JP Morgan Chase
XLVS

JP Morgan Chase’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History

JP Morgan Chase’s Portfolio XLVS Stock Details XLVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-6,671
Closed -$433K – 4998
2015
Q3 		$433K Sell
6,671
-4,506
-40% -$292K ﹤0.01% 3467
2015
Q2 		$797K Buy
11,177
+1,366
+14% +$97.4K ﹤0.01% 3384
2015
Q1 		$676K Sell
9,811
-289
-3% -$19.9K ﹤0.01% 3404
2014
Q4 		$604K Buy
10,100
+448
+5% +$26.8K ﹤0.01% 3595
2014
Q3 		$532K Buy
9,652
+338
+4% +$18.6K ﹤0.01% 3642
2014
Q2 		$525K Sell
9,314
-839
-8% -$47.3K ﹤0.01% 3099
2014
Q1 		$550K Buy
10,153
+558
+6% +$30.2K ﹤0.01% 3102
2013
Q4 		$529K Buy
9,595
+914
+11% +$50.4K ﹤0.01% 3463
2013
Q3 		$426K Buy
+8,681
New +$426K ﹤0.01% 3708

Other funds holding XLVS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase's XLVS Position: Q4 2015 in Review

JP Morgan Chase sold out of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) in Q4 2015, closing a stake of 6,671 shares — an estimated $433K sold.

JP Morgan Chase first reported a position in XLVS in Q3 2013 and held it in 9 quarters. The position peaked at $797K in Q2 2015. 57 funds tracked by Wall St. Rank hold XLVS as of Q4 2015.

  • JP Morgan Chase reported no remaining POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position as of Q4 2015 after selling out during the quarter.
  • JP Morgan Chase sold 6,671 POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO shares in Q4 2015, an estimated $433K.
  • JP Morgan Chase first reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q3 2013 and held it in 9 quarters.
  • JP Morgan Chase's POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position peaked at $797K in Q2 2015.
  • 57 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO as of Q4 2015.

Based on JP Morgan Chase's 13F filing for Q4 2015, filed 12 Feb 2016.