JP Morgan Chase
LVHE

JP Morgan Chase’s Legg Mason Emerging Markets Low Volatility High Dividend ETF LVHE Stock Holding History

JP Morgan Chase’s Portfolio LVHE Stock Details LVHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-14,496
Closed -$399K – 5667
2017
Q3 		$399K Sell
14,496
-17,019
-54% -$467K ﹤0.01% 3905
2017
Q2 		$854K Sell
31,515
-31,156
-50% -$854K ﹤0.01% 3507
2017
Q1 		$1.71M Sell
62,671
-46,971
-43% -$1.26M ﹤0.01% 3131
2016
Q4 		$2.82M Buy
+109,642
New +$2.82M ﹤0.01% 2858

Other funds holding LVHE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase's LVHE Position: Q4 2017 in Review

JP Morgan Chase sold out of Legg Mason Emerging Markets Low Volatility High Dividend ETF (LVHE) in Q4 2017, closing a stake of 14,496 shares — an estimated $399K sold.

JP Morgan Chase first reported a position in LVHE in Q4 2016 and held it in 4 quarters. The position peaked at $2.82M in Q4 2016. 5 funds tracked by Wall St. Rank hold LVHE as of Q4 2017.

  • JP Morgan Chase reported no remaining Legg Mason Emerging Markets Low Volatility High Dividend ETF position as of Q4 2017 after selling out during the quarter.
  • JP Morgan Chase sold 14,496 Legg Mason Emerging Markets Low Volatility High Dividend ETF shares in Q4 2017, an estimated $399K.
  • JP Morgan Chase first reported a position in Legg Mason Emerging Markets Low Volatility High Dividend ETF in Q4 2016 and held it in 4 quarters.
  • JP Morgan Chase's Legg Mason Emerging Markets Low Volatility High Dividend ETF position peaked at $2.82M in Q4 2016.
  • 5 funds tracked by Wall St. Rank held Legg Mason Emerging Markets Low Volatility High Dividend ETF as of Q4 2017.

Based on JP Morgan Chase's 13F filing for Q4 2017, filed 13 Feb 2018.