Sell |
13,859
-202
| -1% | -$38K | 0.02% | 382 |
|
|
2016
Q2 | $2.57M | Buy |
14,061
+10,277
| +272% | +$1.89M | 0.02% | 394 |
|
|
2016
Q1 | $747K | Buy |
3,784
+909
| +32% | +$168K | 0.01% | 630 |
|
|
2015
Q4 | $526K | Buy |
2,875
+36
| +1% | +$6.54K | 0.01% | 676 |
|
|
2015
Q3 | $492K | Sell |
2,839
-105
| -4% | -$19K | 0.01% | 624 |
|
|
2015
Q2 | $536K | Buy |
2,944
+71
| +2% | +$12.9K | 0.01% | 650 |
|
|
2015
Q1 | $500K | Buy |
2,873
+64
| +2% | +$11.2K | 0.01% | 728 |
|
|
2014
Q4 | $478K | Sell |
2,809
-520
| -16% | -$87.8K | 0.01% | 719 |
|
|
2014
Q3 | $539K | Buy |
3,329
+1,278
| +62% | +$207K | 0.01% | 665 |
|
|
2014
Q2 | $329K | Buy |
+2,051
| New | +$325K | 0.01% | 692 |
|
Other funds holding EG
CIP
N
JP Morgan Private Wealth Advisors's EG Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Everest Group (EG) in Q3 2023: 1,845 shares worth $686K. The stake represents ﹤0.01% of the portfolio and ranks #1114 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in EG as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in EG in Q2 2014 and has held it in 34 quarters since. The position peaked at $4.7M in Q1 2022. 588 funds tracked by Wall St. Rank hold EG as of Q3 2023.
- JP Morgan Private Wealth Advisors held 1,845 shares of Everest Group worth $686K as of Q3 2023.
- Everest Group was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Everest Group made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1114 holding.
- JP Morgan Private Wealth Advisors first reported a position in Everest Group in Q2 2014 and has held it in 34 quarters since.
- JP Morgan Private Wealth Advisors's Everest Group position peaked at $4.7M in Q1 2022.
- 588 funds tracked by Wall St. Rank held Everest Group as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.