IP
JPM.PRD.CL

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

Intellectus Partners’s Portfolio JPM.PRD.CL Stock Details JPM.PRD.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-2,166
Closed -$55K – 769
2017
Q3 		$55K Hold
2,166
– – 0.02% 373
2017
Q2 		$56K Sell
2,166
-152
-7% -$3.89K 0.03% 355
2017
Q1 		$59K Buy
2,318
+77
+3% +$1.93K 0.03% 311
2016
Q4 		$55K Buy
+2,241
New +$56K 0.03% 303

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

Intellectus Partners sold out of JPMorgan Chase & Co. (JPM.PRD.CL) in Q4 2017, closing a stake of 2,166 shares — an estimated $55K sold.

Intellectus Partners first reported a position in JPM.PRD.CL in Q4 2016 and held it in 4 quarters. The position peaked at $59K in Q1 2017. 0 funds tracked by Wall St. Rank hold JPM.PRD.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 2,166 JPMorgan Chase & Co. shares in Q4 2017, an estimated $55K.
  • 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 $59K in Q1 2017.
  • 0 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.