JP Morgan Chase
EVEP

JP Morgan Chase’s EV Energy Partners, L.P. EVEP Stock Holding History

JP Morgan Chase’s Portfolio EVEP Stock Details EVEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-104,046
Closed -$154K – 5418
2017
Q1 		$154K Sell
104,046
-3,211
-3% -$5.75K ﹤0.01% 4184
2016
Q4 		$224K Buy
107,257
+3,211
+3% +$6.65K ﹤0.01% 4137
2016
Q3 		$250K Buy
+104,046
New +$249K ﹤0.01% 3617
2016
Q2 		– Sell
-9,004
Closed -$17K – 5113
2016
Q1 		$17K Sell
9,004
-1,672
-16% -$3.61K ﹤0.01% 4131
2015
Q4 		$30K Sell
10,676
-247,165
-96% -$1.1M ﹤0.01% 4009
2015
Q3 		$1.55M Sell
257,841
-186,248
-42% -$1.63M ﹤0.01% 2877
2015
Q2 		$5.08M Buy
444,089
+3,353
+0.8% +$49.6K ﹤0.01% 2379
2015
Q1 		$5.88M Sell
440,736
-878,628
-67% -$13.5M ﹤0.01% 2240
2014
Q4 		$25.4M Sell
1,319,364
-94,667
-7% -$2.72M 0.01% 1319
2014
Q3 		$50.2M Sell
1,414,031
-30,554
-2% -$1.17M 0.01% 894
2014
Q2 		$57.2M Buy
1,444,585
+130,742
+10% +$4.73M 0.01% 791
2014
Q1 		$44M Sell
1,313,843
-21,685
-2% -$746K 0.01% 879
2013
Q4 		$45.3M Buy
1,335,528
+357,754
+37% +$12.6M 0.01% 865
2013
Q3 		$36.3M Sell
977,774
-46,676
-5% -$1.78M 0.01% 976
2013
Q2 		$38.3M Buy
+1,024,450
New +$43.7M 0.01% 864

Other funds holding EVEP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

JP Morgan Chase's EVEP Position: Q2 2017 in Review

JP Morgan Chase sold out of EV Energy Partners, L.P. (EVEP) in Q2 2017, closing a stake of 104,046 shares — an estimated $154K sold.

JP Morgan Chase first reported a position in EVEP in Q2 2013 and held it in 15 quarters. The position peaked at $57.2M in Q2 2014. 37 funds tracked by Wall St. Rank hold EVEP as of Q2 2017.

  • JP Morgan Chase reported no remaining EV Energy Partners, L.P. position as of Q2 2017 after selling out during the quarter.
  • JP Morgan Chase sold 104,046 EV Energy Partners, L.P. shares in Q2 2017, an estimated $154K.
  • JP Morgan Chase first reported a position in EV Energy Partners, L.P. in Q2 2013 and held it in 15 quarters.
  • JP Morgan Chase's EV Energy Partners, L.P. position peaked at $57.2M in Q2 2014.
  • 37 funds tracked by Wall St. Rank held EV Energy Partners, L.P. as of Q2 2017.

Based on JP Morgan Chase's 13F filing for Q2 2017, filed 9 Aug 2017.