JP Morgan Chase
JTD

JP Morgan Chase’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

JP Morgan Chase’s Portfolio JTD Stock Details JTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-273
Closed -$5K – 6072
2019
Q2 		$5K Buy
+273
New +$4.42K ﹤0.01% 5637

Other funds holding JTD

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase's JTD Position: Q3 2019 in Review

JP Morgan Chase sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q3 2019, closing a stake of 273 shares — an estimated $5K sold.

JP Morgan Chase first reported a position in JTD in Q2 2019 and held it in 1 quarter. The position peaked at $5K in Q2 2019. 42 funds tracked by Wall St. Rank hold JTD as of Q3 2019.

  • JP Morgan Chase reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q3 2019 after selling out during the quarter.
  • JP Morgan Chase sold 273 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q3 2019, an estimated $5K.
  • JP Morgan Chase first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q2 2019 and held it in 1 quarter.
  • JP Morgan Chase's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $5K in Q2 2019.
  • 42 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q3 2019.

Based on JP Morgan Chase's 13F filing for Q3 2019, filed 12 Nov 2019.