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 $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FCBT

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

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

JP Morgan Private Wealth Advisors held its NGL Energy Partners (NGL) position steady in Q3 2023 at 15,000 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

JP Morgan Private Wealth Advisors first reported a position in NGL in Q3 2014 and has held it in 16 quarters since. The position peaked at $10.8M in Q3 2014. 79 funds tracked by Wall St. Rank hold NGL as of Q3 2023.

JP Morgan Private Wealth Advisors held 15,000 shares of NGL Energy Partners worth $58K as of Q3 2023.
JP Morgan Private Wealth Advisors left its NGL Energy Partners share count unchanged in Q3 2023.
NGL Energy Partners made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1699 holding.
JP Morgan Private Wealth Advisors first reported a position in NGL Energy Partners in Q3 2014 and has held it in 16 quarters since.
JP Morgan Private Wealth Advisors's NGL Energy Partners position peaked at $10.8M in Q3 2014.
79 funds tracked by Wall St. Rank held NGL Energy Partners as of Q3 2023.

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