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JP Morgan Private Wealth Advisors’s Western Midstream Partners WES Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio WES Stock Details WES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$988K Sell
36,270
-13,920
-28% -$378K ﹤0.01% 976
2023
Q2 		$1.33M Sell
50,190
-5,020
-9% -$132K 0.01% 684
2023
Q1 		$1.46M Buy
55,210
+12,325
+29% +$331K ﹤0.01% 998
2022
Q4 		$1.15M Buy
42,885
+504
+1% +$13.6K ﹤0.01% 1080
2022
Q3 		$1.07M Sell
42,381
-5,553
-12% -$148K ﹤0.01% 1101
2022
Q2 		$1.17M Sell
47,934
-1,613
-3% -$41.3K ﹤0.01% 1060
2022
Q1 		$1.25M Sell
49,547
-230
-0.5% -$5.67K ﹤0.01% 1105
2021
Q4 		$1.11M Buy
49,777
+1,689
+4% +$36.1K ﹤0.01% 1193
2021
Q3 		$1.01M Hold
48,088
– – ﹤0.01% 1206
2021
Q2 		$1.03M Sell
48,088
-15,546
-24% -$322K ﹤0.01% 1185
2021
Q1 		$1.18M Sell
63,634
-11,377
-15% -$194K ﹤0.01% 967
2020
Q4 		$1.04M Buy
75,011
+14,811
+25% +$170K ﹤0.01% 1000
2020
Q3 		$482K Buy
60,200
+32,316
+116% +$291K ﹤0.01% 1172
2020
Q2 		$280K Sell
27,884
-2,394
-8% -$19.8K ﹤0.01% 1337
2020
Q1 		$98K Sell
30,278
-233,963
-89% -$3.22M ﹤0.01% 1364
2019
Q4 		$5.2M Sell
264,241
-10,221
-4% -$212K 0.02% 412
2019
Q3 		$6.83M Sell
274,462
-71,723
-21% -$1.91M 0.04% 347
2019
Q2 		$10.7M Sell
346,185
-5,847
-2% -$180K 0.06% 273
2019
Q1 		$11M Buy
352,032
+307,320
+687% +$9.76M 0.06% 272
2018
Q4 		$1.24M Sell
44,712
-18,543
-29% -$557K 0.01% 692
2018
Q3 		$1.89M Sell
63,255
-416
-0.7% -$14.6K 0.01% 644
2018
Q2 		$2.28M Buy
63,671
+56,953
+848% +$2M 0.01% 579
2018
Q1 		$223K Buy
+6,718
New +$256K ﹤0.01% 1152

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Western Midstream Partners (WES) stake by 28% in Q3 2023, selling an estimated $378K and leaving 36,270 shares worth $988K. The position accounts for ﹤0.01% of the portfolio, ranked #976.

JP Morgan Private Wealth Advisors first reported a position in WES in Q1 2018 and has held it in 23 quarters since. The position peaked at $11M in Q1 2019. 191 funds tracked by Wall St. Rank hold WES as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 36,270 shares of Western Midstream Partners worth $988K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 13,920 Western Midstream Partners shares in Q3 2023, an estimated $378K.
  • Western Midstream Partners made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #976 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Western Midstream Partners in Q1 2018 and has held it in 23 quarters since.
  • JP Morgan Private Wealth Advisors's Western Midstream Partners position peaked at $11M in Q1 2019.
  • 191 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2023.

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