JP Morgan Private Wealth Advisors’s NexGen Energy NXE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$3.43M	Buy	+570,296	New	+$2.95M	0.01%	590

Other funds holding NXE

L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SCM

Segra Capital Management Palm Beach, Florida $496M AUM 19.93% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LHCM

Lloyd Harbor Capital Management Cold Spring Harbor, New York $245M AUM 141.83% 1-Year Est. Return

WCA

Waratah Capital Advisors Toronto, Ontario, Canada $2.94B AUM 66.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in NexGen Energy (NXE) in Q3 2023: 570,296 shares worth $3.43M. The stake represents 0.01% of the portfolio and ranks #590 among its holdings.

183 funds tracked by Wall St. Rank hold NXE as of Q3 2023.

JP Morgan Private Wealth Advisors held 570,296 shares of NexGen Energy worth $3.43M as of Q3 2023.
NexGen Energy was a new JP Morgan Private Wealth Advisors position in Q3 2023.
NexGen Energy made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #590 holding.
183 funds tracked by Wall St. Rank held NexGen Energy as of Q3 2023.

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