JP Morgan Chase’s AdvisorShares Global Echo ETF GIVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-21,665	Closed	-$1.33M	–	4409
2014 Q2	$1.33M	Sell	21,665 -800	-4%	-$48.2K	﹤0.01%	2742
2014 Q1	$1.37M	Buy	22,465 +352	+2%	+$21.5K	﹤0.01%	2720
2013 Q4	$1.34M	Buy	22,113 +2,183	+11%	+$129K	﹤0.01%	2997
2013 Q3	$1.14M	Buy	19,930 +233	+1%	+$13.1K	﹤0.01%	3182
2013 Q2	$1.08M	Buy	+19,697	New	+$1.08M	﹤0.01%	3219

Other funds holding GIVE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

JP Morgan Chase's GIVE Position: Q3 2014 in Review

JP Morgan Chase sold out of AdvisorShares Global Echo ETF (GIVE) in Q3 2014, closing a stake of 21,665 shares — an estimated $1.33M sold.

JP Morgan Chase first reported a position in GIVE in Q2 2013 and held it in 5 quarters. The position peaked at $1.37M in Q1 2014. 6 funds tracked by Wall St. Rank hold GIVE as of Q3 2014.

JP Morgan Chase reported no remaining AdvisorShares Global Echo ETF position as of Q3 2014 after selling out during the quarter.
JP Morgan Chase sold 21,665 AdvisorShares Global Echo ETF shares in Q3 2014, an estimated $1.33M.
JP Morgan Chase first reported a position in AdvisorShares Global Echo ETF in Q2 2013 and held it in 5 quarters.
JP Morgan Chase's AdvisorShares Global Echo ETF position peaked at $1.37M in Q1 2014.
6 funds tracked by Wall St. Rank held AdvisorShares Global Echo ETF as of Q3 2014.

Based on JP Morgan Chase's 13F filing for Q3 2014, filed 14 Nov 2014.