IP
JPM.PRB.CL

Intellectus Partners’s JPMorgan Chase & Co. JPM.PRB.CL Stock Holding History

Intellectus Partners’s Portfolio JPM.PRB.CL Stock Details JPM.PRB.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-2,982
Closed -$80K – 751
2017
Q3 		$80K Hold
2,982
– – 0.03% 327
2017
Q2 		$80K Sell
2,982
-105
-3% -$2.87K 0.04% 309
2017
Q1 		$85K Sell
3,087
-413
-12% -$11.2K 0.04% 262
2016
Q4 		$94K Buy
+3,500
New +$95.5K 0.05% 238

Other funds holding JPM.PRB.CL

EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return
CW
Cobiz Wealth Denver, Colorado $506M AUM 11.06% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RAM
Roanoke Asset Management Jersey City, New Jersey $292M AUM 6.35% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

Intellectus Partners's JPM.PRB.CL Position: Q4 2017 in Review

Intellectus Partners sold out of JPMorgan Chase & Co. (JPM.PRB.CL) in Q4 2017, closing a stake of 2,982 shares — an estimated $80K sold.

Intellectus Partners first reported a position in JPM.PRB.CL in Q4 2016 and held it in 4 quarters. The position peaked at $94K in Q4 2016. 13 funds tracked by Wall St. Rank hold JPM.PRB.CL as of Q4 2017.

  • Intellectus Partners reported no remaining JPMorgan Chase & Co. position as of Q4 2017 after selling out during the quarter.
  • Intellectus Partners sold 2,982 JPMorgan Chase & Co. shares in Q4 2017, an estimated $80K.
  • Intellectus Partners first reported a position in JPMorgan Chase & Co. in Q4 2016 and held it in 4 quarters.
  • Intellectus Partners's JPMorgan Chase & Co. position peaked at $94K in Q4 2016.
  • 13 funds tracked by Wall St. Rank held JPMorgan Chase & Co. as of Q4 2017.

Based on Intellectus Partners's 13F filing for Q4 2017, filed 13 Feb 2018.