SQA
JPM.PRH

Simon Quick Advisors’s JPMorgan Chase & Co. JPM.PRH Stock Holding History

Simon Quick Advisors’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
2017
Q4 		– Sell
-4,000
Closed -$108K – 642
2017
Q3 		$108K Buy
+4,000
New +$109K 0.04% 186

Other funds holding JPM.PRH

KLWA
Kelly Lawrence W & Associates Pasadens, California $360M AUM 16.9% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

Simon Quick Advisors's JPM.PRH Position: Q4 2017 in Review

Simon Quick Advisors sold out of JPMorgan Chase & Co. (JPM.PRH) in Q4 2017, closing a stake of 4,000 shares — an estimated $108K sold.

Simon Quick Advisors first reported a position in JPM.PRH in Q3 2017 and held it in 1 quarter. The position peaked at $108K in Q3 2017. 4 funds tracked by Wall St. Rank hold JPM.PRH as of Q4 2017.

  • Simon Quick Advisors reported no remaining JPMorgan Chase & Co. position as of Q4 2017 after selling out during the quarter.
  • Simon Quick Advisors sold 4,000 JPMorgan Chase & Co. shares in Q4 2017, an estimated $108K.
  • Simon Quick Advisors first reported a position in JPMorgan Chase & Co. in Q3 2017 and held it in 1 quarter.
  • Simon Quick Advisors's JPMorgan Chase & Co. position peaked at $108K in Q3 2017.
  • 4 funds tracked by Wall St. Rank held JPMorgan Chase & Co. as of Q4 2017.

Based on Simon Quick Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.