JP Morgan Private Wealth Advisors’s NGL Energy Partners NGL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$58K	Hold	15,000	–	–	﹤0.01%	1699
2023 Q2	$58.4K	Hold	15,000	–	–	﹤0.01%	1453
2023 Q1	$43.5K	Hold	15,000	–	–	﹤0.01%	1914
2022 Q4	$18.1K	Hold	15,000	–	–	﹤0.01%	1916
2022 Q3	$20K	Buy	+15,000	New	+$22.8K	﹤0.01%	1908
2020 Q1	–	Sell	-44,261	Closed	-$502K	–	1501
2019 Q4	$502K	Sell	44,261 -2,328	-5%	-$25.9K	﹤0.01%	1051
2019 Q3	$648K	Sell	46,589 -8,955	-16%	-$126K	﹤0.01%	921
2019 Q2	$820K	Buy	55,544 +1,911	+4%	+$27.4K	﹤0.01%	809
2019 Q1	$752K	Buy	53,633 +18,880	+54%	+$233K	﹤0.01%	877
2018 Q4	$333K	Sell	34,753 -5,484	-14%	-$56.2K	﹤0.01%	1115
2018 Q3	$467K	Sell	40,237 -14,614	-27%	-$178K	﹤0.01%	1099
2018 Q2	$685K	Buy	+54,851	New	+$644K	﹤0.01%	896
2015 Q4	–	Sell	-400,000	Closed	-$7.99M	–	1195
2015 Q3	$7.99M	Buy	+400,000	New	+$10.2M	0.1%	185
2015 Q2	–	Sell	-275,026	Closed	-$7.21M	–	1112
2015 Q1	$7.21M	Hold	275,026	–	–	0.08%	213
2014 Q4	$7.7M	Hold	275,026	–	–	0.09%	205
2014 Q3	$10.8M	Buy	+275,026	New	+$11.7M	0.14%	165

Other funds holding NGL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

NBW Capital Boston, Massachusetts $464M AUM 21.25% 1-Year Est. Return