JP Morgan Chase
PWY

JP Morgan Chase’s POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO PWY Stock Holding History

JP Morgan Chase’s Portfolio PWY Stock Details PWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-363
Closed -$11K – 5536
2017
Q1 		$11K Buy
+363
New +$11K ﹤0.01% 4803
2016
Q4 		– Sell
-125
Closed -$3K – 5358
2016
Q3 		$3K Buy
+125
New +$3K ﹤0.01% 4424

Other funds holding PWY

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JP Morgan Chase's PWY Position: Q2 2017 in Review

JP Morgan Chase sold out of POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO (PWY) in Q2 2017, closing a stake of 363 shares — an estimated $11K sold.

JP Morgan Chase first reported a position in PWY in Q3 2016 and held it in 2 quarters. The position peaked at $11K in Q1 2017. 35 funds tracked by Wall St. Rank hold PWY as of Q2 2017.

  • JP Morgan Chase reported no remaining POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position as of Q2 2017 after selling out during the quarter.
  • JP Morgan Chase sold 363 POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO shares in Q2 2017, an estimated $11K.
  • JP Morgan Chase first reported a position in POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO in Q3 2016 and held it in 2 quarters.
  • JP Morgan Chase's POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position peaked at $11K in Q1 2017.
  • 35 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO as of Q2 2017.

Based on JP Morgan Chase's 13F filing for Q2 2017, filed 9 Aug 2017.