Prelude Capital Management’s JPMorgan Chase JPM.WS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,818
Closed -$132K 2407
2018
Q3
$132K Sell
1,818
-670
-27% -$49.2K 0.01% 897
2018
Q2
$158K Sell
2,488
-2,587
-51% -$180K 0.01% 799
2018
Q1
$353K Sell
5,075
-1,520
-23% -$111K 0.03% 530
2017
Q4
$438K Buy
6,595
+95
+1% +$5.71K 0.04% 452
2017
Q3
$351K Buy
6,500
+3,600
+124% +$183K 0.03% 471
2017
Q2
$146K Buy
+2,900
New +$131K 0.01% 676
2016
Q3
Sell
-4,735
Closed -$96K 1957
2016
Q2
$96K Sell
4,735
-310
-6% -$6.45K 0.01% 785
2016
Q1
$89K Sell
5,045
-5,675
-53% -$101K 0.01% 805
2015
Q4
$254K Sell
10,720
-1,013
-9% -$23.5K 0.04% 464
2015
Q3
$234K Buy
+11,733
New +$279K 0.03% 523

Prelude Capital Management's JPM.WS Position: Q4 2018 in Review

Prelude Capital Management sold out of JPMorgan Chase (JPM.WS) in Q4 2018, closing a stake of 1,818 shares — an estimated $132K sold.

Prelude Capital Management first reported a position in JPM.WS in Q3 2015 and held it in 10 quarters. The position peaked at $438K in Q4 2017. 0 funds tracked by Wall St. Rank hold JPM.WS as of Q4 2018.

  • Prelude Capital Management reported no remaining JPMorgan Chase position as of Q4 2018 after selling out during the quarter.
  • Prelude Capital Management sold 1,818 JPMorgan Chase shares in Q4 2018, an estimated $132K.
  • Prelude Capital Management first reported a position in JPMorgan Chase in Q3 2015 and held it in 10 quarters.
  • Prelude Capital Management's JPMorgan Chase position peaked at $438K in Q4 2017.
  • 0 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on Prelude Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.