JP Morgan Chase
PRT

JP Morgan Chase’s PermRock Royalty Trust Unit PRT Stock Holding History

JP Morgan Chase’s Portfolio PRT Stock Details PRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,983
Closed -$61K – 5880
2018
Q3 		$61K Buy
+4,983
New +$73.1K ﹤0.01% 5129

Other funds holding PRT

GFWEX
G.F.W. Energy X Dallas, Texas $15.3M AUM 35.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CPP
Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

JP Morgan Chase's PRT Position: Q4 2018 in Review

JP Morgan Chase sold out of PermRock Royalty Trust Unit (PRT) in Q4 2018, closing a stake of 4,983 shares — an estimated $61K sold.

JP Morgan Chase first reported a position in PRT in Q3 2018 and held it in 1 quarter. The position peaked at $61K in Q3 2018. 17 funds tracked by Wall St. Rank hold PRT as of Q4 2018.

  • JP Morgan Chase reported no remaining PermRock Royalty Trust Unit position as of Q4 2018 after selling out during the quarter.
  • JP Morgan Chase sold 4,983 PermRock Royalty Trust Unit shares in Q4 2018, an estimated $61K.
  • JP Morgan Chase first reported a position in PermRock Royalty Trust Unit in Q3 2018 and held it in 1 quarter.
  • JP Morgan Chase's PermRock Royalty Trust Unit position peaked at $61K in Q3 2018.
  • 17 funds tracked by Wall St. Rank held PermRock Royalty Trust Unit as of Q4 2018.

Based on JP Morgan Chase's 13F filing for Q4 2018, filed 11 Feb 2019.