JP Morgan Private Wealth Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.88M | Buy |
+49,581
| New | +$3.31M | 0.01% | 632 |
|
|
2023
Q2 | – | Sell |
-61,832
| Closed | -$4.84M | – | 1613 |
|
|
2023
Q1 | $4.84M | Buy |
61,832
+14,770
| +31% | +$1.17M | 0.01% | 594 |
|
|
2022
Q4 | $3.95M | Sell |
47,062
-3,469
| -7% | -$275K | 0.01% | 637 |
|
|
2022
Q3 | $3.94M | Buy |
50,531
+1,685
| +3% | +$149K | 0.01% | 622 |
|
|
2022
Q2 | $4.13M | Sell |
48,846
-1,029
| -2% | -$91.4K | 0.01% | 622 |
|
|
2022
Q1 | $4.4M | Sell |
49,875
-4,056
| -8% | -$347K | 0.01% | 660 |
|
|
2021
Q4 | $4.91M | Sell |
53,931
-1,079
| -2% | -$92.8K | 0.01% | 611 |
|
|
2021
Q3 | $4.5M | Buy |
55,010
+4,500
| +9% | +$391K | 0.01% | 618 |
|
|
2021
Q2 | $4.05M | Buy |
50,510
+14,337
| +40% | +$1.21M | 0.01% | 645 |
|
|
2021
Q1 | $3.13M | Sell |
36,173
-7,590
| -17% | -$644K | 0.01% | 626 |
|
|
2020
Q4 | $3.79M | Buy |
43,763
+516
| +1% | +$45.9K | 0.01% | 560 |
|
|
2020
Q3 | $3.61M | Buy |
43,247
+1,142
| +3% | +$97.8K | 0.01% | 505 |
|
|
2020
Q2 | $3.51M | Buy |
42,105
+6,099
| +17% | +$505K | 0.02% | 447 |
|
|
2020
Q1 | $2.82M | Buy |
36,006
+3,250
| +10% | +$285K | 0.02% | 455 |
|
|
2019
Q4 | $2.79M | Buy |
32,756
+1,527
| +5% | +$127K | 0.01% | 548 |
|
|
2019
Q3 | $2.67M | Buy |
31,229
+1,683
| +6% | +$134K | 0.01% | 531 |
|
|
2019
Q2 | $2.24M | Sell |
29,546
-721
| -2% | -$52.8K | 0.01% | 571 |
|
|
2019
Q1 | $2.15M | Sell |
30,267
-392
| -1% | -$27K | 0.01% | 597 |
|
|
2018
Q4 | $1.99M | Sell |
30,659
-2,026
| -6% | -$132K | 0.01% | 571 |
|
|
2018
Q3 | $2.01M | Buy |
32,685
+1,000
| +3% | +$61.2K | 0.01% | 628 |
|
|
2018
Q2 | $1.86M | Buy |
31,685
+7,150
| +29% | +$412K | 0.01% | 620 |
|
|
2018
Q1 | $1.45M | Sell |
24,535
-295
| -1% | -$17.5K | 0.01% | 558 |
|
|
2017
Q4 | $1.57M | Buy |
24,830
+1,194
| +5% | +$75.5K | 0.01% | 539 |
|
|
2017
Q3 | $1.43M | Buy |
23,636
+875
| +4% | +$54K | 0.01% | 537 |
|
|
2017
Q2 | $1.38M | Buy |
22,761
+754
| +3% | +$45.8K | 0.01% | 539 |
|
|
2017
Q1 | $1.29M | Sell |
22,007
-616
| -3% | -$35K | 0.01% | 561 |
|
|
2016
Q4 | $1.25M | Buy |
22,623
+769
| +4% | +$41.1K | 0.01% | 539 |
|
|
2016
Q3 | $1.18M | Buy |
21,854
+167
| +0.8% | +$9.43K | 0.01% | 552 |
|
|
2016
Q2 | $1.3M | Sell |
21,687
-4,513
| -17% | -$255K | 0.01% | 532 |
|
|
2016
Q1 | $1.53M | Sell |
26,200
-1,704
| -6% | -$93K | 0.01% | 461 |
|
|
2015
Q4 | $1.43M | Buy |
27,904
+4,887
| +21% | +$249K | 0.01% | 445 |
|
|
2015
Q3 | $1.17M | Sell |
23,017
-3,660
| -14% | -$176K | 0.01% | 435 |
|
|
2015
Q2 | $1.21M | Sell |
26,677
-2,596
| -9% | -$126K | 0.01% | 462 |
|
|
2015
Q1 | $1.48M | Sell |
29,273
-5,352
| -15% | -$282K | 0.02% | 440 |
|
|
2014
Q4 | $1.85M | Sell |
34,625
-1,664
| -5% | -$83K | 0.02% | 393 |
|
|
2014
Q3 | $1.61M | Buy |
36,289
+2,082
| +6% | +$93.6K | 0.02% | 411 |
|
|
2014
Q2 | $1.62M | Sell |
34,207
-5,812
| -15% | -$266K | 0.03% | 330 |
|
|
2014
Q1 | $1.82M | Buy |
40,019
+10,487
| +36% | +$458K | 0.03% | 300 |
|
|
2013
Q4 | $1.25M | Buy |
29,532
+157
| +0.5% | +$6.59K | 0.03% | 314 |
|
|
2013
Q3 | $1.21M | Sell |
29,375
-1,026
| -3% | -$43.4K | 0.03% | 309 |
|
|
2013
Q2 | $1.28M | Buy |
+30,401
| New | +$1.31M | 0.03% | 291 |
|
Other funds holding ES
JP Morgan Private Wealth Advisors's ES Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Eversource Energy (ES) in Q3 2023: 49,581 shares worth $2.88M. The stake represents 0.01% of the portfolio and ranks #632 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in ES as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in ES in Q2 2013 and has held it in 41 quarters since. The position peaked at $4.91M in Q4 2021. 805 funds tracked by Wall St. Rank hold ES as of Q3 2023.
- JP Morgan Private Wealth Advisors held 49,581 shares of Eversource Energy worth $2.88M as of Q3 2023.
- Eversource Energy was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Eversource Energy made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #632 holding.
- JP Morgan Private Wealth Advisors first reported a position in Eversource Energy in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's Eversource Energy position peaked at $4.91M in Q4 2021.
- 805 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.