JP Morgan Chase
PDCE

JP Morgan Chase’s PDC Energy, Inc. PDCE Stock Holding History

JP Morgan Chase’s Portfolio PDCE Stock Details PDCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-503,293
Closed -$35.8M – 7860
2023
Q2 		$35.8M Sell
503,293
-153,227
-23% -$10.4M ﹤0.01% 1281
2023
Q1 		$42.1M Buy
656,520
+183,251
+39% +$11.9M 0.01% 1183
2022
Q4 		$30M Buy
473,269
+4,422
+0.9% +$308K ﹤0.01% 1380
2022
Q3 		$27.1M Sell
468,847
-110,208
-19% -$6.76M ﹤0.01% 1381
2022
Q2 		$35.7M Sell
579,055
-614,659
-51% -$44.5M 0.01% 1225
2022
Q1 		$86.8M Sell
1,193,714
-84,823
-7% -$5.25M 0.01% 903
2021
Q4 		$62.4M Buy
1,278,537
+64,688
+5% +$3.32M 0.01% 1099
2021
Q3 		$57.5M Buy
1,213,849
+172,693
+17% +$7.19M 0.01% 1106
2021
Q2 		$47.7M Sell
1,041,156
-299,840
-22% -$12.2M 0.01% 1245
2021
Q1 		$46.1M Sell
1,340,996
-126,947
-9% -$3.81M 0.01% 1197
2020
Q4 		$30.1M Buy
1,467,943
+328,825
+29% +$5.14M ﹤0.01% 1332
2020
Q3 		$14M Sell
1,139,118
-308,123
-21% -$4.39M ﹤0.01% 1761
2020
Q2 		$18M Buy
1,447,241
+948,348
+190% +$11.3M ﹤0.01% 1437
2020
Q1 		$3.1M Sell
498,893
-51,515
-9% -$928K ﹤0.01% 2638
2019
Q4 		$14.4M Buy
550,408
+362,102
+192% +$8.69M ﹤0.01% 1821
2019
Q3 		$5.23M Buy
188,306
+124,898
+197% +$3.75M ﹤0.01% 2673
2019
Q2 		$2.23M Sell
63,408
-73,459
-54% -$2.77M ﹤0.01% 3308
2019
Q1 		$5.57M Sell
136,867
-49,303
-26% -$1.8M ﹤0.01% 2503
2018
Q4 		$5.54M Sell
186,170
-194,416
-51% -$7.81M ﹤0.01% 2492
2018
Q3 		$18.6M Sell
380,586
-172,342
-31% -$9.55M ﹤0.01% 1716
2018
Q2 		$33.4M Buy
552,928
+372,102
+206% +$21.4M 0.01% 1222
2018
Q1 		$8.87M Buy
180,826
+20,242
+13% +$1.07M ﹤0.01% 2115
2017
Q4 		$8.28M Buy
160,584
+79,186
+97% +$3.75M ﹤0.01% 2273
2017
Q3 		$3.99M Sell
81,398
-14,868
-15% -$640K ﹤0.01% 2722
2017
Q2 		$4.15M Sell
96,266
-45,698
-32% -$2.41M ﹤0.01% 2597
2017
Q1 		$8.85M Buy
141,964
+22,122
+18% +$1.55M ﹤0.01% 2021
2016
Q4 		$8.7M Buy
119,842
+24,483
+26% +$1.68M ﹤0.01% 2021
2016
Q3 		$6.39M Buy
95,359
+20,460
+27% +$1.24M ﹤0.01% 2078
2016
Q2 		$4.31M Sell
74,899
-15,603
-17% -$926K ﹤0.01% 2381
2016
Q1 		$5.38M Sell
90,502
-8,606
-9% -$449K ﹤0.01% 2173
2015
Q4 		$5.29M Buy
99,108
+4,196
+4% +$241K ﹤0.01% 2196
2015
Q3 		$5.03M Sell
94,912
-5,525
-6% -$283K ﹤0.01% 2221
2015
Q2 		$5.39M Buy
100,437
+9,813
+11% +$554K ﹤0.01% 2349
2015
Q1 		$4.9M Buy
90,624
+7,754
+9% +$376K ﹤0.01% 2366
2014
Q4 		$3.42M Buy
82,870
+10,580
+15% +$427K ﹤0.01% 2646
2014
Q3 		$3.64M Buy
72,290
+23,640
+49% +$1.33M ﹤0.01% 2562
2014
Q2 		$3.07M Buy
48,650
+20,724
+74% +$1.3M ﹤0.01% 2322
2014
Q1 		$1.74M Buy
27,926
+18,841
+207% +$1.03M ﹤0.01% 2610
2013
Q4 		$483K Sell
9,085
-129,015
-93% -$7.88M ﹤0.01% 3509
2013
Q3 		$8.22M Buy
138,100
+72,221
+110% +$4.07M ﹤0.01% 1875
2013
Q2 		$3.39M Buy
+65,879
New +$3.19M ﹤0.01% 2405

Other funds holding PDCE

SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

JP Morgan Chase's PDCE Position: Q3 2023 in Review

JP Morgan Chase sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 503,293 shares — an estimated $35.8M sold.

JP Morgan Chase first reported a position in PDCE in Q2 2013 and held it in 41 quarters. The position peaked at $86.8M in Q1 2022. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • JP Morgan Chase reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Chase sold 503,293 PDC Energy, Inc. shares in Q3 2023, an estimated $35.8M.
  • JP Morgan Chase first reported a position in PDC Energy, Inc. in Q2 2013 and held it in 41 quarters.
  • JP Morgan Chase's PDC Energy, Inc. position peaked at $86.8M in Q1 2022.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on JP Morgan Chase's 13F filing for Q3 2023, filed 14 Nov 2023.