JP Morgan Chase
HEOP

JP Morgan Chase’s Heritage Oaks Bancorp HEOP Stock Holding History

JP Morgan Chase’s Portfolio HEOP Stock Details HEOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-27,490
Closed -$339K – 5451
2016
Q4 		$339K Buy
+27,490
New +$262K ﹤0.01% 3943
2016
Q3 		– Sell
-5,407
Closed -$43K – 5137
2016
Q2 		$43K Hold
5,407
– – ﹤0.01% 4094
2016
Q1 		$42K Buy
5,407
+5,006
+1,248% +$37.4K ﹤0.01% 3939
2015
Q4 		$3K Buy
+401
New +$3.37K ﹤0.01% 4501
2014
Q2 		– Sell
-12,015
Closed -$97K – 3775
2014
Q1 		$97K Sell
12,015
-2,443
-17% -$19.2K ﹤0.01% 3485
2013
Q4 		$108K Sell
14,458
-877
-6% -$6.19K ﹤0.01% 3895
2013
Q3 		$99K Buy
15,335
+1,346
+10% +$8.71K ﹤0.01% 4180
2013
Q2 		$86K Buy
+13,989
New +$80.4K ﹤0.01% 4187

Other funds holding HEOP

PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

JP Morgan Chase's HEOP Position: Q1 2017 in Review

JP Morgan Chase sold out of Heritage Oaks Bancorp (HEOP) in Q1 2017, closing a stake of 27,490 shares — an estimated $339K sold.

JP Morgan Chase first reported a position in HEOP in Q2 2013 and held it in 8 quarters. The position peaked at $339K in Q4 2016. 71 funds tracked by Wall St. Rank hold HEOP as of Q1 2017.

  • JP Morgan Chase reported no remaining Heritage Oaks Bancorp position as of Q1 2017 after selling out during the quarter.
  • JP Morgan Chase sold 27,490 Heritage Oaks Bancorp shares in Q1 2017, an estimated $339K.
  • JP Morgan Chase first reported a position in Heritage Oaks Bancorp in Q2 2013 and held it in 8 quarters.
  • JP Morgan Chase's Heritage Oaks Bancorp position peaked at $339K in Q4 2016.
  • 71 funds tracked by Wall St. Rank held Heritage Oaks Bancorp as of Q1 2017.

Based on JP Morgan Chase's 13F filing for Q1 2017, filed 10 May 2017.