JP Morgan Private Wealth Advisors’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.77M | Buy |
+48,563
| New | +$2.94M | 0.01% | 641 |
|
|
2023
Q2 | – | Sell |
-42,065
| Closed | -$2.7M | – | 1759 |
|
|
2023
Q1 | $2.7M | Buy |
42,065
+16,616
| +65% | +$996K | 0.01% | 772 |
|
|
2022
Q4 | $1.45M | Sell |
25,449
-6,653
| -21% | -$356K | ﹤0.01% | 971 |
|
|
2022
Q3 | $1.53M | Sell |
32,102
-776
| -2% | -$46.7K | ﹤0.01% | 945 |
|
|
2022
Q2 | $1.97M | Sell |
32,878
-1,896
| -5% | -$125K | 0.01% | 863 |
|
|
2022
Q1 | $2.4M | Buy |
34,774
+2,875
| +9% | +$191K | 0.01% | 838 |
|
|
2021
Q4 | $2.08M | Sell |
31,899
-1,615
| -5% | -$94.8K | ﹤0.01% | 899 |
|
|
2021
Q3 | $1.77M | Sell |
33,514
-9,547
| -22% | -$548K | ﹤0.01% | 945 |
|
|
2021
Q2 | $2.44M | Buy |
43,061
+3,575
| +9% | +$203K | 0.01% | 802 |
|
|
2021
Q1 | $2.07M | Sell |
39,486
-5,497
| -12% | -$287K | 0.01% | 754 |
|
|
2020
Q4 | $2.35M | Buy |
44,983
+464
| +1% | +$24.6K | 0.01% | 677 |
|
|
2020
Q3 | $2.27M | Buy |
44,519
+851
| +2% | +$42.7K | 0.01% | 614 |
|
|
2020
Q2 | $2.35M | Sell |
43,668
-1,037
| -2% | -$52.5K | 0.01% | 539 |
|
|
2020
Q1 | $2.3M | Buy |
44,705
+647
| +1% | +$35.7K | 0.01% | 508 |
|
|
2019
Q4 | $2.44M | Buy |
44,058
+4,082
| +10% | +$210K | 0.01% | 578 |
|
|
2019
Q3 | $1.91M | Sell |
39,976
-2,247
| -5% | -$104K | 0.01% | 597 |
|
|
2019
Q2 | $1.99M | Sell |
42,223
-291
| -0.7% | -$13.7K | 0.01% | 591 |
|
|
2019
Q1 | $2.1M | Buy |
42,514
+8,892
| +26% | +$430K | 0.01% | 603 |
|
|
2018
Q4 | $1.43M | Sell |
33,622
-12,556
| -27% | -$587K | 0.01% | 645 |
|
|
2018
Q3 | $2.12M | Sell |
46,178
-69
| -0.1% | -$3.28K | 0.01% | 614 |
|
|
2018
Q2 | $2.28M | Buy |
46,247
+14,486
| +46% | +$732K | 0.01% | 577 |
|
|
2018
Q1 | $1.58M | Buy |
31,761
+25,841
| +437% | +$1.26M | 0.01% | 532 |
|
|
2017
Q4 | $307K | Sell |
5,920
-161
| -3% | -$8.59K | ﹤0.01% | 1047 |
|
|
2017
Q3 | $337K | Sell |
6,081
-413
| -6% | -$23.1K | ﹤0.01% | 985 |
|
|
2017
Q2 | $361K | Buy |
6,494
+758
| +13% | +$46.3K | ﹤0.01% | 946 |
|
|
2017
Q1 | $352K | Sell |
5,736
-1,610
| -22% | -$92.9K | ﹤0.01% | 1008 |
|
|
2016
Q4 | $413K | Sell |
7,346
-5,947
| -45% | -$352K | ﹤0.01% | 872 |
|
|
2016
Q3 | $912K | Sell |
13,293
-2,428
| -15% | -$168K | 0.01% | 610 |
|
|
2016
Q2 | $1.13M | Buy |
15,721
+1,487
| +10% | +$103K | 0.01% | 568 |
|
|
2016
Q1 | $981K | Buy |
14,234
+3,710
| +35% | +$248K | 0.01% | 560 |
|
|
2015
Q4 | $706K | Buy |
10,524
+4,376
| +71% | +$296K | 0.01% | 606 |
|
|
2015
Q3 | $413K | Sell |
6,148
-1,686
| -22% | -$108K | 0.01% | 679 |
|
|
2015
Q2 | $487K | Buy |
7,834
+815
| +12% | +$53.3K | 0.01% | 685 |
|
|
2015
Q1 | $437K | Buy |
+7,019
| New | +$462K | 0.01% | 765 |
|
Other funds holding NGG
RJA
JP Morgan Private Wealth Advisors's NGG Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in National Grid (NGG) in Q3 2023: 48,563 shares worth $2.77M. The stake represents 0.01% of the portfolio and ranks #641 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in NGG as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in NGG in Q1 2015 and has held it in 34 quarters since. 402 funds tracked by Wall St. Rank hold NGG as of Q3 2023.
- JP Morgan Private Wealth Advisors held 48,563 shares of National Grid worth $2.77M as of Q3 2023.
- National Grid was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- National Grid made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #641 holding.
- JP Morgan Private Wealth Advisors first reported a position in National Grid in Q1 2015 and has held it in 34 quarters since.
- 402 funds tracked by Wall St. Rank held National Grid as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.