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EHC
JPM.PRH
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
Shares
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
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26.64%
1-Year Est. Return
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$360M AUM
16.9%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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