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Pier 88 Investment Partners’s JPMorgan Chase JPM Stock Holding History

Pier 88 Investment Partners’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-450
Closed -$51K – 104
2018
Q3 		$51K Hold
450
– – 0.02% 96
2018
Q2 		$47K Hold
450
– – 0.02% 94
2018
Q1 		$49K Buy
+450
New +$51K 0.02% 102

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pier 88 Investment Partners's JPM Position: Q4 2018 in Review

Pier 88 Investment Partners sold out of JPMorgan Chase (JPM) in Q4 2018, closing a stake of 450 shares — an estimated $51K sold.

Pier 88 Investment Partners first reported a position in JPM in Q1 2018 and held it in 3 quarters. The position peaked at $51K in Q3 2018. 2,597 funds tracked by Wall St. Rank hold JPM as of Q4 2018.

  • Pier 88 Investment Partners reported no remaining JPMorgan Chase position as of Q4 2018 after selling out during the quarter.
  • Pier 88 Investment Partners sold 450 JPMorgan Chase shares in Q4 2018, an estimated $51K.
  • Pier 88 Investment Partners first reported a position in JPMorgan Chase in Q1 2018 and held it in 3 quarters.
  • Pier 88 Investment Partners's JPMorgan Chase position peaked at $51K in Q3 2018.
  • 2,597 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on Pier 88 Investment Partners's 13F filing for Q4 2018, filed 11 Feb 2019.