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JP Morgan Private Wealth Advisors’s Equinor EQNR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio EQNR Stock Details EQNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-7,003
Closed -$251K – 1960
2022
Q4 		$251K Buy
7,003
+876
+14% +$31.4K ﹤0.01% 1730
2022
Q3 		$203K Buy
+6,127
New +$221K ﹤0.01% 1805
2020
Q4 		– Sell
-10,831
Closed -$152K – 1719
2020
Q3 		$152K Sell
10,831
-6,753
-38% -$104K ﹤0.01% 1542
2020
Q2 		$255K Sell
17,584
-823
-4% -$11.6K ﹤0.01% 1374
2020
Q1 		$224K Buy
18,407
+6,215
+51% +$100K ﹤0.01% 1251
2019
Q4 		$243K Sell
12,192
-406
-3% -$7.68K ﹤0.01% 1322
2019
Q3 		$239K Buy
+12,598
New +$232K ﹤0.01% 1275
2019
Q1 		– Sell
-11,012
Closed -$233K – 1479
2018
Q4 		$233K Buy
11,012
+2,899
+36% +$71.1K ﹤0.01% 1273
2018
Q3 		$229K Buy
+8,113
New +$213K ﹤0.01% 1416
2018
Q2 		– Sell
-9,328
Closed -$221K – 1479
2018
Q1 		$221K Buy
+9,328
New +$214K ﹤0.01% 1155
2017
Q4 		– Sell
-19,579
Closed -$393K – 1303
2017
Q3 		$393K Buy
19,579
+272
+1% +$5.03K ﹤0.01% 940
2017
Q2 		$319K Buy
19,307
+5,278
+38% +$90.5K ﹤0.01% 989
2017
Q1 		$241K Sell
14,029
-2,318
-14% -$41.7K ﹤0.01% 1169
2016
Q4 		$299K Buy
16,347
+3,721
+29% +$63.6K ﹤0.01% 993
2016
Q3 		$212K Sell
12,626
-615
-5% -$9.99K ﹤0.01% 1127
2016
Q2 		$229K Buy
13,241
+278
+2% +$4.55K ﹤0.01% 1101
2016
Q1 		$202K Buy
12,963
+978
+8% +$13.6K ﹤0.01% 1078
2015
Q4 		$167K Buy
+11,985
New +$187K ﹤0.01% 1041

Other funds holding EQNR

F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

JP Morgan Private Wealth Advisors's EQNR Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of Equinor (EQNR) in Q1 2023, closing a stake of 7,003 shares — an estimated $251K sold.

JP Morgan Private Wealth Advisors first reported a position in EQNR in Q4 2015 and held it in 18 quarters. The position peaked at $393K in Q3 2017. 339 funds tracked by Wall St. Rank hold EQNR as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Equinor position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 7,003 Equinor shares in Q1 2023, an estimated $251K.
  • JP Morgan Private Wealth Advisors first reported a position in Equinor in Q4 2015 and held it in 18 quarters.
  • JP Morgan Private Wealth Advisors's Equinor position peaked at $393K in Q3 2017.
  • 339 funds tracked by Wall St. Rank held Equinor as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.