JP Morgan Private Wealth Advisors’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio FBGX Stock Details FBGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,070	Closed	-$248K	–	1605
2020 Q1	$248K	Hold	1,070	–	–	﹤0.01%	1203
2019 Q4	$357K	Hold	1,070	–	–	﹤0.01%	1166
2019 Q3	$297K	Hold	1,070	–	–	﹤0.01%	1200
2019 Q2	$290K	Hold	1,070	–	–	﹤0.01%	1165
2019 Q1	$268K	Hold	1,070	–	–	﹤0.01%	1264
2018 Q4	$203K	Buy	1,070 +190	+22%	+$45.6K	﹤0.01%	1342
2018 Q3	$263K	Hold	880	–	–	﹤0.01%	1366
2018 Q2	$225K	Hold	880	–	–	﹤0.01%	1315
2018 Q1	$204K	Buy	+880	New	+$215K	﹤0.01%	1184

Other funds holding FBGX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

ISL

Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

IGGA

Iron Gate Global Advisors Nsl, Utah $1.03B AUM 18.56% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FBGX Position: Q2 2020 in Review

JP Morgan Private Wealth Advisors sold out of UBS AG FI Enhanced Large Cap Growth ETN (FBGX) in Q2 2020, closing a stake of 1,070 shares — an estimated $248K sold.

JP Morgan Private Wealth Advisors first reported a position in FBGX in Q1 2018 and held it in 9 quarters. The position peaked at $357K in Q4 2019. 30 funds tracked by Wall St. Rank hold FBGX as of Q2 2020.

JP Morgan Private Wealth Advisors reported no remaining UBS AG FI Enhanced Large Cap Growth ETN position as of Q2 2020 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 1,070 UBS AG FI Enhanced Large Cap Growth ETN shares in Q2 2020, an estimated $248K.
JP Morgan Private Wealth Advisors first reported a position in UBS AG FI Enhanced Large Cap Growth ETN in Q1 2018 and held it in 9 quarters.
JP Morgan Private Wealth Advisors's UBS AG FI Enhanced Large Cap Growth ETN position peaked at $357K in Q4 2019.
30 funds tracked by Wall St. Rank held UBS AG FI Enhanced Large Cap Growth ETN as of Q2 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.