JMPWA
FIF

JP Morgan Private Wealth Advisors’s FIRST TRUST ENERGY INFRASTRUCTURE FUND FIF Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio FIF Stock Details FIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-20,305
Closed -$203K – 1636
2020
Q2 		$203K Hold
20,305
– – ﹤0.01% 1459
2020
Q1 		$183K Sell
20,305
-600
-3% -$8.73K ﹤0.01% 1308
2019
Q4 		$352K Buy
20,905
+405
+2% +$6.44K ﹤0.01% 1170
2019
Q3 		$338K Sell
20,500
-100
-0.5% -$1.59K ﹤0.01% 1143
2019
Q2 		$328K Hold
20,600
– – ﹤0.01% 1118
2019
Q1 		$327K Hold
20,600
– – ﹤0.01% 1174
2018
Q4 		$267K Hold
20,600
– – ﹤0.01% 1224
2018
Q3 		$324K Hold
20,600
– – ﹤0.01% 1253
2018
Q2 		$339K Buy
+20,600
New +$327K ﹤0.01% 1158

Other funds holding FIF

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FIF Position: Q3 2020 in Review

JP Morgan Private Wealth Advisors sold out of FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) in Q3 2020, closing a stake of 20,305 shares — an estimated $203K sold.

JP Morgan Private Wealth Advisors first reported a position in FIF in Q2 2018 and held it in 9 quarters. The position peaked at $352K in Q4 2019. 49 funds tracked by Wall St. Rank hold FIF as of Q3 2020.

  • JP Morgan Private Wealth Advisors reported no remaining FIRST TRUST ENERGY INFRASTRUCTURE FUND position as of Q3 2020 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 20,305 FIRST TRUST ENERGY INFRASTRUCTURE FUND shares in Q3 2020, an estimated $203K.
  • JP Morgan Private Wealth Advisors first reported a position in FIRST TRUST ENERGY INFRASTRUCTURE FUND in Q2 2018 and held it in 9 quarters.
  • JP Morgan Private Wealth Advisors's FIRST TRUST ENERGY INFRASTRUCTURE FUND position peaked at $352K in Q4 2019.
  • 49 funds tracked by Wall St. Rank held FIRST TRUST ENERGY INFRASTRUCTURE FUND as of Q3 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.