JP Morgan Chase’s Invesco DWA Tactical Multi-Asset Income ETF DWIN Stock Holding History

JP Morgan Chase’s Portfolio DWIN Stock Details DWIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-12,221	Closed	-$306K	–	6225
2019 Q1	$306K	Hold	12,221	–	–	﹤0.01%	4441
2018 Q4	$292K	Sell	12,221 -1,612	-12%	-$39.1K	﹤0.01%	4410
2018 Q3	$346K	Sell	13,833 -277	-2%	-$7.04K	﹤0.01%	4461
2018 Q2	$361K	Sell	14,110 -29	-0.2%	-$730	﹤0.01%	4312
2018 Q1	$356K	Buy	14,139 +1,355	+11%	+$35.3K	﹤0.01%	4153
2017 Q4	$344K	Sell	12,784 -407	-3%	-$11K	﹤0.01%	4234
2017 Q3	$363K	Buy	13,191 +2,272	+21%	+$62.4K	﹤0.01%	3928
2017 Q2	$302K	Buy	+10,919	New	+$304K	﹤0.01%	3885

Other funds holding DWIN

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

JP Morgan Chase's DWIN Position: Q2 2019 in Review

JP Morgan Chase sold out of Invesco DWA Tactical Multi-Asset Income ETF (DWIN) in Q2 2019, closing a stake of 12,221 shares — an estimated $306K sold.

JP Morgan Chase first reported a position in DWIN in Q2 2017 and held it in 8 quarters. The position peaked at $363K in Q3 2017. 21 funds tracked by Wall St. Rank hold DWIN as of Q2 2019.

JP Morgan Chase reported no remaining Invesco DWA Tactical Multi-Asset Income ETF position as of Q2 2019 after selling out during the quarter.
JP Morgan Chase sold 12,221 Invesco DWA Tactical Multi-Asset Income ETF shares in Q2 2019, an estimated $306K.
JP Morgan Chase first reported a position in Invesco DWA Tactical Multi-Asset Income ETF in Q2 2017 and held it in 8 quarters.
JP Morgan Chase's Invesco DWA Tactical Multi-Asset Income ETF position peaked at $363K in Q3 2017.
21 funds tracked by Wall St. Rank held Invesco DWA Tactical Multi-Asset Income ETF as of Q2 2019.

Based on JP Morgan Chase's 13F filing for Q2 2019, filed 7 Aug 2019.