JP Morgan Private Wealth Advisors’s Enphase Energy ENPH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.3M	Buy	+10,853	New	+$1.55M	﹤0.01%	889
2023 Q2	–	Sell	-9,310	Closed	-$1.96M	–	1608
2023 Q1	$1.96M	Sell	9,310 -33,789	-78%	-$7.32M	﹤0.01%	884
2022 Q4	$11.4M	Buy	43,099 +35,474	+465%	+$10.3M	0.03%	396
2022 Q3	$2.12M	Buy	7,625 +1,883	+33%	+$508K	0.01%	819
2022 Q2	$1.12M	Buy	5,742 +101	+2%	+$18.3K	﹤0.01%	1086
2022 Q1	$1.14M	Sell	5,641 -8,724	-61%	-$1.37M	﹤0.01%	1159
2021 Q4	$2.63M	Buy	14,365 +9,552	+198%	+$1.99M	0.01%	808
2021 Q3	$722K	Sell	4,813 -8,877	-65%	-$1.52M	﹤0.01%	1362
2021 Q2	$2.51M	Buy	+13,690	New	+$2.01M	0.01%	793

Other funds holding ENPH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Enphase Energy (ENPH) in Q3 2023: 10,853 shares worth $1.3M. The stake represents ﹤0.01% of the portfolio and ranks #889 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in ENPH as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in ENPH in Q2 2021 and has held it in 9 quarters since. The position peaked at $11.4M in Q4 2022. 785 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

JP Morgan Private Wealth Advisors held 10,853 shares of Enphase Energy worth $1.3M as of Q3 2023.
Enphase Energy was a new JP Morgan Private Wealth Advisors position in Q3 2023.
Enphase Energy made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #889 holding.
JP Morgan Private Wealth Advisors first reported a position in Enphase Energy in Q2 2021 and has held it in 9 quarters since.
JP Morgan Private Wealth Advisors's Enphase Energy position peaked at $11.4M in Q4 2022.
785 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

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