JP Morgan Chase
USDP

JP Morgan Chase’s USD PARTNERS LP USDP Stock Holding History

JP Morgan Chase’s Portfolio USDP Stock Details USDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-136,293
Closed -$81.8K – 8053
2023
Q3 		$81.8K Sell
136,293
-1,509
-1% -$1.08K ﹤0.01% 5605
2023
Q2 		$136K Sell
137,802
-271,399
-66% -$538K ﹤0.01% 5305
2023
Q1 		$1.23M Sell
409,201
-14,512
-3% -$48.9K ﹤0.01% 3893
2022
Q4 		$1.34M Sell
423,713
-52,114
-11% -$198K ﹤0.01% 3860
2022
Q3 		$1.91M Sell
475,827
-3,059
-0.6% -$15.3K ﹤0.01% 3506
2022
Q2 		$2.49M Sell
478,886
-33,312
-7% -$199K ﹤0.01% 3362
2022
Q1 		$3.08M Buy
512,198
+199,696
+64% +$1.14M ﹤0.01% 3411
2021
Q4 		$1.65M Sell
312,502
-84,172
-21% -$493K ﹤0.01% 3999
2021
Q3 		$2.48M Sell
396,674
-24,229
-6% -$162K ﹤0.01% 3610
2021
Q2 		$3.18M Sell
420,903
-9,561
-2% -$60.2K ﹤0.01% 3430
2021
Q1 		$2.52M Sell
430,464
-82,622
-16% -$411K ﹤0.01% 3532
2020
Q4 		$1.75M Buy
513,086
+25,390
+5% +$84.5K ﹤0.01% 3573
2020
Q3 		$1.56M Buy
487,696
+12,455
+3% +$41.2K ﹤0.01% 3396
2020
Q2 		$1.52M Buy
475,241
+76,532
+19% +$248K ﹤0.01% 3283
2020
Q1 		$1.15M Buy
398,709
+13,242
+3% +$109K ﹤0.01% 3316
2019
Q4 		$3.82M Buy
385,467
+11,600
+3% +$115K ﹤0.01% 2902
2019
Q3 		$3.91M Buy
373,867
+51,345
+16% +$561K ﹤0.01% 2898
2019
Q2 		$3.61M Sell
322,522
-7,775
-2% -$84.9K ﹤0.01% 2899
2019
Q1 		$3.57M Buy
330,297
+4,627
+1% +$50.9K ﹤0.01% 2872
2018
Q4 		$3.4M Buy
+325,670
New +$3.39M ﹤0.01% 2869
2017
Q2 		– Sell
-720
Closed -$9K – 5297
2017
Q1 		$9K Buy
+720
New +$10.2K ﹤0.01% 4831
2016
Q3 		– Sell
-5,500
Closed -$53K – 4882
2016
Q2 		$53K Buy
5,500
+5,100
+1,275% +$49.8K ﹤0.01% 4040
2016
Q1 		$3K Buy
+400
New +$2.79K ﹤0.01% 4476

Other funds holding USDP

BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return

JP Morgan Chase's USDP Position: Q4 2023 in Review

JP Morgan Chase sold out of USD PARTNERS LP (USDP) in Q4 2023, closing a stake of 136,293 shares — an estimated $81.8K sold.

JP Morgan Chase first reported a position in USDP in Q1 2016 and held it in 23 quarters. The position peaked at $3.91M in Q3 2019. 4 funds tracked by Wall St. Rank hold USDP as of Q4 2023.

  • JP Morgan Chase reported no remaining USD PARTNERS LP position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 136,293 USD PARTNERS LP shares in Q4 2023, an estimated $81.8K.
  • JP Morgan Chase first reported a position in USD PARTNERS LP in Q1 2016 and held it in 23 quarters.
  • JP Morgan Chase's USD PARTNERS LP position peaked at $3.91M in Q3 2019.
  • 4 funds tracked by Wall St. Rank held USD PARTNERS LP as of Q4 2023.

Based on JP Morgan Chase's 13F filing for Q4 2023, filed 12 Feb 2024.