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JP Morgan Private Wealth Advisors’s EQT Corp EQT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio EQT Stock Details EQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$11.1M Sell
273,682
-36,359
-12% -$1.51M 0.03% 358
2023
Q2 		$12.8M Buy
310,041
+277,865
+864% +$9.83M 0.07% 203
2023
Q1 		$1.03M Sell
32,176
-120,866
-79% -$3.88M ﹤0.01% 1151
2022
Q4 		$5.18M Sell
153,042
-595,975
-80% -$23.9M 0.01% 571
2022
Q3 		$30.5M Buy
749,017
+530,011
+242% +$23M 0.08% 223
2022
Q2 		$7.53M Buy
219,006
+45,648
+26% +$1.88M 0.02% 477
2022
Q1 		$5.96M Buy
173,358
+7,614
+5% +$186K 0.01% 566
2021
Q4 		$3.62M Buy
165,744
+5,130
+3% +$107K 0.01% 708
2021
Q3 		$3.29M Buy
+160,614
New +$3.11M 0.01% 711
2018
Q4 		– Sell
-11,031
Closed -$266K – 1493
2018
Q3 		$266K Sell
11,031
-1,903
-15% -$52.5K ﹤0.01% 1360
2018
Q2 		$389K Sell
12,934
-5,063
-28% -$141K ﹤0.01% 1101
2018
Q1 		$466K Buy
17,997
+6,890
+62% +$198K ﹤0.01% 892
2017
Q4 		$344K Buy
11,107
+744
+7% +$24.4K ﹤0.01% 1001
2017
Q3 		$368K Buy
10,363
+717
+7% +$24.4K ﹤0.01% 958
2017
Q2 		$308K Sell
9,646
-77
-0.8% -$2.44K ﹤0.01% 1006
2017
Q1 		$323K Sell
9,723
-487
-5% -$16.3K ﹤0.01% 1037
2016
Q4 		$364K Buy
10,210
+114
+1% +$4.23K ﹤0.01% 919
2016
Q3 		$400K Sell
10,096
-788
-7% -$31.2K ﹤0.01% 871
2016
Q2 		$459K Buy
10,884
+1,376
+14% +$53.5K ﹤0.01% 807
2016
Q1 		$348K Buy
9,508
+340
+4% +$10.9K ﹤0.01% 888
2015
Q4 		$260K Buy
9,168
+3
+0% +$101 ﹤0.01% 922
2015
Q3 		$323K Sell
9,165
-152
-2% -$6.2K ﹤0.01% 768
2015
Q2 		$413K Sell
9,317
-289
-3% -$13.6K ﹤0.01% 743
2015
Q1 		$433K Sell
9,606
-435
-4% -$18.4K ﹤0.01% 768
2014
Q4 		$414K Buy
10,041
+461
+5% +$21.8K ﹤0.01% 783
2014
Q3 		$477K Sell
9,580
-88
-0.9% -$4.66K 0.01% 704
2014
Q2 		$563K Sell
9,668
-193
-2% -$11.1K 0.01% 532
2014
Q1 		$520K Buy
9,861
+645
+7% +$33.6K 0.01% 554
2013
Q4 		$450K Buy
9,216
+18
+0.2% +$851 0.01% 468
2013
Q3 		$444K Sell
9,198
-446
-5% -$20.7K 0.01% 454
2013
Q2 		$417K Buy
+9,644
New +$397K 0.01% 436

Other funds holding EQT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its EQT Corp (EQT) stake by 12% in Q3 2023, selling an estimated $1.51M and leaving 273,682 shares worth $11.1M. The position accounts for 0.03% of the portfolio, ranked #358.

JP Morgan Private Wealth Advisors first reported a position in EQT in Q2 2013 and has held it in 31 quarters since. The position peaked at $30.5M in Q3 2022. 631 funds tracked by Wall St. Rank hold EQT as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 273,682 shares of EQT Corp worth $11.1M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 36,359 EQT Corp shares in Q3 2023, an estimated $1.51M.
  • EQT Corp made up 0.03% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #358 holding.
  • JP Morgan Private Wealth Advisors first reported a position in EQT Corp in Q2 2013 and has held it in 31 quarters since.
  • JP Morgan Private Wealth Advisors's EQT Corp position peaked at $30.5M in Q3 2022.
  • 631 funds tracked by Wall St. Rank held EQT Corp as of Q3 2023.

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