JP Morgan Chase’s Empire State Realty OP LP Series 250 FISK Stock Holding History

JP Morgan Chase’s Portfolio FISK Stock Details FISK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-3,418	Closed	-$32K	–	6742
2021 Q3	$32K	Hold	3,418	–	–	﹤0.01%	5945
2021 Q2	$41K	Sell	3,418 -3,700	-52%	-$43.4K	﹤0.01%	5789
2021 Q1	$79K	Hold	7,118	–	–	﹤0.01%	5434
2020 Q4	$65K	Buy	+7,118	New	+$57.2K	﹤0.01%	5095

Other funds holding FISK

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BIA

Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase's FISK Position: Q4 2021 in Review

JP Morgan Chase sold out of Empire State Realty OP LP Series 250 (FISK) in Q4 2021, closing a stake of 3,418 shares — an estimated $32K sold.

JP Morgan Chase first reported a position in FISK in Q4 2020 and held it in 4 quarters. The position peaked at $79K in Q1 2021. 6 funds tracked by Wall St. Rank hold FISK as of Q4 2021.

JP Morgan Chase reported no remaining Empire State Realty OP LP Series 250 position as of Q4 2021 after selling out during the quarter.
JP Morgan Chase sold 3,418 Empire State Realty OP LP Series 250 shares in Q4 2021, an estimated $32K.
JP Morgan Chase first reported a position in Empire State Realty OP LP Series 250 in Q4 2020 and held it in 4 quarters.
JP Morgan Chase's Empire State Realty OP LP Series 250 position peaked at $79K in Q1 2021.
6 funds tracked by Wall St. Rank held Empire State Realty OP LP Series 250 as of Q4 2021.

Based on JP Morgan Chase's 13F filing for Q4 2021, filed 10 Feb 2022.