JP Morgan Chase
DWFI

JP Morgan Chase’s SPDR Dorsey Wright Fixed Income Allocation ETF DWFI Stock Holding History

JP Morgan Chase’s Portfolio DWFI Stock Details DWFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-220
Closed -$6K – 5654
2017
Q3 		$6K Buy
+220
New +$5.65K ﹤0.01% 4787

Other funds holding DWFI

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

JP Morgan Chase's DWFI Position: Q4 2017 in Review

JP Morgan Chase sold out of SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) in Q4 2017, closing a stake of 220 shares — an estimated $6K sold.

JP Morgan Chase first reported a position in DWFI in Q3 2017 and held it in 1 quarter. The position peaked at $6K in Q3 2017. 22 funds tracked by Wall St. Rank hold DWFI as of Q4 2017.

  • JP Morgan Chase reported no remaining SPDR Dorsey Wright Fixed Income Allocation ETF position as of Q4 2017 after selling out during the quarter.
  • JP Morgan Chase sold 220 SPDR Dorsey Wright Fixed Income Allocation ETF shares in Q4 2017, an estimated $6K.
  • JP Morgan Chase first reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF in Q3 2017 and held it in 1 quarter.
  • JP Morgan Chase's SPDR Dorsey Wright Fixed Income Allocation ETF position peaked at $6K in Q3 2017.
  • 22 funds tracked by Wall St. Rank held SPDR Dorsey Wright Fixed Income Allocation ETF as of Q4 2017.

Based on JP Morgan Chase's 13F filing for Q4 2017, filed 13 Feb 2018.