JP Morgan Chase
EEP

JP Morgan Chase’s Enbridge Energy Partners EEP Stock Holding History

JP Morgan Chase’s Portfolio EEP Stock Details EEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-5,233,967
Closed -$57.5M – 6095
2018
Q3 		$57.5M Buy
5,233,967
+649,352
+14% +$7.3M 0.01% 946
2018
Q2 		$50.1M Buy
4,584,615
+636,097
+16% +$6.36M 0.01% 967
2018
Q1 		$38.1M Buy
3,948,518
+318,485
+9% +$4.19M 0.01% 1089
2017
Q4 		$50.1M Buy
3,630,033
+14,003
+0.4% +$204K 0.01% 981
2017
Q3 		$56.9M Buy
3,616,030
+172,684
+5% +$2.66M 0.01% 860
2017
Q2 		$55.1M Sell
3,443,346
-67,595
-2% -$1.17M 0.01% 864
2017
Q1 		$66.7M Buy
3,510,941
+324,526
+10% +$6.57M 0.02% 804
2016
Q4 		$81.2M Buy
3,186,415
+65,500
+2% +$1.6M 0.02% 666
2016
Q3 		$79.4M Sell
3,120,915
-259,781
-8% -$6.24M 0.02% 640
2016
Q2 		$78.4M Buy
3,380,696
+103,571
+3% +$2.19M 0.02% 640
2016
Q1 		$60M Sell
3,277,125
-333,924
-9% -$5.9M 0.02% 738
2015
Q4 		$83.3M Buy
3,611,049
+264,132
+8% +$6.61M 0.02% 613
2015
Q3 		$82.7M Sell
3,346,917
-544,511
-14% -$15.6M 0.02% 601
2015
Q2 		$130M Buy
3,891,428
+185,965
+5% +$6.85M 0.03% 516
2015
Q1 		$133M Buy
3,705,463
+594,958
+19% +$22.8M 0.03% 534
2014
Q4 		$124M Sell
3,110,505
-795,285
-20% -$29.8M 0.03% 560
2014
Q3 		$152M Sell
3,905,790
-225,342
-5% -$8.11M 0.04% 486
2014
Q2 		$153M Sell
4,131,132
-625,938
-13% -$19.3M 0.04% 453
2014
Q1 		$130M Sell
4,757,070
-89,215
-2% -$2.5M 0.04% 478
2013
Q4 		$145M Sell
4,846,285
-350,319
-7% -$10.5M 0.04% 429
2013
Q3 		$158M Buy
5,196,604
+108,105
+2% +$3.32M 0.05% 393
2013
Q2 		$155M Buy
+5,088,499
New +$152M 0.05% 378

Other funds holding EEP

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
HWM
Holloway Wealth Management Gainesville, Florida $350M AUM 10.13% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

JP Morgan Chase's EEP Position: Q4 2018 in Review

JP Morgan Chase sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 5,233,967 shares — an estimated $57.5M sold.

JP Morgan Chase first reported a position in EEP in Q2 2013 and held it in 22 quarters. The position peaked at $158M in Q3 2013. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • JP Morgan Chase reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • JP Morgan Chase sold 5,233,967 Enbridge Energy Partners shares in Q4 2018, an estimated $57.5M.
  • JP Morgan Chase first reported a position in Enbridge Energy Partners in Q2 2013 and held it in 22 quarters.
  • JP Morgan Chase's Enbridge Energy Partners position peaked at $158M in Q3 2013.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on JP Morgan Chase's 13F filing for Q4 2018, filed 11 Feb 2019.