SWP
JPM.PRH

Strategic Wealth Partners’s JPMorgan Chase & Co. JPM.PRH Stock Holding History

Strategic Wealth Partners’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
2019
Q1 		– Sell
-950
Closed -$25K – 845
2018
Q4 		$25K Sell
950
-2,110
-69% -$53.7K 0.01% 307
2018
Q3 		$79K Hold
3,060
– – 0.04% 198
2018
Q2 		$81K Buy
+3,060
New +$80.7K 0.05% 212

Other funds holding JPM.PRH

SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
KLWA
Kelly Lawrence W & Associates Pasadens, California $360M AUM 16.9% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $658M AUM 39.64% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Strategic Wealth Partners's JPM.PRH Position: Q1 2019 in Review

Strategic Wealth Partners sold out of JPMorgan Chase & Co. (JPM.PRH) in Q1 2019, closing a stake of 950 shares — an estimated $25K sold.

Strategic Wealth Partners first reported a position in JPM.PRH in Q2 2018 and held it in 3 quarters. The position peaked at $81K in Q2 2018. 10 funds tracked by Wall St. Rank hold JPM.PRH as of Q1 2019.

  • Strategic Wealth Partners reported no remaining JPMorgan Chase & Co. position as of Q1 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 950 JPMorgan Chase & Co. shares in Q1 2019, an estimated $25K.
  • Strategic Wealth Partners first reported a position in JPMorgan Chase & Co. in Q2 2018 and held it in 3 quarters.
  • Strategic Wealth Partners's JPMorgan Chase & Co. position peaked at $81K in Q2 2018.
  • 10 funds tracked by Wall St. Rank held JPMorgan Chase & Co. as of Q1 2019.

Based on Strategic Wealth Partners's 13F filing for Q1 2019, filed 14 May 2019.