JMPWA
XIFR

JP Morgan Private Wealth Advisors’s XPLR Infrastructure LP XIFR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio XIFR Stock Details XIFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$738K Sell
24,838
-77,372
-76% -$3.92M ﹤0.01% 1092
2023
Q2 		$5.99M Sell
102,210
-17,497
-15% -$1.05M 0.03% 307
2023
Q1 		$7.27M Sell
119,707
-645
-0.5% -$44.4K 0.02% 500
2022
Q4 		$8.44M Buy
120,352
+5,715
+5% +$428K 0.02% 459
2022
Q3 		$8.29M Buy
114,637
+86,033
+301% +$6.89M 0.02% 434
2022
Q2 		$2.12M Buy
28,604
+12,238
+75% +$878K 0.01% 830
2022
Q1 		$1.36M Sell
16,366
-2,640
-14% -$203K ﹤0.01% 1070
2021
Q4 		$1.6M Buy
19,006
+239
+1% +$20K ﹤0.01% 1008
2021
Q3 		$1.41M Buy
18,767
+1,893
+11% +$148K ﹤0.01% 1048
2021
Q2 		$1.29M Sell
16,874
-583
-3% -$41.7K ﹤0.01% 1080
2021
Q1 		$1.27M Sell
17,457
-2,951
-14% -$227K ﹤0.01% 938
2020
Q4 		$1.37M Buy
20,408
+2,446
+14% +$158K ﹤0.01% 880
2020
Q3 		$1.08M Buy
17,962
+6,698
+59% +$396K ﹤0.01% 859
2020
Q2 		$578K Sell
11,264
-1,122
-9% -$54.3K ﹤0.01% 1020
2020
Q1 		$533K Buy
12,386
+1,024
+9% +$54.3K ﹤0.01% 910
2019
Q4 		$598K Buy
11,362
+299
+3% +$15.6K ﹤0.01% 979
2019
Q3 		$585K Sell
11,063
-423
-4% -$21.3K ﹤0.01% 946
2019
Q2 		$554K Sell
11,486
-12
-0.1% -$556 ﹤0.01% 944
2019
Q1 		$536K Buy
11,498
+167
+1% +$7.25K ﹤0.01% 1009
2018
Q4 		$488K Sell
11,331
-6,151
-35% -$280K ﹤0.01% 982
2018
Q3 		$848K Sell
17,482
-428
-2% -$20.3K ﹤0.01% 881
2018
Q2 		$836K Buy
+17,910
New +$766K ﹤0.01% 829

Other funds holding XIFR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
MGIM
M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its XPLR Infrastructure LP (XIFR) stake by 76% in Q3 2023, selling an estimated $3.92M and leaving 24,838 shares worth $738K. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

JP Morgan Private Wealth Advisors first reported a position in XIFR in Q2 2018 and has held it in 22 quarters since. The position peaked at $8.44M in Q4 2022. 347 funds tracked by Wall St. Rank hold XIFR as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 24,838 shares of XPLR Infrastructure LP worth $738K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 77,372 XPLR Infrastructure LP shares in Q3 2023, an estimated $3.92M.
  • XPLR Infrastructure LP made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1092 holding.
  • JP Morgan Private Wealth Advisors first reported a position in XPLR Infrastructure LP in Q2 2018 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's XPLR Infrastructure LP position peaked at $8.44M in Q4 2022.
  • 347 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q3 2023.

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