JMPWA
PDCE

JP Morgan Private Wealth Advisors’s PDC Energy, Inc. PDCE Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PDCE Stock Details PDCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-26,347
Closed -$1.69M – 1965
2023
Q1 		$1.69M Sell
26,347
-3,364
-11% -$218K ﹤0.01% 942
2022
Q4 		$1.89M Sell
29,711
-2,229
-7% -$155K ﹤0.01% 874
2022
Q3 		$1.85M Sell
31,940
-4,460
-12% -$274K ﹤0.01% 872
2022
Q2 		$2.24M Sell
36,400
-2,386
-6% -$173K 0.01% 804
2022
Q1 		$2.82M Buy
38,786
+19,461
+101% +$1.2M 0.01% 793
2021
Q4 		$943K Buy
19,325
+202
+1% +$10.4K ﹤0.01% 1272
2021
Q3 		$906K Buy
19,123
+1,130
+6% +$47.1K ﹤0.01% 1261
2021
Q2 		$824K Sell
17,993
-2,010
-10% -$82.1K ﹤0.01% 1284
2021
Q1 		$688K Buy
20,003
+812
+4% +$24.4K ﹤0.01% 1204
2020
Q4 		$394K Buy
19,191
+357
+2% +$5.58K ﹤0.01% 1379
2020
Q3 		$233K Buy
18,834
+4,668
+33% +$66.5K ﹤0.01% 1474
2020
Q2 		$176K Buy
+14,166
New +$169K ﹤0.01% 1471

Other funds holding PDCE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PDCE Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of PDC Energy, Inc. (PDCE) in Q2 2023, closing a stake of 26,347 shares — an estimated $1.69M sold.

JP Morgan Private Wealth Advisors first reported a position in PDCE in Q2 2020 and held it in 12 quarters. The position peaked at $2.82M in Q1 2022. 365 funds tracked by Wall St. Rank hold PDCE as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining PDC Energy, Inc. position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 26,347 PDC Energy, Inc. shares in Q2 2023, an estimated $1.69M.
  • JP Morgan Private Wealth Advisors first reported a position in PDC Energy, Inc. in Q2 2020 and held it in 12 quarters.
  • JP Morgan Private Wealth Advisors's PDC Energy, Inc. position peaked at $2.82M in Q1 2022.
  • 365 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.