JMPWA
IPCC

JP Morgan Private Wealth Advisors’s Infinity Property & Casualty C IPCC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IPCC Stock Details IPCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-16,227
Closed -$2.31M – 1642
2018
Q2 		$2.31M Sell
16,227
-81
-0.5% -$11K 0.01% 574
2018
Q1 		$1.93M Buy
16,308
+163
+1% +$18K 0.01% 491
2017
Q4 		$1.71M Buy
16,145
+580
+4% +$58.9K 0.01% 522
2017
Q3 		$1.47M Hold
15,565
– – 0.01% 533
2017
Q2 		$1.46M Sell
15,565
-82
-0.5% -$7.83K 0.01% 525
2017
Q1 		$1.49M Sell
15,647
-799
-5% -$72.5K 0.01% 535
2016
Q4 		$1.45M Buy
16,446
+860
+6% +$73K 0.01% 504
2016
Q3 		$1.29M Sell
15,586
-267
-2% -$22.1K 0.01% 530
2016
Q2 		$1.28M Sell
15,853
-378
-2% -$29.5K 0.01% 536
2016
Q1 		$1.31M Buy
16,231
+82
+0.5% +$6.41K 0.01% 495
2015
Q4 		$1.33M Buy
16,149
+902
+6% +$74K 0.01% 459
2015
Q3 		$1.23M Sell
15,247
-44
-0.3% -$3.42K 0.02% 427
2015
Q2 		$1.16M Hold
15,291
– – 0.01% 478
2015
Q1 		$1.25M Hold
15,291
– – 0.01% 473
2014
Q4 		$1.18M Buy
15,291
+790
+5% +$56.5K 0.01% 494
2014
Q3 		$928K Hold
14,501
– – 0.01% 533
2014
Q2 		$975K Sell
14,501
-98
-0.7% -$6.41K 0.02% 417
2014
Q1 		$987K Sell
14,599
-327
-2% -$23.6K 0.02% 408
2013
Q4 		$1.07M Buy
14,926
+958
+7% +$65.5K 0.02% 333
2013
Q3 		$902K Buy
13,968
+17
+0.1% +$1.08K 0.02% 349
2013
Q2 		$834K Buy
+13,951
New +$807K 0.02% 343

Other funds holding IPCC

SAM
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

JP Morgan Private Wealth Advisors's IPCC Position: Q3 2018 in Review

JP Morgan Private Wealth Advisors sold out of Infinity Property & Casualty C (IPCC) in Q3 2018, closing a stake of 16,227 shares — an estimated $2.31M sold.

JP Morgan Private Wealth Advisors first reported a position in IPCC in Q2 2013 and held it in 21 quarters. The position peaked at $2.31M in Q2 2018. 3 funds tracked by Wall St. Rank hold IPCC as of Q3 2018.

  • JP Morgan Private Wealth Advisors reported no remaining Infinity Property & Casualty C position as of Q3 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 16,227 Infinity Property & Casualty C shares in Q3 2018, an estimated $2.31M.
  • JP Morgan Private Wealth Advisors first reported a position in Infinity Property & Casualty C in Q2 2013 and held it in 21 quarters.
  • JP Morgan Private Wealth Advisors's Infinity Property & Casualty C position peaked at $2.31M in Q2 2018.
  • 3 funds tracked by Wall St. Rank held Infinity Property & Casualty C as of Q3 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.