JMPWA
SWN

JP Morgan Private Wealth Advisors’s Southwestern Energy Company SWN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SWN Stock Details SWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-10,000
Closed -$63K – 1996
2022
Q2 		$63K Sell
10,000
-10,587
-51% -$81.8K ﹤0.01% 1890
2022
Q1 		$148K Buy
+20,587
New +$104K ﹤0.01% 1941
2020
Q3 		– Sell
-30,508
Closed -$78K – 1634
2020
Q2 		$78K Buy
30,508
+542
+2% +$1.55K ﹤0.01% 1521
2020
Q1 		$51K Buy
29,966
+10,936
+57% +$19K ﹤0.01% 1388
2019
Q4 		$46K Hold
19,030
– – ﹤0.01% 1453
2019
Q3 		$37K Sell
19,030
-725
-4% -$1.55K ﹤0.01% 1413
2019
Q2 		$62K Buy
19,755
+478
+2% +$1.86K ﹤0.01% 1347
2019
Q1 		$90K Buy
19,277
+2,950
+18% +$12.7K ﹤0.01% 1421
2018
Q4 		$56K Sell
16,327
-3,105
-16% -$15.3K ﹤0.01% 1420
2018
Q3 		$99K Buy
19,432
+86
+0.4% +$456 ﹤0.01% 1527
2018
Q2 		$103K Hold
19,346
– – ﹤0.01% 1417
2018
Q1 		$84K Buy
19,346
+4,620
+31% +$20.7K ﹤0.01% 1235
2017
Q4 		$82K Hold
14,726
– – ﹤0.01% 1241
2017
Q3 		$90K Hold
14,726
– – ﹤0.01% 1199
2017
Q2 		$90K Sell
14,726
-62,944
-81% -$435K ﹤0.01% 1188
2017
Q1 		$635K Buy
+77,670
New +$672K ﹤0.01% 775
2016
Q1 		– Sell
-48,555
Closed -$346K – 1306
2015
Q4 		$346K Buy
+48,555
New +$476K ﹤0.01% 812
2015
Q3 		– Sell
-18,093
Closed -$411K – 1154
2015
Q2 		$411K Buy
18,093
+4,462
+33% +$114K ﹤0.01% 746
2015
Q1 		$316K Buy
13,631
+4,309
+46% +$107K ﹤0.01% 870
2014
Q4 		$254K Buy
+9,322
New +$299K ﹤0.01% 930

Other funds holding SWN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SWN Position: Q3 2022 in Review

JP Morgan Private Wealth Advisors sold out of Southwestern Energy Company (SWN) in Q3 2022, closing a stake of 10,000 shares — an estimated $63K sold.

JP Morgan Private Wealth Advisors first reported a position in SWN in Q4 2014 and held it in 20 quarters. The position peaked at $635K in Q1 2017. 472 funds tracked by Wall St. Rank hold SWN as of Q3 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Southwestern Energy Company position as of Q3 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,000 Southwestern Energy Company shares in Q3 2022, an estimated $63K.
  • JP Morgan Private Wealth Advisors first reported a position in Southwestern Energy Company in Q4 2014 and held it in 20 quarters.
  • JP Morgan Private Wealth Advisors's Southwestern Energy Company position peaked at $635K in Q1 2017.
  • 472 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.