JP Morgan Private Wealth Advisors’s Barron's 400 ETF BFOR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BFOR Stock Details BFOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-22,228	Closed	-$204K	–	1244
2017 Q1	$204K	Sell	22,228 -9,160	-29%	-$82.4K	﹤0.01%	1237
2016 Q4	$275K	Hold	31,388	–	–	﹤0.01%	1040
2016 Q3	$254K	Sell	31,388 -76	-0.2%	-$607	﹤0.01%	1051
2016 Q2	$239K	Buy	31,464 +1,204	+4%	+$9.13K	﹤0.01%	1076
2016 Q1	$229K	Sell	30,260 -4,400	-13%	-$31.1K	﹤0.01%	1035
2015 Q4	$262K	Buy	+34,660	New	+$269K	﹤0.01%	919

Other funds holding BFOR

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BFOR Position: Q2 2017 in Review

JP Morgan Private Wealth Advisors sold out of Barron's 400 ETF (BFOR) in Q2 2017, closing a stake of 22,228 shares — an estimated $204K sold.

JP Morgan Private Wealth Advisors first reported a position in BFOR in Q4 2015 and held it in 6 quarters. The position peaked at $275K in Q4 2016. 24 funds tracked by Wall St. Rank hold BFOR as of Q2 2017.

JP Morgan Private Wealth Advisors reported no remaining Barron's 400 ETF position as of Q2 2017 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 22,228 Barron's 400 ETF shares in Q2 2017, an estimated $204K.
JP Morgan Private Wealth Advisors first reported a position in Barron's 400 ETF in Q4 2015 and held it in 6 quarters.
JP Morgan Private Wealth Advisors's Barron's 400 ETF position peaked at $275K in Q4 2016.
24 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q2 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.