JP Morgan Private Wealth Advisors’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-6,620	Closed	-$327K	–	1475
2019 Q3	$327K	Buy	+6,620	New	+$324K	﹤0.01%	1157

Other funds holding CFO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

KFGK

Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CFO Position: Q4 2019 in Review

JP Morgan Private Wealth Advisors sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q4 2019, closing a stake of 6,620 shares — an estimated $327K sold.

JP Morgan Private Wealth Advisors first reported a position in CFO in Q3 2019 and held it in 1 quarter. The position peaked at $327K in Q3 2019. 66 funds tracked by Wall St. Rank hold CFO as of Q4 2019.

JP Morgan Private Wealth Advisors reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q4 2019 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 6,620 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q4 2019, an estimated $327K.
JP Morgan Private Wealth Advisors first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q3 2019 and held it in 1 quarter.
JP Morgan Private Wealth Advisors's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $327K in Q3 2019.
66 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q4 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.