JP Morgan Chase
PWT

JP Morgan Chase’s POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO PWT Stock Holding History

JP Morgan Chase’s Portfolio PWT Stock Details PWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-114
Closed -$3K – 5356
2016
Q3 		$3K Buy
+114
New +$3K ﹤0.01% 4423

Other funds holding PWT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

JP Morgan Chase sold out of POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) in Q4 2016, closing a stake of 114 shares — an estimated $3K sold.

JP Morgan Chase first reported a position in PWT in Q3 2016 and held it in 1 quarter. The position peaked at $3K in Q3 2016. 20 funds tracked by Wall St. Rank hold PWT as of Q4 2016.

  • JP Morgan Chase reported no remaining POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position as of Q4 2016 after selling out during the quarter.
  • JP Morgan Chase sold 114 POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO shares in Q4 2016, an estimated $3K.
  • JP Morgan Chase first reported a position in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO in Q3 2016 and held it in 1 quarter.
  • JP Morgan Chase's POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position peaked at $3K in Q3 2016.
  • 20 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO as of Q4 2016.

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