JP Morgan Chase
MVO

JP Morgan Chase’s MV Oil Trust MVO Stock Holding History

JP Morgan Chase’s Portfolio MVO Stock Details MVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,243
Closed -$8K – 5170
2016
Q4 		$8K Sell
1,243
-5,236
-81% -$30.9K ﹤0.01% 4826
2016
Q3 		$37K Buy
6,479
+1,379
+27% +$8.18K ﹤0.01% 4088
2016
Q2 		$32K Buy
+5,100
New +$27.1K ﹤0.01% 4136

Other funds holding MVO

RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
SIC
Shoker Investment Counsel Oxford, Ohio $337M AUM 24.9% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
IIC
Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

JP Morgan Chase sold out of MV Oil Trust (MVO) in Q1 2017, closing a stake of 1,243 shares — an estimated $8K sold.

JP Morgan Chase first reported a position in MVO in Q2 2016 and held it in 3 quarters. The position peaked at $37K in Q3 2016. 31 funds tracked by Wall St. Rank hold MVO as of Q1 2017.

  • JP Morgan Chase reported no remaining MV Oil Trust position as of Q1 2017 after selling out during the quarter.
  • JP Morgan Chase sold 1,243 MV Oil Trust shares in Q1 2017, an estimated $8K.
  • JP Morgan Chase first reported a position in MV Oil Trust in Q2 2016 and held it in 3 quarters.
  • JP Morgan Chase's MV Oil Trust position peaked at $37K in Q3 2016.
  • 31 funds tracked by Wall St. Rank held MV Oil Trust as of Q1 2017.

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