JMPWA
HAPN

JP Morgan Private Wealth Advisors’s Happen Inc HAPN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio HAPN Stock Details HAPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-154,894
Closed -$2.39M – 1428
2019
Q1 		$2.39M Sell
154,894
-3,039
-2% -$46.9K 0.01% 572
2018
Q4 		$2.08M Sell
157,933
-6,033
-4% -$99.5K 0.01% 560
2018
Q3 		$3.18M Hold
163,966
– – 0.02% 524
2018
Q2 		$3.11M Buy
163,966
+683
+0.4% +$11.6K 0.02% 509
2018
Q1 		$2.86M Buy
163,283
+3,014
+2% +$58.1K 0.02% 422
2017
Q4 		$3.31M Sell
160,269
-239
-0.1% -$5.94K 0.02% 391
2017
Q3 		$4.89M Buy
160,508
+8,650
+6% +$249K 0.04% 318
2017
Q2 		$4.18M Buy
151,858
+53
+0% +$1.51K 0.03% 332
2017
Q1 		$4.17M Buy
151,805
+136
+0.1% +$3.87K 0.03% 334
2016
Q4 		$3.98M Buy
151,669
+1,725
+1% +$47.3K 0.03% 314
2016
Q3 		$4.63M Buy
149,944
+519
+0.3% +$13.5K 0.04% 291
2016
Q2 		$3.21M Buy
149,425
+136,535
+1,059% +$3.93M 0.03% 343
2016
Q1 		$535K Buy
+12,890
New +$541K 0.01% 739

Other funds holding HAPN

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SAMH
Shanda Asset Management Holdings Tortola,, British Virgin Islands $1.85B AUM 36.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NVPX
Norwest Venture Partners X Palo Alto, California $38.6M AUM 27.92% 1-Year Est. Return
FC
Foundation Capital Palo Alto, California $55.5M AUM 83.75% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Happen Inc (HAPN) in Q2 2019, closing a stake of 154,894 shares — an estimated $2.39M sold.

JP Morgan Private Wealth Advisors first reported a position in HAPN in Q1 2016 and held it in 13 quarters. The position peaked at $4.89M in Q3 2017. 116 funds tracked by Wall St. Rank hold HAPN as of Q2 2019.

  • JP Morgan Private Wealth Advisors reported no remaining Happen Inc position as of Q2 2019 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 154,894 Happen Inc shares in Q2 2019, an estimated $2.39M.
  • JP Morgan Private Wealth Advisors first reported a position in Happen Inc in Q1 2016 and held it in 13 quarters.
  • JP Morgan Private Wealth Advisors's Happen Inc position peaked at $4.89M in Q3 2017.
  • 116 funds tracked by Wall St. Rank held Happen Inc as of Q2 2019.

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