JP Morgan Private Wealth Advisors
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JP Morgan Private Wealth Advisors’s Edgewell Personal Care EPC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio EPC Stock Details EPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-5,573
Closed -$245K – 1401
2019
Q1 		$245K Sell
5,573
-30,913
-85% -$1.29M ﹤0.01% 1296
2018
Q4 		$1.36M Buy
36,486
+29,928
+456% +$1.31M 0.01% 657
2018
Q3 		$303K Buy
6,558
+19
+0.3% +$1K ﹤0.01% 1289
2018
Q2 		$330K Sell
6,539
-1,694
-21% -$77.8K ﹤0.01% 1167
2018
Q1 		$402K Buy
8,233
+1,176
+17% +$63.4K ﹤0.01% 943
2017
Q4 		$419K Buy
7,057
+1,556
+28% +$97.9K ﹤0.01% 933
2017
Q3 		$400K Buy
5,501
+74
+1% +$5.46K ﹤0.01% 933
2017
Q2 		$413K Sell
5,427
-495
-8% -$36.4K ﹤0.01% 896
2017
Q1 		$434K Buy
5,922
+947
+19% +$72.1K ﹤0.01% 910
2016
Q4 		$363K Buy
4,975
+1,894
+61% +$146K ﹤0.01% 920
2016
Q3 		$245K Sell
3,081
-1,900
-38% -$153K ﹤0.01% 1066
2016
Q2 		$420K Buy
4,981
+1,891
+61% +$153K ﹤0.01% 843
2016
Q1 		$249K Sell
3,090
-96
-3% -$7.36K ﹤0.01% 1010
2015
Q4 		$250K Sell
3,186
-2,564
-45% -$208K ﹤0.01% 941
2015
Q3 		$469K Sell
5,750
-331
-5% -$30K 0.01% 639
2015
Q2 		$800K Sell
6,081
-2,741
-31% -$283K 0.01% 555
2015
Q1 		$903K Sell
8,822
-203
-2% -$20.1K 0.01% 553
2014
Q4 		$860K Sell
9,025
-1,998
-18% -$184K 0.01% 567
2014
Q3 		$1.01M Sell
11,023
-94
-0.8% -$8.41K 0.01% 512
2014
Q2 		$1.01M Buy
11,117
+8
+0.1% +$658 0.02% 409
2014
Q1 		$830K Buy
11,109
+208
+2% +$15.2K 0.02% 442
2013
Q4 		$875K Buy
10,901
+233
+2% +$17.7K 0.02% 369
2013
Q3 		$721K Buy
10,668
+6,160
+137% +$455K 0.02% 380
2013
Q2 		$336K Buy
+4,508
New +$328K 0.01% 478

Other funds holding EPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Armistice Capital
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Edgewell Personal Care (EPC) in Q2 2019, closing a stake of 5,573 shares — an estimated $245K sold.

JP Morgan Private Wealth Advisors first reported a position in EPC in Q2 2013 and held it in 24 quarters. The position peaked at $1.36M in Q4 2018. 250 funds tracked by Wall St. Rank hold EPC as of Q2 2019.

  • JP Morgan Private Wealth Advisors reported no remaining Edgewell Personal Care position as of Q2 2019 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 5,573 Edgewell Personal Care shares in Q2 2019, an estimated $245K.
  • JP Morgan Private Wealth Advisors first reported a position in Edgewell Personal Care in Q2 2013 and held it in 24 quarters.
  • JP Morgan Private Wealth Advisors's Edgewell Personal Care position peaked at $1.36M in Q4 2018.
  • 250 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2019.

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