JP Morgan Chase
PRTY

JP Morgan Chase’s Party City Holdco Inc. PRTY Stock Holding History

JP Morgan Chase’s Portfolio PRTY Stock Details PRTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-222,000
Closed -$1.58M – 7154
2021
Q3 		$1.58M Buy
+222,000
New +$1.69M ﹤0.01% 3970
2020
Q2 		– Sell
-210,900
Closed -$97K – 5817
2020
Q1 		$97K Sell
210,900
-608,000
-74% -$1.25M ﹤0.01% 4525
2019
Q4 		$1.92M Buy
818,900
+148,900
+22% +$561K ﹤0.01% 3419
2019
Q3 		$3.83M Buy
+670,000
New +$3.82M ﹤0.01% 2910
2018
Q3 		– Sell
-202,000
Closed -$3.08M – 5897
2018
Q2 		$3.08M Sell
202,000
-448,000
-69% -$6.88M ﹤0.01% 3075
2018
Q1 		$10.1M Buy
650,000
+500,000
+333% +$7.56M ﹤0.01% 2025
2017
Q4 		$2.09M Buy
+150,000
New +$1.85M ﹤0.01% 3296

Other funds holding PRTY

SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return
MTIM
Marathon Trading Investment Management Radnor, Pennsylvania $3.67B AUM 21.97% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.28B AUM 38.1% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

JP Morgan Chase's PRTY Position: Q1 2023 in Review

JP Morgan Chase sold out of Party City Holdco Inc. (PRTY) in Q1 2023, closing a stake of 61,727 shares — an estimated $23K sold.

JP Morgan Chase first reported a position in PRTY in Q2 2015 and held it in 27 quarters. The position peaked at $32.2M in Q2 2021. 7 funds tracked by Wall St. Rank hold PRTY as of Q1 2023.

  • JP Morgan Chase reported no remaining Party City Holdco Inc. position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Chase sold 61,727 Party City Holdco Inc. shares in Q1 2023, an estimated $23K.
  • JP Morgan Chase first reported a position in Party City Holdco Inc. in Q2 2015 and held it in 27 quarters.
  • JP Morgan Chase's Party City Holdco Inc. position peaked at $32.2M in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Party City Holdco Inc. as of Q1 2023.

Based on JP Morgan Chase's 13F filing for Q1 2023, filed 11 May 2023.