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JP Morgan Private Wealth Advisors’s Alliant Energy LNT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio LNT Stock Details LNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.51M Buy
31,226
+114
+0.4% +$5.91K ﹤0.01% 833
2023
Q2 		$1.63M Buy
31,112
+656
+2% +$35.2K 0.01% 632
2023
Q1 		$1.63M Buy
30,456
+4,400
+17% +$234K ﹤0.01% 959
2022
Q4 		$1.44M Buy
26,056
+19,510
+298% +$1.04M ﹤0.01% 973
2022
Q3 		$347K Sell
6,546
-45
-0.7% -$2.71K ﹤0.01% 1598
2022
Q2 		$386K Buy
6,591
+1,194
+22% +$72.1K ﹤0.01% 1552
2022
Q1 		$337K Sell
5,397
-1,175
-18% -$69.9K ﹤0.01% 1704
2021
Q4 		$404K Sell
6,572
-498
-7% -$28.5K ﹤0.01% 1633
2021
Q3 		$396K Buy
7,070
+251
+4% +$14.8K ﹤0.01% 1593
2021
Q2 		$380K Buy
6,819
+1
+0% +$57 ﹤0.01% 1589
2021
Q1 		$369K Buy
6,818
+2,721
+66% +$135K ﹤0.01% 1439
2020
Q4 		$211K Buy
+4,097
New +$220K ﹤0.01% 1632
2020
Q1 		– Sell
-4,661
Closed -$255K – 1486
2019
Q4 		$255K Buy
+4,661
New +$248K ﹤0.01% 1306
2019
Q1 		– Sell
-5,585
Closed -$236K – 1490
2018
Q4 		$236K Buy
5,585
+622
+13% +$27.3K ﹤0.01% 1270
2018
Q3 		$211K Sell
4,963
-201
-4% -$8.63K ﹤0.01% 1454
2018
Q2 		$219K Buy
+5,164
New +$213K ﹤0.01% 1331

Other funds holding LNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Alliant Energy (LNT) stake by 0.37% in Q3 2023, buying an estimated $5.91K and bringing the position to 31,226 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #833.

JP Morgan Private Wealth Advisors first reported a position in LNT in Q2 2018 and has held it in 16 quarters since. The position peaked at $1.63M in Q2 2023. 614 funds tracked by Wall St. Rank hold LNT as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 31,226 shares of Alliant Energy worth $1.51M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 114 Alliant Energy shares in Q3 2023, an estimated $5.91K.
  • Alliant Energy made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #833 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Alliant Energy in Q2 2018 and has held it in 16 quarters since.
  • JP Morgan Private Wealth Advisors's Alliant Energy position peaked at $1.63M in Q2 2023.
  • 614 funds tracked by Wall St. Rank held Alliant Energy as of Q3 2023.

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