JP Morgan Private Wealth Advisors’s NUVEEN ENERGY MLP TOTAL RETURN FUND JMF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-20,106
Closed -$29K 1620
2020
Q1
$29K Hold
20,106
﹤0.01% 1402
2019
Q4
$156K Hold
20,106
﹤0.01% 1422
2019
Q3
$174K Hold
20,106
﹤0.01% 1357
2019
Q2
$183K Hold
20,106
﹤0.01% 1306
2019
Q1
$194K Hold
20,106
﹤0.01% 1378
2018
Q4
$163K Hold
20,106
﹤0.01% 1361
2018
Q3
$223K Hold
20,106
﹤0.01% 1433
2018
Q2
$216K Buy
+20,106
New +$214K ﹤0.01% 1341

JP Morgan Private Wealth Advisors's JMF Position: Q2 2020 in Review

JP Morgan Private Wealth Advisors sold out of NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) in Q2 2020, closing a stake of 20,106 shares — an estimated $29K sold.

JP Morgan Private Wealth Advisors first reported a position in JMF in Q2 2018 and held it in 8 quarters. The position peaked at $223K in Q3 2018. 0 funds tracked by Wall St. Rank hold JMF as of Q2 2020.

  • JP Morgan Private Wealth Advisors reported no remaining NUVEEN ENERGY MLP TOTAL RETURN FUND position as of Q2 2020 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 20,106 NUVEEN ENERGY MLP TOTAL RETURN FUND shares in Q2 2020, an estimated $29K.
  • JP Morgan Private Wealth Advisors first reported a position in NUVEEN ENERGY MLP TOTAL RETURN FUND in Q2 2018 and held it in 8 quarters.
  • JP Morgan Private Wealth Advisors's NUVEEN ENERGY MLP TOTAL RETURN FUND position peaked at $223K in Q3 2018.
  • 0 funds tracked by Wall St. Rank held NUVEEN ENERGY MLP TOTAL RETURN FUND as of Q2 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.