JP Morgan Private Wealth Advisors’s Enstar Group ESGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $368K | Hold |
1,520
| – | – | ﹤0.01% | 1369 |
|
|
2023
Q2 | $371K | Hold |
1,520
| – | – | ﹤0.01% | 1155 |
|
|
2023
Q1 | $352K | Sell |
1,520
-54
| -3% | -$12.8K | ﹤0.01% | 1610 |
|
|
2022
Q4 | $364K | Sell |
1,574
-173
| -10% | -$35.2K | ﹤0.01% | 1587 |
|
|
2022
Q3 | $296K | Hold |
1,747
| – | – | ﹤0.01% | 1650 |
|
|
2022
Q2 | $374K | Hold |
1,747
| – | – | ﹤0.01% | 1558 |
|
|
2022
Q1 | $456K | Buy |
1,747
+150
| +9% | +$39.8K | ﹤0.01% | 1578 |
|
|
2021
Q4 | $395K | Buy |
1,597
+170
| +12% | +$40.3K | ﹤0.01% | 1637 |
|
|
2021
Q3 | $335K | Hold |
1,427
| – | – | ﹤0.01% | 1659 |
|
|
2021
Q2 | $341K | Sell |
1,427
-11
| -0.8% | -$2.74K | ﹤0.01% | 1632 |
|
|
2021
Q1 | $355K | Sell |
1,438
-3
| -0.2% | -$681 | ﹤0.01% | 1460 |
|
|
2020
Q4 | $295K | Sell |
1,441
-341
| -19% | -$64.3K | ﹤0.01% | 1502 |
|
|
2020
Q3 | $288K | Sell |
1,782
-4,750
| -73% | -$808K | ﹤0.01% | 1380 |
|
|
2020
Q2 | $998K | Sell |
6,532
-1,077
| -14% | -$159K | ﹤0.01% | 816 |
|
|
2020
Q1 | $1.21M | Buy |
7,609
+6
| +0.1% | +$1.1K | 0.01% | 654 |
|
|
2019
Q4 | $1.57M | Buy |
7,603
+6,100
| +406% | +$1.22M | 0.01% | 660 |
|
|
2019
Q3 | $285K | Sell |
1,503
-84
| -5% | -$15.1K | ﹤0.01% | 1215 |
|
|
2019
Q2 | $277K | Buy |
1,587
+87
| +6% | +$15.1K | ﹤0.01% | 1179 |
|
|
2019
Q1 | $261K | Buy |
1,500
+14
| +0.9% | +$2.43K | ﹤0.01% | 1275 |
|
|
2018
Q4 | $249K | Sell |
1,486
-16
| -1% | -$2.89K | ﹤0.01% | 1248 |
|
|
2018
Q3 | $313K | Sell |
1,502
-134
| -8% | -$28.4K | ﹤0.01% | 1271 |
|
|
2018
Q2 | $339K | Buy |
1,636
+79
| +5% | +$16.7K | ﹤0.01% | 1156 |
|
|
2018
Q1 | $328K | Buy |
+1,557
| New | +$321K | ﹤0.01% | 1014 |
|
|
2017
Q2 | – | Sell |
-5,840
| Closed | -$1.12M | – | 1264 |
|
|
2017
Q1 | $1.12M | Buy |
5,840
+215
| +4% | +$41.6K | 0.01% | 599 |
|
|
2016
Q4 | $1.11M | Sell |
5,625
-94
| -2% | -$17.3K | 0.01% | 573 |
|
|
2016
Q3 | $940K | Sell |
5,719
-112
| -2% | -$18.4K | 0.01% | 605 |
|
|
2016
Q2 | $945K | Sell |
5,831
-48
| -0.8% | -$7.57K | 0.01% | 609 |
|
|
2016
Q1 | $956K | Buy |
5,879
+478
| +9% | +$73.9K | 0.01% | 571 |
|
|
2015
Q4 | $810K | Hold |
5,401
| – | – | 0.01% | 572 |
|
|
2015
Q3 | $810K | Sell |
5,401
-250
| -4% | -$38.7K | 0.01% | 518 |
|
|
2015
Q2 | $875K | Hold |
5,651
| – | – | 0.01% | 538 |
|
|
2015
Q1 | $802K | Sell |
5,651
-176
| -3% | -$24.6K | 0.01% | 587 |
|
|
2014
Q4 | $891K | Sell |
5,827
-125
| -2% | -$18.1K | 0.01% | 557 |
|
|
2014
Q3 | $811K | Buy |
5,952
+179
| +3% | +$25.5K | 0.01% | 565 |
|
|
2014
Q2 | $870K | Sell |
5,773
-104
| -2% | -$14.3K | 0.01% | 438 |
|
|
2014
Q1 | $801K | Buy |
+5,877
| New | +$768K | 0.01% | 447 |
|
Other funds holding ESGR
SPC
BMO
JP Morgan Private Wealth Advisors's ESGR Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors held its Enstar Group (ESGR) position steady in Q3 2023 at 1,520 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.
JP Morgan Private Wealth Advisors first reported a position in ESGR in Q1 2014 and has held it in 36 quarters since. The position peaked at $1.57M in Q4 2019. 189 funds tracked by Wall St. Rank hold ESGR as of Q3 2023.
- JP Morgan Private Wealth Advisors held 1,520 shares of Enstar Group worth $368K as of Q3 2023.
- JP Morgan Private Wealth Advisors left its Enstar Group share count unchanged in Q3 2023.
- Enstar Group made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1369 holding.
- JP Morgan Private Wealth Advisors first reported a position in Enstar Group in Q1 2014 and has held it in 36 quarters since.
- JP Morgan Private Wealth Advisors's Enstar Group position peaked at $1.57M in Q4 2019.
- 189 funds tracked by Wall St. Rank held Enstar Group as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.