JP Morgan Chase
PHIIK

JP Morgan Chase’s PHI, Inc. Non-Voting Common Stock PHIIK Stock Holding History

JP Morgan Chase’s Portfolio PHIIK Stock Details PHIIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-9,070
Closed -$17K – 6285
2018
Q4 		$17K Sell
9,070
-18,572
-67% -$108K ﹤0.01% 5355
2018
Q3 		$258K Sell
27,642
-27,260
-50% -$238K ﹤0.01% 4588
2018
Q2 		$558K Buy
54,902
+4,552
+9% +$52.6K ﹤0.01% 4122
2018
Q1 		$515K Sell
50,350
-4,479
-8% -$49.5K ﹤0.01% 3995
2017
Q4 		$634K Buy
54,829
+2,729
+5% +$32.5K ﹤0.01% 3963
2017
Q3 		$615K Sell
52,100
-6,599
-11% -$71.7K ﹤0.01% 3747
2017
Q2 		$573K Sell
58,699
-10,029
-15% -$106K ﹤0.01% 3668
2017
Q1 		$823K Sell
68,728
-21,601
-24% -$327K ﹤0.01% 3504
2016
Q4 		$1.63M Buy
90,329
+22,754
+34% +$378K ﹤0.01% 3200
2016
Q3 		$1.23M Buy
67,575
+10,416
+18% +$198K ﹤0.01% 3032
2016
Q2 		$1.02M Buy
57,159
+959
+2% +$18.2K ﹤0.01% 3163
2016
Q1 		$1.06M Sell
56,200
-1,400
-2% -$24.6K ﹤0.01% 3043
2015
Q4 		$945K Sell
57,600
-2,900
-5% -$57.8K ﹤0.01% 3145
2015
Q3 		$1.14M Buy
60,500
+1,400
+2% +$36.4K ﹤0.01% 3040
2015
Q2 		$1.77M Buy
+59,100
New +$1.94M ﹤0.01% 2972
2013
Q4 		– Sell
-15,700
Closed -$592K – 4498
2013
Q3 		$592K Buy
15,700
+9,112
+138% +$331K ﹤0.01% 3546
2013
Q2 		$226K Buy
+6,588
New +$218K ﹤0.01% 3944

Other funds holding PHIIK

VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase's PHIIK Position: Q1 2019 in Review

JP Morgan Chase sold out of PHI, Inc. Non-Voting Common Stock (PHIIK) in Q1 2019, closing a stake of 9,070 shares — an estimated $17K sold.

JP Morgan Chase first reported a position in PHIIK in Q2 2013 and held it in 17 quarters. The position peaked at $1.77M in Q2 2015. 9 funds tracked by Wall St. Rank hold PHIIK as of Q1 2019.

  • JP Morgan Chase reported no remaining PHI, Inc. Non-Voting Common Stock position as of Q1 2019 after selling out during the quarter.
  • JP Morgan Chase sold 9,070 PHI, Inc. Non-Voting Common Stock shares in Q1 2019, an estimated $17K.
  • JP Morgan Chase first reported a position in PHI, Inc. Non-Voting Common Stock in Q2 2013 and held it in 17 quarters.
  • JP Morgan Chase's PHI, Inc. Non-Voting Common Stock position peaked at $1.77M in Q2 2015.
  • 9 funds tracked by Wall St. Rank held PHI, Inc. Non-Voting Common Stock as of Q1 2019.

Based on JP Morgan Chase's 13F filing for Q1 2019, filed 7 May 2019.