JP Morgan Chase
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JP Morgan Chase’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

JP Morgan Chase’s Portfolio SURE Stock Details SURE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-14,191
Closed -$815K – 4168
2015
Q1 		$815K Buy
+14,191
New +$800K ﹤0.01% 3310

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UCFA
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MFS
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Jane Street
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UBS Group
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Wells Fargo
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

JP Morgan Chase's SURE Position: Q2 2015 in Review

JP Morgan Chase sold out of AdvisorShares Insider Advantage ETF (SURE) in Q2 2015, closing a stake of 14,191 shares — an estimated $815K sold.

JP Morgan Chase first reported a position in SURE in Q1 2015 and held it in 1 quarter. The position peaked at $815K in Q1 2015. 29 funds tracked by Wall St. Rank hold SURE as of Q2 2015.

  • JP Morgan Chase reported no remaining AdvisorShares Insider Advantage ETF position as of Q2 2015 after selling out during the quarter.
  • JP Morgan Chase sold 14,191 AdvisorShares Insider Advantage ETF shares in Q2 2015, an estimated $815K.
  • JP Morgan Chase first reported a position in AdvisorShares Insider Advantage ETF in Q1 2015 and held it in 1 quarter.
  • JP Morgan Chase's AdvisorShares Insider Advantage ETF position peaked at $815K in Q1 2015.
  • 29 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q2 2015.

Based on JP Morgan Chase's 13F filing for Q2 2015, filed 14 Aug 2015.