JP Morgan Private Wealth Advisors’s Expand Energy Corp EXE Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio EXE Stock Details EXE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-228,017	Closed	-$21.5M	–	2012
2022 Q4	$21.5M	Buy	228,017 +128,925	+130%	+$12.8M	0.05%	293
2022 Q3	$9.34M	Buy	99,092 +96,491	+3,710%	+$9.06M	0.02%	415
2022 Q2	$211K	Buy	+2,601	New	+$235K	﹤0.01%	1804

Other funds holding EXE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

KEM

Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Expand Energy Corp (EXE) in Q1 2023, closing a stake of 228,017 shares — an estimated $21.5M sold.

JP Morgan Private Wealth Advisors first reported a position in EXE in Q2 2022 and held it in 3 quarters. The position peaked at $21.5M in Q4 2022. 457 funds tracked by Wall St. Rank hold EXE as of Q1 2023.

JP Morgan Private Wealth Advisors reported no remaining Expand Energy Corp position as of Q1 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 228,017 Expand Energy Corp shares in Q1 2023, an estimated $21.5M.
JP Morgan Private Wealth Advisors first reported a position in Expand Energy Corp in Q2 2022 and held it in 3 quarters.
JP Morgan Private Wealth Advisors's Expand Energy Corp position peaked at $21.5M in Q4 2022.
457 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2023.

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