JP Morgan Chase’s Essential Utilities, Inc.6.00% Tangible Equity Units WTRU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-153,988
Closed -$9.42M 7244
2022
Q1
$9.42M Buy
153,988
+75,000
+95% +$4.36M ﹤0.01% 2434
2021
Q4
$5.15M Sell
78,988
-31,160
-28% -$1.85M ﹤0.01% 3024
2021
Q3
$6.32M Sell
110,148
-1,340
-1% -$80.3K ﹤0.01% 2837
2021
Q2
$6.38M Buy
111,488
+20,850
+23% +$1.23M ﹤0.01% 2839
2021
Q1
$15.9M Sell
90,638
-118,896
-57% -$6.91M ﹤0.01% 1951
2020
Q4
$13M Sell
209,534
-22,850
-10% -$1.32M ﹤0.01% 1981
2020
Q3
$12.4M Buy
232,384
+9,158
+4% +$519K ﹤0.01% 1866
2020
Q2
$12.6M Sell
223,226
-9,150
-4% -$518K ﹤0.01% 1718
2020
Q1
$12.4M Sell
232,376
-10,850
-4% -$673K ﹤0.01% 1576
2019
Q4
$15.2M Buy
243,226
+70,962
+41% +$4.29M ﹤0.01% 1784
2019
Q3
$10.4M Buy
+172,264
New +$10.1M ﹤0.01% 2112

JP Morgan Chase's WTRU Position: Q2 2022 in Review

JP Morgan Chase sold out of Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) in Q2 2022, closing a stake of 153,988 shares — an estimated $9.42M sold.

JP Morgan Chase first reported a position in WTRU in Q3 2019 and held it in 11 quarters. The position peaked at $15.9M in Q1 2021. 0 funds tracked by Wall St. Rank hold WTRU as of Q2 2022.

  • JP Morgan Chase reported no remaining Essential Utilities, Inc.6.00% Tangible Equity Units position as of Q2 2022 after selling out during the quarter.
  • JP Morgan Chase sold 153,988 Essential Utilities, Inc.6.00% Tangible Equity Units shares in Q2 2022, an estimated $9.42M.
  • JP Morgan Chase first reported a position in Essential Utilities, Inc.6.00% Tangible Equity Units in Q3 2019 and held it in 11 quarters.
  • JP Morgan Chase's Essential Utilities, Inc.6.00% Tangible Equity Units position peaked at $15.9M in Q1 2021.
  • 0 funds tracked by Wall St. Rank held Essential Utilities, Inc.6.00% Tangible Equity Units as of Q2 2022.

Based on JP Morgan Chase's 13F filing for Q2 2022, filed 11 Aug 2022.