JP Morgan Private Wealth Advisors’s Reaves Utility Income Fund UTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-7,098	Closed	-$201K	–	1901
2023 Q1	$201K	Buy	+7,098	New	+$204K	﹤0.01%	1834
2022 Q2	–	Sell	-5,788	Closed	-$200K	–	2030
2022 Q1	$200K	Buy	5,788 +40	+0.7%	+$1.33K	﹤0.01%	1913
2021 Q4	$202K	Buy	+5,748	New	+$194K	﹤0.01%	1909
2017 Q1	–	Sell	-7,843	Closed	-$241K	–	1369
2016 Q4	$241K	Hold	7,843	–	–	﹤0.01%	1096
2016 Q3	$240K	Buy	+7,843	New	+$245K	﹤0.01%	1075
2016 Q2	–	Sell	-8,493	Closed	-$255K	–	1318
2016 Q1	$255K	Buy	+8,493	New	+$233K	﹤0.01%	1003

Other funds holding UTG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

JP Morgan Private Wealth Advisors's UTG Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Reaves Utility Income Fund (UTG) in Q2 2023, closing a stake of 7,098 shares — an estimated $201K sold.

JP Morgan Private Wealth Advisors first reported a position in UTG in Q1 2016 and held it in 6 quarters. The position peaked at $255K in Q1 2016. 149 funds tracked by Wall St. Rank hold UTG as of Q2 2023.

JP Morgan Private Wealth Advisors reported no remaining Reaves Utility Income Fund position as of Q2 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 7,098 Reaves Utility Income Fund shares in Q2 2023, an estimated $201K.
JP Morgan Private Wealth Advisors first reported a position in Reaves Utility Income Fund in Q1 2016 and held it in 6 quarters.
JP Morgan Private Wealth Advisors's Reaves Utility Income Fund position peaked at $255K in Q1 2016.
149 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.