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JP Morgan Private Wealth Advisors’s Northern Oil and Gas NOG Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio NOG Stock Details NOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$320K Buy
7,966
+723
+10% +$28.5K ﹤0.01% 1445
2023
Q2 		$249K Buy
7,243
+143
+2% +$4.63K ﹤0.01% 1316
2023
Q1 		$215K Hold
7,100
– – ﹤0.01% 1803
2022
Q4 		$219K Buy
+7,100
New +$239K ﹤0.01% 1784
2022
Q2 		– Sell
-7,100
Closed -$200K – 1996
2022
Q1 		$200K Buy
+7,100
New +$174K ﹤0.01% 1912
2017
Q3 		– Sell
-1,160
Closed -$16K – 1267
2017
Q2 		$16K Hold
1,160
– – ﹤0.01% 1224
2017
Q1 		$30K Buy
1,160
+60
+5% +$1.84K ﹤0.01% 1321
2016
Q4 		$30K Hold
1,100
– – ﹤0.01% 1234
2016
Q3 		$29K Hold
1,100
– – ﹤0.01% 1219
2016
Q2 		$51K Hold
1,100
– – ﹤0.01% 1235
2016
Q1 		$44K Hold
1,100
– – ﹤0.01% 1196
2015
Q4 		$42K Hold
1,100
– – ﹤0.01% 1097
2015
Q3 		$49K Sell
1,100
-47
-4% -$2.41K ﹤0.01% 1024
2015
Q2 		$78K Buy
1,147
+47
+4% +$3.59K ﹤0.01% 1022
2015
Q1 		$85K Hold
1,100
– – ﹤0.01% 1096
2014
Q4 		$62K Sell
1,100
-98
-8% -$9.41K ﹤0.01% 1063
2014
Q3 		$170K Buy
1,198
+93
+8% +$14.9K ﹤0.01% 998
2014
Q2 		$180K Sell
1,105
-1
-0.1% -$152 ﹤0.01% 837
2014
Q1 		$162K Buy
1,106
+1
+0.1% +$145 ﹤0.01% 826
2013
Q4 		$167K Hold
1,105
– – ﹤0.01% 628
2013
Q3 		$159K Sell
1,105
-105
-9% -$14K ﹤0.01% 610
2013
Q2 		$161K Buy
+1,210
New +$164K ﹤0.01% 592

Other funds holding NOG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Northern Oil and Gas (NOG) stake by 10% in Q3 2023, buying an estimated $28.5K and bringing the position to 7,966 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

JP Morgan Private Wealth Advisors first reported a position in NOG in Q2 2013 and has held it in 22 quarters since. 320 funds tracked by Wall St. Rank hold NOG as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 7,966 shares of Northern Oil and Gas worth $320K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 723 Northern Oil and Gas shares in Q3 2023, an estimated $28.5K.
  • Northern Oil and Gas made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1445 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Northern Oil and Gas in Q2 2013 and has held it in 22 quarters since.
  • 320 funds tracked by Wall St. Rank held Northern Oil and Gas as of Q3 2023.

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