JMPWA
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JP Morgan Private Wealth Advisors’s Deutsche Bank DB Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio DB Stock Details DB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-10,425
Closed -$180K – 1300
2017
Q3 		$180K Buy
+10,425
New +$181K ﹤0.01% 1167
2016
Q3 		– Sell
-11,807
Closed -$145K – 1237
2016
Q2 		$145K Sell
11,807
-848
-7% -$12.7K ﹤0.01% 1191
2016
Q1 		$191K Sell
12,655
-2,046
-14% -$34.3K ﹤0.01% 1090
2015
Q4 		$317K Sell
14,701
-313
-2% -$7.44K ﹤0.01% 844
2015
Q3 		$361K Sell
15,014
-5,326
-26% -$147K ﹤0.01% 727
2015
Q2 		$548K Buy
20,340
+348
+2% +$10.1K 0.01% 644
2015
Q1 		$620K Buy
19,992
+655
+3% +$18.3K 0.01% 646
2014
Q4 		$518K Sell
19,337
-3,799
-16% -$107K 0.01% 693
2014
Q3 		$720K Buy
23,136
+10,633
+85% +$330K 0.01% 601
2014
Q2 		$393K Buy
12,503
+323
+3% +$11.5K 0.01% 633
2014
Q1 		$465K Buy
12,180
+656
+6% +$26.8K 0.01% 589
2013
Q4 		$474K Buy
11,524
+796
+7% +$32.1K 0.01% 461
2013
Q3 		$419K Hold
10,728
– – 0.01% 460
2013
Q2 		$383K Buy
+10,728
New +$407K 0.01% 455

Other funds holding DB

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
FS
Feinberg Stephen $2.61B AUM 15.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

JP Morgan Private Wealth Advisors's DB Position: Q4 2017 in Review

JP Morgan Private Wealth Advisors sold out of Deutsche Bank (DB) in Q4 2017, closing a stake of 10,425 shares — an estimated $180K sold.

JP Morgan Private Wealth Advisors first reported a position in DB in Q2 2013 and held it in 14 quarters. The position peaked at $720K in Q3 2014. 220 funds tracked by Wall St. Rank hold DB as of Q4 2017.

  • JP Morgan Private Wealth Advisors reported no remaining Deutsche Bank position as of Q4 2017 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,425 Deutsche Bank shares in Q4 2017, an estimated $180K.
  • JP Morgan Private Wealth Advisors first reported a position in Deutsche Bank in Q2 2013 and held it in 14 quarters.
  • JP Morgan Private Wealth Advisors's Deutsche Bank position peaked at $720K in Q3 2014.
  • 220 funds tracked by Wall St. Rank held Deutsche Bank as of Q4 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.