JP Morgan Chase
PWJ

JP Morgan Chase’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History

JP Morgan Chase’s Portfolio PWJ Stock Details PWJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-73
Closed -$2K – 5357
2016
Q3 		$2K Buy
+73
New +$2K ﹤0.01% 4466
2016
Q1 		– Sell
-1,560
Closed -$47K – 5294
2015
Q4 		$47K Buy
+1,560
New +$47K ﹤0.01% 3931

Other funds holding PWJ

UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase's PWJ Position: Q4 2016 in Review

JP Morgan Chase sold out of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) in Q4 2016, closing a stake of 73 shares — an estimated $2K sold.

JP Morgan Chase first reported a position in PWJ in Q4 2015 and held it in 2 quarters. The position peaked at $47K in Q4 2015. 28 funds tracked by Wall St. Rank hold PWJ as of Q4 2016.

  • JP Morgan Chase reported no remaining POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position as of Q4 2016 after selling out during the quarter.
  • JP Morgan Chase sold 73 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q4 2016, an estimated $2K.
  • JP Morgan Chase first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q4 2015 and held it in 2 quarters.
  • JP Morgan Chase's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $47K in Q4 2015.
  • 28 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q4 2016.

Based on JP Morgan Chase's 13F filing for Q4 2016, filed 6 Feb 2017.