JP Morgan Private Wealth Advisors
BFOR icon

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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Texas Yale Capital Corp
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Virtu KCG Holdings
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.