JMPWA
ASM

JP Morgan Private Wealth Advisors’s Avino Silver & Gold Mines ASM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ASM Stock Details ASM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-10,000
Closed -$14K – 1464
2018
Q1 		$14K Buy
+10,000
New +$13.7K ﹤0.01% 1281

Other funds holding ASM

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ASM Position: Q2 2018 in Review

JP Morgan Private Wealth Advisors sold out of Avino Silver & Gold Mines (ASM) in Q2 2018, closing a stake of 10,000 shares — an estimated $14K sold.

JP Morgan Private Wealth Advisors first reported a position in ASM in Q1 2018 and held it in 1 quarter. The position peaked at $14K in Q1 2018. 25 funds tracked by Wall St. Rank hold ASM as of Q2 2018.

  • JP Morgan Private Wealth Advisors reported no remaining Avino Silver & Gold Mines position as of Q2 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,000 Avino Silver & Gold Mines shares in Q2 2018, an estimated $14K.
  • JP Morgan Private Wealth Advisors first reported a position in Avino Silver & Gold Mines in Q1 2018 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Avino Silver & Gold Mines position peaked at $14K in Q1 2018.
  • 25 funds tracked by Wall St. Rank held Avino Silver & Gold Mines as of Q2 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.