JP Morgan Chase
EWRM

JP Morgan Chase’s GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF EWRM Stock Holding History

JP Morgan Chase’s Portfolio EWRM Stock Details EWRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-7,730
Closed -$487K – 5901
2018
Q1 		$487K Sell
7,730
-113
-1% -$7.12K ﹤0.01% 4024
2017
Q4 		$504K Buy
7,843
+127
+2% +$8.16K ﹤0.01% 4059
2017
Q3 		$471K Buy
7,716
+198
+3% +$12.1K ﹤0.01% 3853
2017
Q2 		$449K Buy
7,518
+180
+2% +$10.8K ﹤0.01% 3769
2017
Q1 		$433K Sell
7,338
-157
-2% -$9.26K ﹤0.01% 3778
2016
Q4 		$432K Sell
7,495
-257
-3% -$14.8K ﹤0.01% 3844
2016
Q3 		$412K Sell
7,752
-6
-0.1% -$319 ﹤0.01% 3468
2016
Q2 		$392K Buy
7,758
+678
+10% +$34.3K ﹤0.01% 3532
2016
Q1 		$346K Buy
7,080
+178
+3% +$7.77K ﹤0.01% 3464
2015
Q4 		$327K Sell
6,902
-659
-9% -$31.9K ﹤0.01% 3533
2015
Q3 		$349K Buy
7,561
+162
+2% +$8.01K ﹤0.01% 3549
2015
Q2 		$380K Buy
7,399
+230
+3% +$12.1K ﹤0.01% 3649
2015
Q1 		$375K Buy
7,169
+1,370
+24% +$70.3K ﹤0.01% 3640
2014
Q4 		$294K Buy
5,799
+796
+16% +$39.6K ﹤0.01% 3880
2014
Q3 		$247K Buy
5,003
+97
+2% +$4.89K ﹤0.01% 3936
2014
Q2 		$251K Sell
4,906
-9
-0.2% -$440 ﹤0.01% 3319
2014
Q1 		$239K Sell
4,915
-32
-0.6% -$1.52K ﹤0.01% 3369
2013
Q4 		$231K Buy
+4,947
New +$224K ﹤0.01% 3779

Other funds holding EWRM

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AWA
Acorn Wealth Advisors Grand Blanc, Michigan $343M AUM 15.24% 1-Year Est. Return

JP Morgan Chase's EWRM Position: Q2 2018 in Review

JP Morgan Chase sold out of GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF (EWRM) in Q2 2018, closing a stake of 7,730 shares — an estimated $487K sold.

JP Morgan Chase first reported a position in EWRM in Q4 2013 and held it in 18 quarters. The position peaked at $504K in Q4 2017. 2 funds tracked by Wall St. Rank hold EWRM as of Q2 2018.

  • JP Morgan Chase reported no remaining GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF position as of Q2 2018 after selling out during the quarter.
  • JP Morgan Chase sold 7,730 GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF shares in Q2 2018, an estimated $487K.
  • JP Morgan Chase first reported a position in GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF in Q4 2013 and held it in 18 quarters.
  • JP Morgan Chase's GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF position peaked at $504K in Q4 2017.
  • 2 funds tracked by Wall St. Rank held GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF as of Q2 2018.

Based on JP Morgan Chase's 13F filing for Q2 2018, filed 14 Aug 2018.