JP Morgan Private Wealth Advisors’s PBF Energy PBF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-12,843	Closed	-$73K	–	1729
2020 Q3	$73K	Sell	12,843 -547	-4%	-$4.54K	﹤0.01%	1569
2020 Q2	$137K	Buy	+13,390	New	+$134K	﹤0.01%	1498
2018 Q2	–	Sell	-7,716	Closed	-$262K	–	1508
2018 Q1	$262K	Sell	7,716 -3,008	-28%	-$97.1K	﹤0.01%	1093
2017 Q4	$380K	Sell	10,724 -200,428	-95%	-$6.2M	﹤0.01%	968
2017 Q3	$5.83M	Sell	211,152 -7,554	-3%	-$175K	0.04%	291
2017 Q2	$4.87M	Sell	218,706 -19,233	-8%	-$413K	0.04%	299
2017 Q1	$5.28M	Sell	237,939 -3,800	-2%	-$89.1K	0.04%	290
2016 Q4	$6.74M	Sell	241,739 -3,328	-1%	-$81.2K	0.06%	241
2016 Q3	$5.55M	Sell	245,067 -2,632	-1%	-$59.1K	0.05%	266
2016 Q2	$5.89M	Buy	+247,699	New	+$7.12M	0.06%	249

Other funds holding PBF

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

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

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

SCM

SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PBF Position: Q4 2020 in Review

JP Morgan Private Wealth Advisors sold out of PBF Energy (PBF) in Q4 2020, closing a stake of 12,843 shares — an estimated $73K sold.

JP Morgan Private Wealth Advisors first reported a position in PBF in Q2 2016 and held it in 10 quarters. The position peaked at $6.74M in Q4 2016. 197 funds tracked by Wall St. Rank hold PBF as of Q4 2020.

JP Morgan Private Wealth Advisors reported no remaining PBF Energy position as of Q4 2020 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 12,843 PBF Energy shares in Q4 2020, an estimated $73K.
JP Morgan Private Wealth Advisors first reported a position in PBF Energy in Q2 2016 and held it in 10 quarters.
JP Morgan Private Wealth Advisors's PBF Energy position peaked at $6.74M in Q4 2016.
197 funds tracked by Wall St. Rank held PBF Energy as of Q4 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.