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
2015
Q4 		– Sell
-55,000
Closed -$330K – 4886
2015
Q3 		$330K Hold
55,000
– – ﹤0.01% 3559
2015
Q2 		$629K Buy
+55,000
New +$813K ﹤0.01% 3481

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.