JP Morgan Chase’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-10	Closed	–	–	5902
2018 Q1	$0	Hold	10	–	–	﹤0.01%	5853
2017 Q4	$0	Hold	10	–	–	﹤0.01%	5774
2017 Q3	$0	Buy	+10	New	–	﹤0.01%	5448

Other funds holding PIV

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

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

JP Morgan Chase sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 10 shares.

JP Morgan Chase first reported a position in PIV in Q3 2017 and held it in 3 quarters. The position peaked at $0 in Q1 2018. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

JP Morgan Chase reported no remaining PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position as of Q2 2018 after selling out during the quarter.
JP Morgan Chase sold 10 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018.
JP Morgan Chase first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q3 2017 and held it in 3 quarters.
JP Morgan Chase's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $0 in Q1 2018.
3 funds tracked by Wall St. Rank held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX as of Q2 2018.

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