JP Morgan Private Wealth Advisors’s Chart Industries GTLS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$559K	Buy	+3,306	New	+$556K	﹤0.01%	1206
2022 Q4	–	Sell	-1,353	Closed	-$249K	–	1956
2022 Q3	$249K	Sell	1,353 -75	-5%	-$13.9K	﹤0.01%	1730
2022 Q2	$239K	Sell	1,428 -311	-18%	-$53.1K	﹤0.01%	1761
2022 Q1	$299K	Buy	1,739 +75	+5%	+$10.5K	﹤0.01%	1747
2021 Q4	$265K	Buy	+1,664	New	+$294K	﹤0.01%	1795
2014 Q4	–	Sell	-8,089	Closed	-$494K	–	1109
2014 Q3	$494K	Sell	8,089 -1,908	-19%	-$136K	0.01%	692
2014 Q2	$827K	Buy	9,997 +1,840	+23%	+$139K	0.01%	449
2014 Q1	$648K	Buy	8,157 +5,933	+267%	+$511K	0.01%	495
2013 Q4	$213K	Buy	+2,224	New	+$234K	﹤0.01%	599

Other funds holding GTLS

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Chart Industries (GTLS) in Q3 2023: 3,306 shares worth $559K. The stake represents ﹤0.01% of the portfolio and ranks #1206 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in GTLS as recently as Q3 2022.

JP Morgan Private Wealth Advisors first reported a position in GTLS in Q4 2013 and has held it in 9 quarters since. The position peaked at $827K in Q2 2014. 434 funds tracked by Wall St. Rank hold GTLS as of Q3 2023.

JP Morgan Private Wealth Advisors held 3,306 shares of Chart Industries worth $559K as of Q3 2023.
Chart Industries was a new JP Morgan Private Wealth Advisors position in Q3 2023.
Chart Industries made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1206 holding.
JP Morgan Private Wealth Advisors first reported a position in Chart Industries in Q4 2013 and has held it in 9 quarters since.
JP Morgan Private Wealth Advisors's Chart Industries position peaked at $827K in Q2 2014.
434 funds tracked by Wall St. Rank held Chart Industries as of Q3 2023.

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