JP Morgan Private Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.34M | Buy |
+23,611
| New | +$1.45M | ﹤0.01% | 878 |
|
|
2023
Q2 | – | Sell |
-36,133
| Closed | -$2.26M | – | 1792 |
|
|
2023
Q1 | $2.26M | Buy |
36,133
+1,026
| +3% | +$62.1K | ﹤0.01% | 837 |
|
|
2022
Q4 | $2.15M | Buy |
35,107
+2,714
| +8% | +$158K | ﹤0.01% | 812 |
|
|
2022
Q3 | $1.82M | Buy |
32,393
+9,775
| +43% | +$629K | ﹤0.01% | 878 |
|
|
2022
Q2 | $1.43M | Sell |
22,618
-4,664
| -17% | -$317K | ﹤0.01% | 966 |
|
|
2022
Q1 | $1.91M | Buy |
27,282
+48
| +0.2% | +$3.18K | ﹤0.01% | 918 |
|
|
2021
Q4 | $1.82M | Sell |
27,234
-428
| -2% | -$27.1K | ﹤0.01% | 951 |
|
|
2021
Q3 | $1.69M | Buy |
27,662
+2,433
| +10% | +$152K | ﹤0.01% | 964 |
|
|
2021
Q2 | $1.51M | Buy |
25,229
+4,241
| +20% | +$262K | ﹤0.01% | 1006 |
|
|
2021
Q1 | $1.26M | Sell |
20,988
-2,396
| -10% | -$138K | ﹤0.01% | 941 |
|
|
2020
Q4 | $1.36M | Buy |
23,384
+208
| +0.9% | +$12.1K | ﹤0.01% | 882 |
|
|
2020
Q3 | $1.27M | Buy |
23,176
+3,834
| +20% | +$203K | 0.01% | 793 |
|
|
2020
Q2 | $951K | Buy |
19,342
+2,901
| +18% | +$145K | ﹤0.01% | 830 |
|
|
2020
Q1 | $738K | Sell |
16,441
-4,401
| -21% | -$238K | ﹤0.01% | 807 |
|
|
2019
Q4 | $1.23M | Buy |
20,842
+4,747
| +29% | +$288K | 0.01% | 726 |
|
|
2019
Q3 | $999K | Sell |
16,095
-1,449
| -8% | -$86.5K | 0.01% | 751 |
|
|
2019
Q2 | $1.03M | Sell |
17,544
-2,140
| -11% | -$127K | 0.01% | 745 |
|
|
2019
Q1 | $1.17M | Buy |
19,684
+2,149
| +12% | +$120K | 0.01% | 743 |
|
|
2018
Q4 | $913K | Buy |
17,535
+386
| +2% | +$20.8K | 0.01% | 775 |
|
|
2018
Q3 | $905K | Sell |
17,149
-1,789
| -9% | -$93.4K | ﹤0.01% | 855 |
|
|
2018
Q2 | $1.03M | Buy |
18,938
+1,747
| +10% | +$89.8K | 0.01% | 764 |
|
|
2018
Q1 | $863K | Buy |
17,191
+2,392
| +16% | +$117K | 0.01% | 685 |
|
|
2017
Q4 | $762K | Sell |
14,799
-657
| -4% | -$33.1K | 0.01% | 736 |
|
|
2017
Q3 | $715K | Buy |
15,456
+1,184
| +8% | +$53.6K | 0.01% | 718 |
|
|
2017
Q2 | $614K | Buy |
14,272
+1,684
| +13% | +$74.4K | ﹤0.01% | 772 |
|
|
2017
Q1 | $558K | Buy |
12,588
+820
| +7% | +$36.2K | ﹤0.01% | 809 |
|
|
2016
Q4 | $517K | Sell |
11,768
-1,413
| -11% | -$58.9K | ﹤0.01% | 793 |
|
|
2016
Q3 | $552K | Sell |
13,181
-14
| -0.1% | -$617 | 0.01% | 757 |
|
|
2016
Q2 | $615K | Buy |
13,195
+4,122
| +45% | +$187K | 0.01% | 717 |
|
|
2016
Q1 | $428K | Sell |
9,073
-142
| -2% | -$6.03K | ﹤0.01% | 793 |
|
|
2015
Q4 | $357K | Sell |
9,215
-421
| -4% | -$16.9K | ﹤0.01% | 801 |
|
|
2015
Q3 | $406K | Sell |
9,636
-286
| -3% | -$11.7K | 0.01% | 689 |
|
|
2015
Q2 | $390K | Buy |
9,922
+1,125
| +13% | +$46.7K | ﹤0.01% | 761 |
|
|
2015
Q1 | $369K | Buy |
8,797
+129
| +1% | +$5.39K | ﹤0.01% | 820 |
|
|
2014
Q4 | $359K | Buy |
+8,668
| New | +$349K | ﹤0.01% | 818 |
|
|
2014
Q3 | – | Sell |
-5,470
| Closed | -$223K | – | 1096 |
|
|
2014
Q2 | $223K | Buy |
+5,470
| New | +$212K | ﹤0.01% | 791 |
|
Other funds holding PEG
JP Morgan Private Wealth Advisors's PEG Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Public Service Enterprise Group (PEG) in Q3 2023: 23,611 shares worth $1.34M. The stake represents ﹤0.01% of the portfolio and ranks #878 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in PEG as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in PEG in Q2 2014 and has held it in 36 quarters since. The position peaked at $2.26M in Q1 2023. 927 funds tracked by Wall St. Rank hold PEG as of Q3 2023.
- JP Morgan Private Wealth Advisors held 23,611 shares of Public Service Enterprise Group worth $1.34M as of Q3 2023.
- Public Service Enterprise Group was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Public Service Enterprise Group made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #878 holding.
- JP Morgan Private Wealth Advisors first reported a position in Public Service Enterprise Group in Q2 2014 and has held it in 36 quarters since.
- JP Morgan Private Wealth Advisors's Public Service Enterprise Group position peaked at $2.26M in Q1 2023.
- 927 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.