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JP Morgan Private Wealth Advisors’s Genesis Energy GEL Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio GEL Stock Details GEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$290K Sell
28,064
-5,333
-16% -$52.6K ﹤0.01% 1495
2023
Q2 		$319K Buy
33,397
+2,941
+10% +$30.3K ﹤0.01% 1220
2023
Q1 		$343K Buy
30,456
+8,963
+42% +$101K ﹤0.01% 1622
2022
Q4 		$219K Buy
21,493
+6,668
+45% +$68.6K ﹤0.01% 1782
2022
Q3 		$136K Hold
14,825
– – ﹤0.01% 1855
2022
Q2 		$119K Sell
14,825
-740
-5% -$8.36K ﹤0.01% 1869
2022
Q1 		$182K Hold
15,565
– – ﹤0.01% 1924
2021
Q4 		$167K Sell
15,565
-3,202
-17% -$35.6K ﹤0.01% 1927
2021
Q3 		$187K Hold
18,767
– – ﹤0.01% 1872
2021
Q2 		$218K Sell
18,767
-19,782
-51% -$200K ﹤0.01% 1806
2021
Q1 		$360K Sell
38,549
-23,353
-38% -$177K ﹤0.01% 1458
2020
Q4 		$384K Buy
61,902
+29,794
+93% +$169K ﹤0.01% 1393
2020
Q3 		$144K Sell
32,108
-744
-2% -$4.36K ﹤0.01% 1548
2020
Q2 		$237K Buy
+32,852
New +$223K ﹤0.01% 1402
2020
Q1 		– Sell
-39,603
Closed -$811K – 1464
2019
Q4 		$811K Sell
39,603
-2,231
-5% -$44.9K ﹤0.01% 876
2019
Q3 		$898K Sell
41,834
-19,700
-32% -$428K ﹤0.01% 794
2019
Q2 		$1.35M Sell
61,534
-18,461
-23% -$411K 0.01% 675
2019
Q1 		$1.86M Buy
79,995
+3,447
+5% +$74.5K 0.01% 629
2018
Q4 		$1.41M Sell
76,548
-19,975
-21% -$449K 0.01% 650
2018
Q3 		$2.29M Buy
96,523
+12,348
+15% +$291K 0.01% 592
2018
Q2 		$1.84M Buy
+84,175
New +$1.83M 0.01% 622

Other funds holding GEL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Genesis Energy (GEL) stake by 16% in Q3 2023, selling an estimated $52.6K and leaving 28,064 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

JP Morgan Private Wealth Advisors first reported a position in GEL in Q2 2018 and has held it in 21 quarters since. The position peaked at $2.29M in Q3 2018. 110 funds tracked by Wall St. Rank hold GEL as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 28,064 shares of Genesis Energy worth $290K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 5,333 Genesis Energy shares in Q3 2023, an estimated $52.6K.
  • Genesis Energy made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1495 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Genesis Energy in Q2 2018 and has held it in 21 quarters since.
  • JP Morgan Private Wealth Advisors's Genesis Energy position peaked at $2.29M in Q3 2018.
  • 110 funds tracked by Wall St. Rank held Genesis Energy as of Q3 2023.

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