JMPWA
ETFC

JP Morgan Private Wealth Advisors’s E*Trade Financial Corporation ETFC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ETFC Stock Details ETFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-12,077
Closed -$528K – 1527
2019
Q3 		$528K Buy
12,077
+1,096
+10% +$48.5K ﹤0.01% 985
2019
Q2 		$490K Buy
10,981
+277
+3% +$13.2K ﹤0.01% 999
2019
Q1 		$497K Sell
10,704
-2,256
-17% -$107K ﹤0.01% 1040
2018
Q4 		$569K Sell
12,960
-571
-4% -$28K ﹤0.01% 921
2018
Q3 		$709K Buy
13,531
+51
+0.4% +$2.99K ﹤0.01% 946
2018
Q2 		$824K Buy
13,480
+2,895
+27% +$179K ﹤0.01% 835
2018
Q1 		$587K Sell
10,585
-359
-3% -$19.1K ﹤0.01% 816
2017
Q4 		$543K Sell
10,944
-1,928
-15% -$88.5K ﹤0.01% 840
2017
Q3 		$562K Sell
12,872
-380
-3% -$15.4K ﹤0.01% 801
2017
Q2 		$504K Sell
13,252
-46,012
-78% -$1.63M ﹤0.01% 836
2017
Q1 		$2.07M Sell
59,264
-10,040
-14% -$360K 0.02% 463
2016
Q4 		$2.4M Sell
69,304
-311
-0.4% -$9.93K 0.02% 411
2016
Q3 		$2.03M Sell
69,615
-454
-0.6% -$11.7K 0.02% 430
2016
Q2 		$1.65M Buy
70,069
+1,310
+2% +$33.2K 0.02% 488
2016
Q1 		$1.68M Buy
68,759
+10,358
+18% +$251K 0.02% 440
2015
Q4 		$1.73M Buy
58,401
+509
+0.9% +$14.6K 0.02% 400
2015
Q3 		$1.52M Sell
57,892
-3,763
-6% -$104K 0.02% 387
2015
Q2 		$1.85M Sell
61,655
-10,211
-14% -$300K 0.02% 383
2015
Q1 		$2.05M Sell
71,866
-2,150
-3% -$54.8K 0.02% 374
2014
Q4 		$1.79M Sell
74,016
-1,948
-3% -$43.6K 0.02% 401
2014
Q3 		$1.72M Buy
75,964
+6,634
+10% +$146K 0.02% 402
2014
Q2 		$1.47M Buy
69,330
+207
+0.3% +$4.35K 0.02% 342
2014
Q1 		$1.59M Buy
+69,123
New +$1.51M 0.03% 323

Other funds holding ETFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of E*Trade Financial Corporation (ETFC) in Q4 2019, closing a stake of 12,077 shares — an estimated $528K sold.

JP Morgan Private Wealth Advisors first reported a position in ETFC in Q1 2014 and held it in 23 quarters. The position peaked at $2.4M in Q4 2016. 475 funds tracked by Wall St. Rank hold ETFC as of Q4 2019.

  • JP Morgan Private Wealth Advisors reported no remaining E*Trade Financial Corporation position as of Q4 2019 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 12,077 E*Trade Financial Corporation shares in Q4 2019, an estimated $528K.
  • JP Morgan Private Wealth Advisors first reported a position in E*Trade Financial Corporation in Q1 2014 and held it in 23 quarters.
  • JP Morgan Private Wealth Advisors's E*Trade Financial Corporation position peaked at $2.4M in Q4 2016.
  • 475 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2019.

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