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JP Morgan Private Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$22.2M Buy
812,489
+87,535
+12% +$2.34M 0.06% 264
2023
Q2 		$19.1M Sell
724,954
-52,182
-7% -$1.36M 0.1% 160
2023
Q1 		$20.1M Sell
777,136
-68,796
-8% -$1.77M 0.04% 309
2022
Q4 		$20.4M Buy
845,932
+198,506
+31% +$4.89M 0.05% 304
2022
Q3 		$15.4M Sell
647,426
-13,359
-2% -$345K 0.04% 321
2022
Q2 		$16.1M Buy
660,785
+40,466
+7% +$1.06M 0.04% 317
2022
Q1 		$16M Sell
620,319
-9,593
-2% -$233K 0.03% 354
2021
Q4 		$13.8M Sell
629,912
-12,515
-2% -$281K 0.03% 378
2021
Q3 		$13.9M Sell
642,427
-285,945
-31% -$6.5M 0.03% 372
2021
Q2 		$22.4M Sell
928,372
-284,490
-23% -$6.73M 0.06% 285
2021
Q1 		$26.7M Sell
1,212,862
-120,019
-9% -$2.64M 0.09% 221
2020
Q4 		$26.1M Buy
1,332,881
+11,720
+0.9% +$218K 0.08% 216
2020
Q3 		$20.9M Sell
1,321,161
-48,171
-4% -$844K 0.08% 211
2020
Q2 		$24.9M Buy
1,369,332
+128,764
+10% +$2.3M 0.11% 172
2020
Q1 		$17.7M Sell
1,240,568
-163,131
-12% -$3.79M 0.1% 184
2019
Q4 		$39.5M Sell
1,403,699
-37,384
-3% -$1.01M 0.18% 130
2019
Q3 		$41.2M Sell
1,441,083
-12,140
-0.8% -$353K 0.21% 113
2019
Q2 		$42M Sell
1,453,223
-63,519
-4% -$1.83M 0.23% 110
2019
Q1 		$44.1M Sell
1,516,742
-37,735
-2% -$1.05M 0.23% 111
2018
Q4 		$38.2M Sell
1,554,477
-43,828
-3% -$1.17M 0.23% 106
2018
Q3 		$45.9M Buy
1,598,305
+72,281
+5% +$2.09M 0.22% 105
2018
Q2 		$42.2M Buy
1,526,024
+1,507,699
+8,228% +$41.2M 0.24% 101
2018
Q1 		$449K Sell
18,325
-16,273
-47% -$433K ﹤0.01% 901
2017
Q4 		$918K Sell
34,598
-48,111
-58% -$1.22M 0.01% 680
2017
Q3 		$2.16M Sell
82,709
-9,392
-10% -$248K 0.02% 449
2017
Q2 		$2.49M Sell
92,101
-63,480
-41% -$1.72M 0.02% 414
2017
Q1 		$4.29M Buy
155,581
+146,329
+1,582% +$4.09M 0.03% 325
2016
Q4 		$250K Sell
9,252
-141,561
-94% -$3.69M ﹤0.01% 1078
2016
Q3 		$4.17M Buy
150,813
+7,058
+5% +$195K 0.04% 301
2016
Q2 		$4.21M Sell
143,755
-27,033
-16% -$726K 0.04% 292
2016
Q1 		$4.21M Buy
+170,788
New +$3.98M 0.04% 273
2015
Q4 		– Sell
-242,078
Closed -$6.03M – 1176
2015
Q3 		$6.03M Buy
+242,078
New +$6.71M 0.08% 212
2015
Q2 		– Sell
-210,222
Closed -$6.92M – 1076
2015
Q1 		$6.92M Buy
210,222
+57,277
+37% +$1.92M 0.08% 215
2014
Q4 		$5.53M Sell
152,945
-50,777
-25% -$1.88M 0.07% 236
2014
Q3 		$8.21M Buy
+203,722
New +$7.99M 0.11% 197

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Enterprise Products Partners (EPD) stake by 12% in Q3 2023, buying an estimated $2.34M and bringing the position to 812,489 shares worth $22.2M. The position accounts for 0.06% of the portfolio, ranked #264.

JP Morgan Private Wealth Advisors first reported a position in EPD in Q3 2014 and has held it in 35 quarters since. The position peaked at $45.9M in Q3 2018. 1,217 funds tracked by Wall St. Rank hold EPD as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 812,489 shares of Enterprise Products Partners worth $22.2M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 87,535 Enterprise Products Partners shares in Q3 2023, an estimated $2.34M.
  • Enterprise Products Partners made up 0.06% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #264 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Enterprise Products Partners in Q3 2014 and has held it in 35 quarters since.
  • JP Morgan Private Wealth Advisors's Enterprise Products Partners position peaked at $45.9M in Q3 2018.
  • 1,217 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2023.

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