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
2017
Q2 		– Sell
-250,000
Closed -$4.75M – 5401
2017
Q1 		$4.75M Hold
250,000
– – ﹤0.01% 2466
2016
Q4 		$6.37M Buy
+250,000
New +$6.09M ﹤0.01% 2259

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.