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JP Morgan Private Wealth Advisors’s National Fuel Gas NFG Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio NFG Stock Details NFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$371K Sell
7,143
-153
-2% -$8.06K ﹤0.01% 1367
2023
Q2 		$375K Sell
7,296
-10,576
-59% -$562K ﹤0.01% 1149
2023
Q1 		$1.03M Sell
17,872
-301
-2% -$17.4K ﹤0.01% 1145
2022
Q4 		$1.15M Buy
18,173
+112
+0.6% +$7.21K ﹤0.01% 1081
2022
Q3 		$1.11M Buy
18,061
+255
+1% +$17.6K ﹤0.01% 1083
2022
Q2 		$1.18M Sell
17,806
-7
-0% -$491 ﹤0.01% 1056
2022
Q1 		$1.22M Sell
17,813
-52
-0.3% -$3.29K ﹤0.01% 1118
2021
Q4 		$1.14M Buy
17,865
+733
+4% +$43.8K ﹤0.01% 1175
2021
Q3 		$900K Sell
17,132
-641
-4% -$33.2K ﹤0.01% 1265
2021
Q2 		$929K Sell
17,773
-1,051
-6% -$54.5K ﹤0.01% 1235
2021
Q1 		$941K Sell
18,824
-400
-2% -$18.2K ﹤0.01% 1068
2020
Q4 		$791K Sell
19,224
-1,277
-6% -$53.1K ﹤0.01% 1095
2020
Q3 		$832K Sell
20,501
-237
-1% -$10.1K ﹤0.01% 956
2020
Q2 		$870K Buy
20,738
+3,517
+20% +$144K ﹤0.01% 866
2020
Q1 		$642K Buy
+17,221
New +$706K ﹤0.01% 840
2019
Q4 		– Sell
-5,033
Closed -$236K – 1491
2019
Q3 		$236K Sell
5,033
-316
-6% -$15.4K ﹤0.01% 1282
2019
Q2 		$282K Sell
5,349
-228
-4% -$13K ﹤0.01% 1173
2019
Q1 		$340K Buy
5,577
+262
+5% +$15.2K ﹤0.01% 1160
2018
Q4 		$272K Sell
5,315
-41
-0.8% -$2.25K ﹤0.01% 1214
2018
Q3 		$300K Buy
5,356
+1,276
+31% +$70.4K ﹤0.01% 1295
2018
Q2 		$216K Buy
+4,080
New +$211K ﹤0.01% 1340
2017
Q2 		– Sell
-4,302
Closed -$256K – 1317
2017
Q1 		$256K Buy
4,302
+163
+4% +$9.6K ﹤0.01% 1145
2016
Q4 		$234K Buy
+4,139
New +$227K ﹤0.01% 1107
2016
Q3 		– Sell
-4,238
Closed -$241K – 1255
2016
Q2 		$241K Buy
+4,238
New +$229K ﹤0.01% 1072
2015
Q1 		– Sell
-2,927
Closed -$204K – 1163
2014
Q4 		$204K Sell
2,927
-307
-9% -$21.2K ﹤0.01% 992
2014
Q3 		$226K Buy
3,234
+440
+16% +$32.2K ﹤0.01% 939
2014
Q2 		$219K Sell
2,794
-91
-3% -$6.71K ﹤0.01% 799
2014
Q1 		$202K Buy
+2,885
New +$211K ﹤0.01% 808

Other funds holding NFG

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its National Fuel Gas (NFG) stake by 2.1% in Q3 2023, selling an estimated $8.06K and leaving 7,143 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

JP Morgan Private Wealth Advisors first reported a position in NFG in Q1 2014 and has held it in 28 quarters since. The position peaked at $1.22M in Q1 2022. 432 funds tracked by Wall St. Rank hold NFG as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 7,143 shares of National Fuel Gas worth $371K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 153 National Fuel Gas shares in Q3 2023, an estimated $8.06K.
  • National Fuel Gas made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1367 holding.
  • JP Morgan Private Wealth Advisors first reported a position in National Fuel Gas in Q1 2014 and has held it in 28 quarters since.
  • JP Morgan Private Wealth Advisors's National Fuel Gas position peaked at $1.22M in Q1 2022.
  • 432 funds tracked by Wall St. Rank held National Fuel Gas as of Q3 2023.

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