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JP Morgan Private Wealth Advisors’s Hope Bancorp HOPE Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio HOPE Stock Details HOPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-10,339
Closed -$154K – 1470
2019
Q4 		$154K Buy
+10,339
New +$150K ﹤0.01% 1423

Other funds holding HOPE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Private Wealth Advisors's HOPE Position: Q1 2020 in Review

JP Morgan Private Wealth Advisors sold out of Hope Bancorp (HOPE) in Q1 2020, closing a stake of 10,339 shares — an estimated $154K sold.

JP Morgan Private Wealth Advisors first reported a position in HOPE in Q4 2019 and held it in 1 quarter. The position peaked at $154K in Q4 2019. 197 funds tracked by Wall St. Rank hold HOPE as of Q1 2020.

  • JP Morgan Private Wealth Advisors reported no remaining Hope Bancorp position as of Q1 2020 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,339 Hope Bancorp shares in Q1 2020, an estimated $154K.
  • JP Morgan Private Wealth Advisors first reported a position in Hope Bancorp in Q4 2019 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Hope Bancorp position peaked at $154K in Q4 2019.
  • 197 funds tracked by Wall St. Rank held Hope Bancorp as of Q1 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2020, filed 13 May 2020.