JP Morgan Private Wealth Advisors’s EQM Midstream Partners, LP EQM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-7,928	Closed	-$259K	–	1529
2019 Q3	$259K	Sell	7,928 -5,219	-40%	-$183K	﹤0.01%	1248
2019 Q2	$587K	Buy	13,147 +520	+4%	+$23.4K	﹤0.01%	925
2019 Q1	$583K	Buy	+12,627	New	+$552K	﹤0.01%	972
2018 Q4	–	Sell	-57,483	Closed	-$3.03M	–	1631
2018 Q3	$3.03M	Buy	57,483 +29,139	+103%	+$1.59M	0.01%	536
2018 Q2	$1.46M	Buy	+28,344	New	+$1.6M	0.01%	666
2016 Q2	–	Sell	-2,752	Closed	-$205K	–	1338
2016 Q1	$205K	Buy	+2,752	New	+$193K	﹤0.01%	1074

Other funds holding EQM

TCA

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

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

JP Morgan Private Wealth Advisors's EQM Position: Q4 2019 in Review

JP Morgan Private Wealth Advisors sold out of EQM Midstream Partners, LP (EQM) in Q4 2019, closing a stake of 7,928 shares — an estimated $259K sold.

JP Morgan Private Wealth Advisors first reported a position in EQM in Q1 2016 and held it in 6 quarters. The position peaked at $3.03M in Q3 2018. 153 funds tracked by Wall St. Rank hold EQM as of Q4 2019.

JP Morgan Private Wealth Advisors reported no remaining EQM Midstream Partners, LP position as of Q4 2019 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 7,928 EQM Midstream Partners, LP shares in Q4 2019, an estimated $259K.
JP Morgan Private Wealth Advisors first reported a position in EQM Midstream Partners, LP in Q1 2016 and held it in 6 quarters.
JP Morgan Private Wealth Advisors's EQM Midstream Partners, LP position peaked at $3.03M in Q3 2018.
153 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.