JP Morgan Chase’s WisdomTree Middle East Dividend Fund GULF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-3,220	Closed	-$54K	–	5305
2017 Q2	$54K	Sell	3,220 -10,000	-76%	-$172K	﹤0.01%	4337
2017 Q1	$231K	Hold	13,220	–	–	﹤0.01%	4018
2016 Q4	$221K	Hold	13,220	–	–	﹤0.01%	4142
2016 Q3	$220K	Hold	13,220	–	–	﹤0.01%	3657
2016 Q2	$216K	Hold	13,220	–	–	﹤0.01%	3697
2016 Q1	$222K	Sell	13,220 -2,724	-17%	-$43.6K	﹤0.01%	3582
2015 Q4	$265K	Hold	15,944	–	–	﹤0.01%	3578
2015 Q3	$289K	Buy	15,944 +2,724	+21%	+$51.4K	﹤0.01%	3591
2015 Q2	$261K	Hold	13,220	–	–	﹤0.01%	3754
2015 Q1	$265K	Hold	13,220	–	–	﹤0.01%	3742
2014 Q4	$270K	Sell	13,220 -3,224	-20%	-$72.2K	﹤0.01%	3918
2014 Q3	$397K	Sell	16,444 -3,153	-16%	-$74.1K	﹤0.01%	3752
2014 Q2	$413K	Sell	19,597 -4,931	-20%	-$114K	﹤0.01%	3179
2014 Q1	$553K	Buy	24,528 +8,084	+49%	+$176K	﹤0.01%	3098
2013 Q4	$329K	Hold	16,444	–	–	﹤0.01%	3643
2013 Q3	$296K	Hold	16,444	–	–	﹤0.01%	3877
2013 Q2	$284K	Buy	+16,444	New	+$289K	﹤0.01%	3846

Other funds holding GULF

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

JP Morgan Chase's GULF Position: Q3 2017 in Review

JP Morgan Chase sold out of WisdomTree Middle East Dividend Fund (GULF) in Q3 2017, closing a stake of 3,220 shares — an estimated $54K sold.

JP Morgan Chase first reported a position in GULF in Q2 2013 and held it in 17 quarters. The position peaked at $553K in Q1 2014. 13 funds tracked by Wall St. Rank hold GULF as of Q3 2017.

JP Morgan Chase reported no remaining WisdomTree Middle East Dividend Fund position as of Q3 2017 after selling out during the quarter.
JP Morgan Chase sold 3,220 WisdomTree Middle East Dividend Fund shares in Q3 2017, an estimated $54K.
JP Morgan Chase first reported a position in WisdomTree Middle East Dividend Fund in Q2 2013 and held it in 17 quarters.
JP Morgan Chase's WisdomTree Middle East Dividend Fund position peaked at $553K in Q1 2014.
13 funds tracked by Wall St. Rank held WisdomTree Middle East Dividend Fund as of Q3 2017.

Based on JP Morgan Chase's 13F filing for Q3 2017, filed 9 Nov 2017.