JP Morgan Chase
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JP Morgan Chase’s ProShares Ultra 7-10 Year Treasury UST Stock Holding History

JP Morgan Chase’s Portfolio UST Stock Details UST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-20,000
Closed -$1.04M – 4461
2013
Q2 		$1.04M Buy
+20,000
New +$1.12M ﹤0.01% 3232

Other funds holding UST

GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
ACM
Argentus Capital Management Dallas, Texas $284M AUM 12.72% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return
VAM
Visionary Asset Management Houston, Texas $252M AUM 3.81% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

JP Morgan Chase's UST Position: Q3 2013 in Review

JP Morgan Chase sold out of ProShares Ultra 7-10 Year Treasury (UST) in Q3 2013, closing a stake of 20,000 shares — an estimated $1.04M sold.

JP Morgan Chase first reported a position in UST in Q2 2013 and held it in 1 quarter. The position peaked at $1.04M in Q2 2013. 29 funds tracked by Wall St. Rank hold UST as of Q3 2013.

  • JP Morgan Chase reported no remaining ProShares Ultra 7-10 Year Treasury position as of Q3 2013 after selling out during the quarter.
  • JP Morgan Chase sold 20,000 ProShares Ultra 7-10 Year Treasury shares in Q3 2013, an estimated $1.04M.
  • JP Morgan Chase first reported a position in ProShares Ultra 7-10 Year Treasury in Q2 2013 and held it in 1 quarter.
  • JP Morgan Chase's ProShares Ultra 7-10 Year Treasury position peaked at $1.04M in Q2 2013.
  • 29 funds tracked by Wall St. Rank held ProShares Ultra 7-10 Year Treasury as of Q3 2013.

Based on JP Morgan Chase's 13F filing for Q3 2013, filed 31 Oct 2013.