JMPWA
EWRS

JP Morgan Private Wealth Advisors’s GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF EWRS Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio EWRS Stock Details EWRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-7,383
Closed -$339K – 1220
2015
Q2 		$339K Hold
7,383
– – ﹤0.01% 803
2015
Q1 		$341K Buy
+7,383
New +$331K ﹤0.01% 840

Other funds holding EWRS

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Private Wealth Advisors's EWRS Position: Q3 2015 in Review

JP Morgan Private Wealth Advisors sold out of GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF (EWRS) in Q3 2015, closing a stake of 7,383 shares — an estimated $339K sold.

JP Morgan Private Wealth Advisors first reported a position in EWRS in Q1 2015 and held it in 2 quarters. The position peaked at $341K in Q1 2015. 20 funds tracked by Wall St. Rank hold EWRS as of Q3 2015.

  • JP Morgan Private Wealth Advisors reported no remaining GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF position as of Q3 2015 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 7,383 GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF shares in Q3 2015, an estimated $339K.
  • JP Morgan Private Wealth Advisors first reported a position in GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF in Q1 2015 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF position peaked at $341K in Q1 2015.
  • 20 funds tracked by Wall St. Rank held GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF as of Q3 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2015, filed 5 Nov 2015.