JMPWA
DSL

JP Morgan Private Wealth Advisors’s DoubleLine Income Solutions Fund DSL Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio DSL Stock Details DSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-600,696
Closed -$12.1M – 1487
2018
Q3 		$12.1M Buy
600,696
+63,761
+12% +$1.29M 0.06% 266
2018
Q2 		$10.7M Buy
536,935
+9,017
+2% +$182K 0.06% 262
2018
Q1 		$10.6M Buy
527,918
+88,990
+20% +$1.79M 0.07% 226
2017
Q4 		$8.86M Buy
438,928
+18,830
+4% +$388K 0.06% 255
2017
Q3 		$8.93M Buy
420,098
+11,681
+3% +$244K 0.06% 243
2017
Q2 		$8.43M Sell
408,417
-25,829
-6% -$532K 0.06% 237
2017
Q1 		$8.71M Buy
434,246
+41,349
+11% +$818K 0.07% 235
2016
Q4 		$7.46M Sell
392,897
-10,586
-3% -$197K 0.06% 224
2016
Q3 		$7.73M Buy
403,483
+69,984
+21% +$1.33M 0.07% 220
2016
Q2 		$6.12M Sell
333,499
-11,460
-3% -$204K 0.06% 240
2016
Q1 		$5.8M Buy
344,959
+25,920
+8% +$413K 0.06% 235
2015
Q4 		$5.17M Buy
319,039
+12,431
+4% +$213K 0.05% 233
2015
Q3 		$5.3M Buy
+306,608
New +$5.77M 0.07% 225
2015
Q2 		– Sell
-128,542
Closed -$2.55M – 1069
2015
Q1 		$2.55M Buy
128,542
+38,827
+43% +$776K 0.03% 330
2014
Q4 		$1.78M Buy
89,715
+109
+0.1% +$2.27K 0.02% 404
2014
Q3 		$1.94M Buy
89,606
+79,606
+796% +$1.73M 0.03% 378
2014
Q2 		$225K Sell
10,000
-1,080
-10% -$23.8K ﹤0.01% 788
2014
Q1 		$235K Buy
+11,080
New +$234K ﹤0.01% 776

Other funds holding DSL

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

JP Morgan Private Wealth Advisors's DSL Position: Q4 2018 in Review

JP Morgan Private Wealth Advisors sold out of DoubleLine Income Solutions Fund (DSL) in Q4 2018, closing a stake of 600,696 shares — an estimated $12.1M sold.

JP Morgan Private Wealth Advisors first reported a position in DSL in Q1 2014 and held it in 18 quarters. The position peaked at $12.1M in Q3 2018. 147 funds tracked by Wall St. Rank hold DSL as of Q4 2018.

  • JP Morgan Private Wealth Advisors reported no remaining DoubleLine Income Solutions Fund position as of Q4 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 600,696 DoubleLine Income Solutions Fund shares in Q4 2018, an estimated $12.1M.
  • JP Morgan Private Wealth Advisors first reported a position in DoubleLine Income Solutions Fund in Q1 2014 and held it in 18 quarters.
  • JP Morgan Private Wealth Advisors's DoubleLine Income Solutions Fund position peaked at $12.1M in Q3 2018.
  • 147 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q4 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.