JP Morgan Private Wealth Advisors’s Chesapeake Utilities CPK Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CPK Stock Details CPK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-3,000	Closed	-$274K	–	1392
2019 Q1	$274K	Buy	+3,000	New	+$267K	﹤0.01%	1252
2018 Q4	–	Sell	-2,958	Closed	-$248K	–	1478
2018 Q3	$248K	Hold	2,958	–	–	﹤0.01%	1390
2018 Q2	$236K	Hold	2,958	–	–	﹤0.01%	1296
2018 Q1	$208K	Hold	2,958	–	–	﹤0.01%	1177
2017 Q4	$232K	Hold	2,958	–	–	﹤0.01%	1141
2017 Q3	$231K	Hold	2,958	–	–	﹤0.01%	1106
2017 Q2	$222K	Hold	2,958	–	–	﹤0.01%	1116
2017 Q1	$205K	Buy	+2,958	New	+$197K	﹤0.01%	1234

Other funds holding CPK

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CPK Position: Q2 2019 in Review

JP Morgan Private Wealth Advisors sold out of Chesapeake Utilities (CPK) in Q2 2019, closing a stake of 3,000 shares — an estimated $274K sold.

JP Morgan Private Wealth Advisors first reported a position in CPK in Q1 2017 and held it in 8 quarters. The position peaked at $274K in Q1 2019. 177 funds tracked by Wall St. Rank hold CPK as of Q2 2019.

JP Morgan Private Wealth Advisors reported no remaining Chesapeake Utilities position as of Q2 2019 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 3,000 Chesapeake Utilities shares in Q2 2019, an estimated $274K.
JP Morgan Private Wealth Advisors first reported a position in Chesapeake Utilities in Q1 2017 and held it in 8 quarters.
JP Morgan Private Wealth Advisors's Chesapeake Utilities position peaked at $274K in Q1 2019.
177 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.