JMPWA
ETRN

JP Morgan Private Wealth Advisors’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ETRN Stock Details ETRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$191K Sell
20,385
-3,198
-14% -$30.5K ﹤0.01% 1634
2023
Q2 		$225K Sell
23,583
-41,426
-64% -$278K ﹤0.01% 1347
2023
Q1 		$376K Buy
65,009
+8,564
+15% +$54.9K ﹤0.01% 1588
2022
Q4 		$378K Buy
56,445
+267
+0.5% +$2.07K ﹤0.01% 1569
2022
Q3 		$420K Buy
56,178
+23,094
+70% +$193K ﹤0.01% 1530
2022
Q2 		$210K Sell
33,084
-1,154
-3% -$8.9K ﹤0.01% 1807
2022
Q1 		$289K Sell
34,238
-21,752
-39% -$179K ﹤0.01% 1759
2021
Q4 		$579K Buy
55,990
+4,693
+9% +$48.6K ﹤0.01% 1493
2021
Q3 		$520K Buy
51,297
+14,739
+40% +$130K ﹤0.01% 1485
2021
Q2 		$311K Sell
36,558
-3,282
-8% -$27.8K ﹤0.01% 1665
2021
Q1 		$325K Sell
39,840
-52,548
-57% -$400K ﹤0.01% 1495
2020
Q4 		$743K Sell
92,388
-6,341
-6% -$50.6K ﹤0.01% 1121
2020
Q3 		$835K Buy
98,729
+6,445
+7% +$63K ﹤0.01% 953
2020
Q2 		$767K Buy
+92,284
New +$727K ﹤0.01% 906
2020
Q1 		– Sell
-44,736
Closed -$598K – 1553
2019
Q4 		$598K Buy
+44,736
New +$555K ﹤0.01% 980

Other funds holding ETRN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Equitrans Midstream Corporation Common Stock (ETRN) stake by 14% in Q3 2023, selling an estimated $30.5K and leaving 20,385 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

JP Morgan Private Wealth Advisors first reported a position in ETRN in Q4 2019 and has held it in 15 quarters since. The position peaked at $835K in Q3 2020. 348 funds tracked by Wall St. Rank hold ETRN as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 20,385 shares of Equitrans Midstream Corporation Common Stock worth $191K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 3,198 Equitrans Midstream Corporation Common Stock shares in Q3 2023, an estimated $30.5K.
  • Equitrans Midstream Corporation Common Stock made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1634 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Equitrans Midstream Corporation Common Stock in Q4 2019 and has held it in 15 quarters since.
  • JP Morgan Private Wealth Advisors's Equitrans Midstream Corporation Common Stock position peaked at $835K in Q3 2020.
  • 348 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q3 2023.

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