JP Morgan Chase
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JP Morgan Chase’s AdvisorShares Dorsey Wright Short ETF DWSH Stock Holding History

JP Morgan Chase’s Portfolio DWSH Stock Details DWSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-58
Closed -$1K – 6811
2022
Q4 		$1K Sell
58
-2,076
-97% -$20.8K ﹤0.01% 6396
2022
Q3 		$24K Buy
+2,134
New +$20.6K ﹤0.01% 5754
2019
Q1 		– Sell
-79,675
Closed -$2.43M – 5820
2018
Q4 		$2.43M Buy
+79,675
New +$2.22M ﹤0.01% 3143

Other funds holding DWSH

Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Worth Asset Management
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

JP Morgan Chase's DWSH Position: Q1 2023 in Review

JP Morgan Chase sold out of AdvisorShares Dorsey Wright Short ETF (DWSH) in Q1 2023, closing a stake of 58 shares — an estimated $1K sold.

JP Morgan Chase first reported a position in DWSH in Q4 2018 and held it in 3 quarters. The position peaked at $2.43M in Q4 2018. 18 funds tracked by Wall St. Rank hold DWSH as of Q1 2023.

  • JP Morgan Chase reported no remaining AdvisorShares Dorsey Wright Short ETF position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Chase sold 58 AdvisorShares Dorsey Wright Short ETF shares in Q1 2023, an estimated $1K.
  • JP Morgan Chase first reported a position in AdvisorShares Dorsey Wright Short ETF in Q4 2018 and held it in 3 quarters.
  • JP Morgan Chase's AdvisorShares Dorsey Wright Short ETF position peaked at $2.43M in Q4 2018.
  • 18 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright Short ETF as of Q1 2023.

Based on JP Morgan Chase's 13F filing for Q1 2023, filed 11 May 2023.