JP Morgan Chase
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JP Morgan Chase’s ProShares Ultra Consumer Discretionary UCC Stock Holding History

JP Morgan Chase’s Portfolio UCC Stock Details UCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-9,600
Closed -$336K – 5940
2020
Q3 		$336K Buy
+9,600
New +$326K ﹤0.01% 4155

Other funds holding UCC

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Susquehanna International Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return

JP Morgan Chase's UCC Position: Q4 2020 in Review

JP Morgan Chase sold out of ProShares Ultra Consumer Discretionary (UCC) in Q4 2020, closing a stake of 9,600 shares — an estimated $336K sold.

JP Morgan Chase first reported a position in UCC in Q3 2020 and held it in 1 quarter. The position peaked at $336K in Q3 2020. 11 funds tracked by Wall St. Rank hold UCC as of Q4 2020.

  • JP Morgan Chase reported no remaining ProShares Ultra Consumer Discretionary position as of Q4 2020 after selling out during the quarter.
  • JP Morgan Chase sold 9,600 ProShares Ultra Consumer Discretionary shares in Q4 2020, an estimated $336K.
  • JP Morgan Chase first reported a position in ProShares Ultra Consumer Discretionary in Q3 2020 and held it in 1 quarter.
  • JP Morgan Chase's ProShares Ultra Consumer Discretionary position peaked at $336K in Q3 2020.
  • 11 funds tracked by Wall St. Rank held ProShares Ultra Consumer Discretionary as of Q4 2020.

Based on JP Morgan Chase's 13F filing for Q4 2020, filed 11 Feb 2021.