JMPWA
HVPW

JP Morgan Private Wealth Advisors’s U.S. Equity High Volatility Put Write Index Fund HVPW Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio HVPW Stock Details HVPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-20,954
Closed -$418K – 1350
2016
Q1 		$418K Buy
20,954
+4,549
+28% +$90K ﹤0.01% 806
2015
Q4 		$343K Buy
16,405
+5,422
+49% +$114K ﹤0.01% 816
2015
Q3 		$230K Buy
+10,983
New +$240K ﹤0.01% 890

Other funds holding HVPW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 19.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return

JP Morgan Private Wealth Advisors's HVPW Position: Q2 2016 in Review

JP Morgan Private Wealth Advisors sold out of U.S. Equity High Volatility Put Write Index Fund (HVPW) in Q2 2016, closing a stake of 20,954 shares — an estimated $418K sold.

JP Morgan Private Wealth Advisors first reported a position in HVPW in Q3 2015 and held it in 3 quarters. The position peaked at $418K in Q1 2016. 25 funds tracked by Wall St. Rank hold HVPW as of Q2 2016.

  • JP Morgan Private Wealth Advisors reported no remaining U.S. Equity High Volatility Put Write Index Fund position as of Q2 2016 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 20,954 U.S. Equity High Volatility Put Write Index Fund shares in Q2 2016, an estimated $418K.
  • JP Morgan Private Wealth Advisors first reported a position in U.S. Equity High Volatility Put Write Index Fund in Q3 2015 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's U.S. Equity High Volatility Put Write Index Fund position peaked at $418K in Q1 2016.
  • 25 funds tracked by Wall St. Rank held U.S. Equity High Volatility Put Write Index Fund as of Q2 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.