JP Morgan Chase
WR

JP Morgan Chase’s Westar Energy Inc WR Stock Holding History

JP Morgan Chase’s Portfolio WR Stock Details WR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-2,145,333
Closed -$113M – 5891
2018
Q1 		$113M Buy
2,145,333
+6,332
+0.3% +$320K 0.02% 590
2017
Q4 		$113M Sell
2,139,001
-110,976
-5% -$5.99M 0.02% 597
2017
Q3 		$112M Buy
2,249,977
+379,131
+20% +$19.3M 0.02% 579
2017
Q2 		$99.2M Sell
1,870,846
-332,019
-15% -$17.6M 0.02% 626
2017
Q1 		$120M Sell
2,202,865
-1,531,896
-41% -$83.4M 0.03% 561
2016
Q4 		$210M Sell
3,734,761
-424,782
-10% -$24.1M 0.05% 378
2016
Q3 		$236M Buy
4,159,543
+311,814
+8% +$17.2M 0.06% 331
2016
Q2 		$216M Sell
3,847,729
-1,548,476
-29% -$82M 0.05% 347
2016
Q1 		$268M Sell
5,396,205
-891,131
-14% -$39.7M 0.07% 303
2015
Q4 		$267M Sell
6,287,336
-119
-0% -$4.87K 0.07% 309
2015
Q3 		$242M Sell
6,287,455
-89,246
-1% -$3.3M 0.06% 313
2015
Q2 		$218M Buy
6,376,701
+348,775
+6% +$12.8M 0.05% 373
2015
Q1 		$234M Buy
6,027,926
+572,855
+11% +$23M 0.05% 369
2014
Q4 		$225M Sell
5,455,071
-830,792
-13% -$31.7M 0.05% 378
2014
Q3 		$214M Sell
6,285,863
-75,017
-1% -$2.72M 0.05% 392
2014
Q2 		$243M Sell
6,360,880
-107,611
-2% -$3.86M 0.06% 343
2014
Q1 		$227M Sell
6,468,491
-221,101
-3% -$7.44M 0.06% 326
2013
Q4 		$215M Buy
6,689,592
+27,611
+0.4% +$871K 0.06% 336
2013
Q3 		$204M Buy
6,661,981
+538,229
+9% +$17.2M 0.06% 325
2013
Q2 		$196M Buy
+6,123,752
New +$201M 0.06% 325

Other funds holding WR

N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return
AW
Alpha Windward Westwood, Massachusetts $137M AUM 11.18% 1-Year Est. Return

JP Morgan Chase's WR Position: Q2 2018 in Review

JP Morgan Chase sold out of Westar Energy Inc (WR) in Q2 2018, closing a stake of 2,145,333 shares — an estimated $113M sold.

JP Morgan Chase first reported a position in WR in Q2 2013 and held it in 20 quarters. The position peaked at $268M in Q1 2016. 4 funds tracked by Wall St. Rank hold WR as of Q2 2018.

  • JP Morgan Chase reported no remaining Westar Energy Inc position as of Q2 2018 after selling out during the quarter.
  • JP Morgan Chase sold 2,145,333 Westar Energy Inc shares in Q2 2018, an estimated $113M.
  • JP Morgan Chase first reported a position in Westar Energy Inc in Q2 2013 and held it in 20 quarters.
  • JP Morgan Chase's Westar Energy Inc position peaked at $268M in Q1 2016.
  • 4 funds tracked by Wall St. Rank held Westar Energy Inc as of Q2 2018.

Based on JP Morgan Chase's 13F filing for Q2 2018, filed 14 Aug 2018.