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
2018 Q2	–	Sell	-843,600	Closed	-$13.2M	–	5753
2018 Q1	$13.2M	Sell	843,600 -880,000	-51%	-$13.3M	﹤0.01%	1834
2017 Q4	$24M	Buy	1,723,600 +1,343,600	+354%	+$16.5M	0.01%	1446
2017 Q3	$5.26M	Buy	+380,000	New	+$5.42M	﹤0.01%	2539

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 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.