JP Morgan Chase
UPL

JP Morgan Chase’s Ultra Petroleum Corp. Common Stock UPL Stock Holding History

JP Morgan Chase’s Portfolio UPL Stock Details UPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-400,000
Closed -$1.67M – 5802
2018
Q1 		$1.67M Buy
+400,000
New +$2.34M ﹤0.01% 3383
2015
Q1 		– Sell
-1,400,000
Closed -$18.4M – 4377
2014
Q4 		$18.4M Buy
1,400,000
+730,000
+109% +$14.7M ﹤0.01% 1539
2014
Q3 		$15.6M Buy
+670,000
New +$16.8M ﹤0.01% 1609

Other funds holding UPL

DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

JP Morgan Chase's UPL Position: Q3 2019 in Review

JP Morgan Chase sold out of Ultra Petroleum Corp. Common Stock (UPL) in Q3 2019, closing a stake of 1,638,543 shares — an estimated $312K sold.

JP Morgan Chase first reported a position in UPL in Q2 2013 and held it in 19 quarters. The position peaked at $39.2M in Q2 2013. 17 funds tracked by Wall St. Rank hold UPL as of Q3 2019.

  • JP Morgan Chase reported no remaining Ultra Petroleum Corp. Common Stock position as of Q3 2019 after selling out during the quarter.
  • JP Morgan Chase sold 1,638,543 Ultra Petroleum Corp. Common Stock shares in Q3 2019, an estimated $312K.
  • JP Morgan Chase first reported a position in Ultra Petroleum Corp. Common Stock in Q2 2013 and held it in 19 quarters.
  • JP Morgan Chase's Ultra Petroleum Corp. Common Stock position peaked at $39.2M in Q2 2013.
  • 17 funds tracked by Wall St. Rank held Ultra Petroleum Corp. Common Stock as of Q3 2019.

Based on JP Morgan Chase's 13F filing for Q3 2019, filed 12 Nov 2019.