Everett Harris & Co’s JPMorgan Chase & Co. JPM.PRH Stock Holding History

Everett Harris & Co’s Portfolio JPM.PRH Stock Details JPM.PRH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-205,000	Closed	-$5.57M	–	238
2016 Q3	$5.57M	Hold	205,000	–	–	0.2%	58
2016 Q2	$5.48M	Hold	205,000	–	–	0.2%	58
2016 Q1	$5.35M	Hold	205,000	–	–	0.19%	55
2015 Q4	$5.31M	Hold	205,000	–	–	0.19%	57
2015 Q3	$5.13M	Buy	+205,000	New	+$5.12M	0.19%	60

Other funds holding JPM.PRH

ECM

Estabrook Capital Management New York $739M AUM 31.19% 1-Year Est. Return

KLWA

Kelly Lawrence W & Associates Pasadens, California $468M AUM 65.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Everett Harris & Co's JPM.PRH Position: Q4 2016 in Review

Everett Harris & Co sold out of JPMorgan Chase & Co. (JPM.PRH) in Q4 2016, closing a stake of 205,000 shares — an estimated $5.57M sold.

Everett Harris & Co first reported a position in JPM.PRH in Q3 2015 and held it in 5 quarters. The position peaked at $5.57M in Q3 2016. 3 funds tracked by Wall St. Rank hold JPM.PRH as of Q4 2016.

Everett Harris & Co reported no remaining JPMorgan Chase & Co. position as of Q4 2016 after selling out during the quarter.
Everett Harris & Co sold 205,000 JPMorgan Chase & Co. shares in Q4 2016, an estimated $5.57M.
Everett Harris & Co first reported a position in JPMorgan Chase & Co. in Q3 2015 and held it in 5 quarters.
Everett Harris & Co's JPMorgan Chase & Co. position peaked at $5.57M in Q3 2016.
3 funds tracked by Wall St. Rank held JPMorgan Chase & Co. as of Q4 2016.

Based on Everett Harris & Co's 13F filing for Q4 2016, filed 7 Feb 2017.