JMPWA
COWN

JP Morgan Private Wealth Advisors’s Cowen Inc. Class A Common Stock COWN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio COWN Stock Details COWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-3,750
Closed -$66K – 941
2014
Q1 		$66K Hold
3,750
– – ﹤0.01% 858
2013
Q4 		$59K Hold
3,750
– – ﹤0.01% 646
2013
Q3 		$52K Hold
3,750
– – ﹤0.01% 630
2013
Q2 		$43K Buy
+3,750
New +$42.3K ﹤0.01% 613

Other funds holding COWN

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
FCP
Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CI
Cowen Inc New York $1.39B AUM 60.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JP Morgan Private Wealth Advisors's COWN Position: Q2 2014 in Review

JP Morgan Private Wealth Advisors sold out of Cowen Inc. Class A Common Stock (COWN) in Q2 2014, closing a stake of 3,750 shares — an estimated $66K sold.

JP Morgan Private Wealth Advisors first reported a position in COWN in Q2 2013 and held it in 4 quarters. The position peaked at $66K in Q1 2014. 136 funds tracked by Wall St. Rank hold COWN as of Q2 2014.

  • JP Morgan Private Wealth Advisors reported no remaining Cowen Inc. Class A Common Stock position as of Q2 2014 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 3,750 Cowen Inc. Class A Common Stock shares in Q2 2014, an estimated $66K.
  • JP Morgan Private Wealth Advisors first reported a position in Cowen Inc. Class A Common Stock in Q2 2013 and held it in 4 quarters.
  • JP Morgan Private Wealth Advisors's Cowen Inc. Class A Common Stock position peaked at $66K in Q1 2014.
  • 136 funds tracked by Wall St. Rank held Cowen Inc. Class A Common Stock as of Q2 2014.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2014, filed 11 Aug 2014.