JP Morgan Private Wealth Advisors’s USA Compression Partners USAC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$5.35M	Buy	224,114 +14,000	+7%	+$293K	0.02%	490
2023 Q2	$4.15M	Sell	210,114 -3,558	-2%	-$71.5K	0.02%	372
2023 Q1	$4.51M	Sell	213,672 -34,766	-14%	-$715K	0.01%	615
2022 Q4	$4.85M	Sell	248,438 -7,380	-3%	-$136K	0.01%	584
2022 Q3	$4.45M	Buy	255,818 +320	+0.1%	+$5.66K	0.01%	586
2022 Q2	$4.27M	Buy	255,498 +10,000	+4%	+$179K	0.01%	613
2022 Q1	$4.32M	Buy	245,498 +65,598	+36%	+$1.12M	0.01%	664
2021 Q4	$3.14M	Buy	179,900 +33,500	+23%	+$535K	0.01%	757
2021 Q3	$2.43M	Buy	146,400 +8,400	+6%	+$132K	0.01%	826
2021 Q2	$2.27M	Hold	138,000	–	–	0.01%	820
2021 Q1	$2.11M	Buy	138,000 +15,000	+12%	+$220K	0.01%	746
2020 Q4	$1.67M	Hold	123,000	–	–	0.01%	809
2020 Q3	$1.23M	Buy	123,000 +44,000	+56%	+$496K	﹤0.01%	811
2020 Q2	$858K	Sell	79,000 -69,101	-47%	-$682K	﹤0.01%	871
2020 Q1	$838K	Buy	148,101 +50,447	+52%	+$671K	﹤0.01%	766
2019 Q4	$1.77M	Buy	97,654 +7,919	+9%	+$135K	0.01%	637
2019 Q3	$1.55M	Buy	89,735 +6,155	+7%	+$104K	0.01%	635
2019 Q2	$1.49M	Buy	83,580 +21,980	+36%	+$377K	0.01%	653
2019 Q1	$962K	Buy	61,600 +25,600	+71%	+$389K	0.01%	811
2018 Q4	$467K	Sell	36,000 -56,388	-61%	-$838K	﹤0.01%	996
2018 Q3	$1.53M	Hold	92,388	–	–	0.01%	687
2018 Q2	$1.55M	Buy	92,388 +678	+0.7%	+$12.1K	0.01%	654
2018 Q1	$1.55M	Buy	+91,710	New	+$1.63M	0.01%	536

Other funds holding USAC

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its USA Compression Partners (USAC) stake by 6.7% in Q3 2023, buying an estimated $293K and bringing the position to 224,114 shares worth $5.35M. The position accounts for 0.02% of the portfolio, ranked #490.

JP Morgan Private Wealth Advisors first reported a position in USAC in Q1 2018 and has held it in 23 quarters since. 83 funds tracked by Wall St. Rank hold USAC as of Q3 2023.

JP Morgan Private Wealth Advisors held 224,114 shares of USA Compression Partners worth $5.35M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 14,000 USA Compression Partners shares in Q3 2023, an estimated $293K.
USA Compression Partners made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #490 holding.
JP Morgan Private Wealth Advisors first reported a position in USA Compression Partners in Q1 2018 and has held it in 23 quarters since.
83 funds tracked by Wall St. Rank held USA Compression Partners as of Q3 2023.

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