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JP Morgan Private Wealth Advisors’s Viper Energy VNOM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio VNOM Stock Details VNOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$429K Buy
15,400
+4,900
+47% +$135K ﹤0.01% 1306
2023
Q2 		$282K Hold
10,500
– – ﹤0.01% 1261
2023
Q1 		$294K Hold
10,500
– – ﹤0.01% 1689
2022
Q4 		$334K Hold
10,500
– – ﹤0.01% 1617
2022
Q3 		$301K Hold
10,500
– – ﹤0.01% 1644
2022
Q2 		$280K Sell
10,500
-114
-1% -$3.46K ﹤0.01% 1687
2022
Q1 		$314K Buy
10,614
+114
+1% +$3.15K ﹤0.01% 1729
2021
Q4 		$224K Hold
10,500
– – ﹤0.01% 1867
2021
Q3 		$229K Sell
10,500
-1,837
-15% -$34K ﹤0.01% 1800
2021
Q2 		$232K Buy
12,337
+277
+2% +$4.97K ﹤0.01% 1785
2021
Q1 		$176K Sell
12,060
-513
-4% -$7.87K ﹤0.01% 1703
2020
Q4 		$146K Buy
12,573
+2,073
+20% +$20.1K ﹤0.01% 1666
2020
Q3 		$79K Hold
10,500
– – ﹤0.01% 1568
2020
Q2 		$109K Sell
10,500
-8,932
-46% -$85.7K ﹤0.01% 1508
2020
Q1 		$129K Buy
19,432
+911
+5% +$16.6K ﹤0.01% 1346
2019
Q4 		$457K Buy
18,521
+9,306
+101% +$233K ﹤0.01% 1083
2019
Q3 		$255K Sell
9,215
-635
-6% -$18.9K ﹤0.01% 1253
2019
Q2 		$304K Buy
9,850
+630
+7% +$19.5K ﹤0.01% 1144
2019
Q1 		$306K Buy
9,220
+264
+3% +$8.46K ﹤0.01% 1200
2018
Q4 		$233K Buy
8,956
+2,590
+41% +$84.8K ﹤0.01% 1274
2018
Q3 		$268K Sell
6,366
-3,413
-35% -$125K ﹤0.01% 1358
2018
Q2 		$312K Buy
+9,779
New +$285K ﹤0.01% 1190

Other funds holding VNOM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Viper Energy (VNOM) stake by 47% in Q3 2023, buying an estimated $135K and bringing the position to 15,400 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #1306.

JP Morgan Private Wealth Advisors first reported a position in VNOM in Q2 2018 and has held it in 22 quarters since. The position peaked at $457K in Q4 2019. 205 funds tracked by Wall St. Rank hold VNOM as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 15,400 shares of Viper Energy worth $429K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 4,900 Viper Energy shares in Q3 2023, an estimated $135K.
  • Viper Energy made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1306 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Viper Energy in Q2 2018 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's Viper Energy position peaked at $457K in Q4 2019.
  • 205 funds tracked by Wall St. Rank held Viper Energy as of Q3 2023.

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