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JP Morgan Private Wealth Advisors’s Essential Utilities WTRG Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8,836
Closed -$353K – 1794
2023
Q2 		$353K Sell
8,836
-8,176
-48% -$343K ﹤0.01% 1172
2023
Q1 		$743K Buy
17,012
+352
+2% +$15.9K ﹤0.01% 1313
2022
Q4 		$795K Buy
16,660
+10,012
+151% +$453K ﹤0.01% 1259
2022
Q3 		$275K Buy
6,648
+138
+2% +$6.68K ﹤0.01% 1685
2022
Q2 		$298K Buy
6,510
+96
+1% +$4.46K ﹤0.01% 1652
2022
Q1 		$328K Sell
6,414
-182
-3% -$8.78K ﹤0.01% 1716
2021
Q4 		$354K Sell
6,596
-73
-1% -$3.54K ﹤0.01% 1681
2021
Q3 		$307K Sell
6,669
-138
-2% -$6.68K ﹤0.01% 1685
2021
Q2 		$311K Sell
6,807
-430
-6% -$20.2K ﹤0.01% 1664
2021
Q1 		$324K Buy
7,237
+103
+1% +$4.65K ﹤0.01% 1497
2020
Q4 		$337K Sell
7,134
-1,032
-13% -$45.8K ﹤0.01% 1454
2020
Q3 		$329K Sell
8,166
-12,743
-61% -$547K ﹤0.01% 1325
2020
Q2 		$883K Buy
20,909
+3,185
+18% +$135K ﹤0.01% 858
2020
Q1 		$721K Buy
17,724
+1,223
+7% +$57.7K ﹤0.01% 812
2019
Q4 		$775K Buy
16,501
+800
+5% +$36K ﹤0.01% 890
2019
Q3 		$704K Buy
15,701
+1,105
+8% +$47.4K ﹤0.01% 887
2019
Q2 		$604K Buy
14,596
+8,334
+133% +$324K ﹤0.01% 914
2019
Q1 		$228K Buy
+6,262
New +$221K ﹤0.01% 1330
2018
Q2 		– Sell
-6,196
Closed -$211K – 1530
2018
Q1 		$211K Sell
6,196
-14
-0.2% -$487 ﹤0.01% 1172
2017
Q4 		$244K Buy
+6,210
New +$226K ﹤0.01% 1119
2017
Q1 		– Sell
-6,696
Closed -$201K – 1372
2016
Q4 		$201K Sell
6,696
-2,089
-24% -$62.3K ﹤0.01% 1166
2016
Q3 		$268K Sell
8,785
-194
-2% -$6.29K ﹤0.01% 1039
2016
Q2 		$320K Buy
8,979
+232
+3% +$7.55K ﹤0.01% 951
2016
Q1 		$278K Sell
8,747
-1,250
-13% -$38.7K ﹤0.01% 984
2015
Q4 		$298K Buy
9,997
+1,262
+14% +$36.3K ﹤0.01% 861
2015
Q3 		$231K Sell
8,735
-623
-7% -$15.9K ﹤0.01% 887
2015
Q2 		$229K Buy
+9,358
New +$245K ﹤0.01% 933

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Essential Utilities (WTRG) in Q3 2023, closing a stake of 8,836 shares — an estimated $353K sold.

JP Morgan Private Wealth Advisors first reported a position in WTRG in Q2 2015 and held it in 27 quarters. The position peaked at $883K in Q2 2020. 582 funds tracked by Wall St. Rank hold WTRG as of Q3 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Essential Utilities position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 8,836 Essential Utilities shares in Q3 2023, an estimated $353K.
  • JP Morgan Private Wealth Advisors first reported a position in Essential Utilities in Q2 2015 and held it in 27 quarters.
  • JP Morgan Private Wealth Advisors's Essential Utilities position peaked at $883K in Q2 2020.
  • 582 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2023.

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