JP Morgan Private Wealth Advisors’s Neuberger Next Generation Connectivity Fund Inc NBXG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$138K	Buy	13,213 +264	+2%	+$2.84K	﹤0.01%	1664
2023 Q2	$141K	Buy	12,949 +268	+2%	+$2.71K	﹤0.01%	1424
2023 Q1	$132K	Sell	12,681 -49,646	-80%	-$493K	﹤0.01%	1880
2022 Q4	$567K	Sell	62,327 -29,603	-32%	-$281K	﹤0.01%	1418
2022 Q3	$868K	Buy	91,930 +35,989	+64%	+$380K	﹤0.01%	1210
2022 Q2	$555K	Buy	55,941 +2,106	+4%	+$23.7K	﹤0.01%	1415
2022 Q1	$751K	Buy	+53,835	New	+$779K	﹤0.01%	1343

Other funds holding NBXG

SCM

Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Neuberger Next Generation Connectivity Fund Inc (NBXG) stake by 2% in Q3 2023, buying an estimated $2.84K and bringing the position to 13,213 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #1664.

JP Morgan Private Wealth Advisors first reported a position in NBXG in Q1 2022 and has held it in 7 quarters since. The position peaked at $868K in Q3 2022. 71 funds tracked by Wall St. Rank hold NBXG as of Q3 2023.

JP Morgan Private Wealth Advisors held 13,213 shares of Neuberger Next Generation Connectivity Fund Inc worth $138K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 264 Neuberger Next Generation Connectivity Fund Inc shares in Q3 2023, an estimated $2.84K.
Neuberger Next Generation Connectivity Fund Inc made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1664 holding.
JP Morgan Private Wealth Advisors first reported a position in Neuberger Next Generation Connectivity Fund Inc in Q1 2022 and has held it in 7 quarters since.
JP Morgan Private Wealth Advisors's Neuberger Next Generation Connectivity Fund Inc position peaked at $868K in Q3 2022.
71 funds tracked by Wall St. Rank held Neuberger Next Generation Connectivity Fund Inc as of Q3 2023.

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