JP Morgan Chase
PWP

JP Morgan Chase’s POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO PWP Stock Holding History

JP Morgan Chase’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-112
Closed -$3K – 5362
2016
Q3 		$3K Buy
+112
New +$3K ﹤0.01% 4426
2016
Q1 		– Sell
-2,740
Closed -$68K – 5305
2015
Q4 		$68K Buy
+2,740
New +$68K ﹤0.01% 3858

Other funds holding PWP

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

JP Morgan Chase sold out of POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO (PWP) in Q4 2016, closing a stake of 112 shares — an estimated $3K sold.

JP Morgan Chase first reported a position in PWP in Q4 2015 and held it in 2 quarters. The position peaked at $68K in Q4 2015. 23 funds tracked by Wall St. Rank hold PWP as of Q4 2016.

  • JP Morgan Chase reported no remaining POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position as of Q4 2016 after selling out during the quarter.
  • JP Morgan Chase sold 112 POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO shares in Q4 2016, an estimated $3K.
  • JP Morgan Chase first reported a position in POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO in Q4 2015 and held it in 2 quarters.
  • JP Morgan Chase's POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position peaked at $68K in Q4 2015.
  • 23 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO as of Q4 2016.

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