JP Morgan Chase’s Power REIT PW Stock Holding History

JP Morgan Chase’s Portfolio PW Stock Details PW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-195	Closed	-$20K	–	5631
2020 Q1	$20K	Buy	+195	New	+$19.7K	﹤0.01%	4953

Other funds holding PW

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

JP Morgan Chase's PW Position: Q2 2020 in Review

JP Morgan Chase sold out of Power REIT (PW) in Q2 2020, closing a stake of 195 shares — an estimated $20K sold.

JP Morgan Chase first reported a position in PW in Q1 2020 and held it in 1 quarter. The position peaked at $20K in Q1 2020. 16 funds tracked by Wall St. Rank hold PW as of Q2 2020.

JP Morgan Chase reported no remaining Power REIT position as of Q2 2020 after selling out during the quarter.
JP Morgan Chase sold 195 Power REIT shares in Q2 2020, an estimated $20K.
JP Morgan Chase first reported a position in Power REIT in Q1 2020 and held it in 1 quarter.
JP Morgan Chase's Power REIT position peaked at $20K in Q1 2020.
16 funds tracked by Wall St. Rank held Power REIT as of Q2 2020.

Based on JP Morgan Chase's 13F filing for Q2 2020, filed 11 Aug 2020.