JP Morgan Chase
OIL

JP Morgan Chase’s Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In OIL Stock Holding History

JP Morgan Chase’s Portfolio OIL Stock Details OIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-12,491
Closed -$91K – 5906
2018
Q1 		$91K Sell
12,491
-2,991
-19% -$20.9K ﹤0.01% 4619
2017
Q4 		$101K Buy
15,482
+182
+1% +$1.07K ﹤0.01% 4670
2017
Q3 		$82K Hold
15,300
– – ﹤0.01% 4355
2017
Q2 		$74K Sell
15,300
-12,075
-44% -$62.5K ﹤0.01% 4261
2017
Q1 		$153K Hold
27,375
– – ﹤0.01% 4187
2016
Q4 		$173K Sell
27,375
-4,091
-13% -$24.3K ﹤0.01% 4227
2016
Q3 		$183K Buy
31,466
+1,859
+6% +$10.5K ﹤0.01% 3722
2016
Q2 		$185K Buy
29,607
+6,117
+26% +$36.8K ﹤0.01% 3741
2016
Q1 		$121K Buy
23,490
+19,746
+527% +$101K ﹤0.01% 3720
2015
Q4 		$24K Buy
+3,744
New +$29K ﹤0.01% 4058
2014
Q2 		– Sell
-18,840
Closed -$451K – 3779
2014
Q1 		$451K Sell
18,840
-200
-1% -$4.63K ﹤0.01% 3170
2013
Q4 		$440K Sell
19,040
-3,672
-16% -$84.4K ﹤0.01% 3542
2013
Q3 		$550K Sell
22,712
-1,232
-5% -$30.7K ﹤0.01% 3589
2013
Q2 		$535K Buy
+23,944
New +$525K ﹤0.01% 3581

Other funds holding OIL

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

JP Morgan Chase's OIL Position: Q2 2018 in Review

JP Morgan Chase sold out of Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In (OIL) in Q2 2018, closing a stake of 12,491 shares — an estimated $91K sold.

JP Morgan Chase first reported a position in OIL in Q2 2013 and held it in 14 quarters. The position peaked at $550K in Q3 2013. 15 funds tracked by Wall St. Rank hold OIL as of Q2 2018.

  • JP Morgan Chase reported no remaining Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In position as of Q2 2018 after selling out during the quarter.
  • JP Morgan Chase sold 12,491 Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In shares in Q2 2018, an estimated $91K.
  • JP Morgan Chase first reported a position in Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In in Q2 2013 and held it in 14 quarters.
  • JP Morgan Chase's Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In position peaked at $550K in Q3 2013.
  • 15 funds tracked by Wall St. Rank held Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In as of Q2 2018.

Based on JP Morgan Chase's 13F filing for Q2 2018, filed 14 Aug 2018.