PPA
JPM.PRH

Parametric Portfolio Associates’s JPMorgan Chase & Co. JPM.PRH Stock Holding History

Parametric Portfolio Associates’s Portfolio JPM.PRH Stock Details JPM.PRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-9,882
Closed -$261K – 4090
2018
Q1 		$261K Buy
9,882
+790
+9% +$20.8K ﹤0.01% 3640
2017
Q4 		$245K Sell
9,092
-1,367
-13% -$37K ﹤0.01% 3664
2017
Q3 		$283K Buy
+10,459
New +$284K ﹤0.01% 3705

Other funds holding JPM.PRH

MCM
Mengis Capital Management Portland, Oregon $658M AUM 39.64% 1-Year Est. Return
KLWA
Kelly Lawrence W & Associates Pasadens, California $360M AUM 16.9% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return

Parametric Portfolio Associates's JPM.PRH Position: Q2 2018 in Review

Parametric Portfolio Associates sold out of JPMorgan Chase & Co. (JPM.PRH) in Q2 2018, closing a stake of 9,882 shares — an estimated $261K sold.

Parametric Portfolio Associates first reported a position in JPM.PRH in Q3 2017 and held it in 3 quarters. The position peaked at $283K in Q3 2017. 6 funds tracked by Wall St. Rank hold JPM.PRH as of Q2 2018.

  • Parametric Portfolio Associates reported no remaining JPMorgan Chase & Co. position as of Q2 2018 after selling out during the quarter.
  • Parametric Portfolio Associates sold 9,882 JPMorgan Chase & Co. shares in Q2 2018, an estimated $261K.
  • Parametric Portfolio Associates first reported a position in JPMorgan Chase & Co. in Q3 2017 and held it in 3 quarters.
  • Parametric Portfolio Associates's JPMorgan Chase & Co. position peaked at $283K in Q3 2017.
  • 6 funds tracked by Wall St. Rank held JPMorgan Chase & Co. as of Q2 2018.

Based on Parametric Portfolio Associates's 13F filing for Q2 2018, filed 13 Aug 2018.