JP Morgan Private Wealth Advisors’s Nuveen Floating Rate Income Fund JFR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-10,378	Closed	-$108K	–	1532
2018 Q3	$108K	Hold	10,378	–	–	﹤0.01%	1525
2018 Q2	$108K	Buy	+10,378	New	+$112K	﹤0.01%	1414
2018 Q1	–	Sell	-10,378	Closed	-$116K	–	1342
2017 Q4	$116K	Hold	10,378	–	–	﹤0.01%	1223
2017 Q3	$122K	Hold	10,378	–	–	﹤0.01%	1187
2017 Q2	$123K	Hold	10,378	–	–	﹤0.01%	1181
2017 Q1	$119K	Buy	+10,378	New	+$123K	﹤0.01%	1289
2016 Q4	–	Sell	-18,172	Closed	-$200K	–	1274
2016 Q3	$200K	Hold	18,172	–	–	﹤0.01%	1145
2016 Q2	$188K	Hold	18,172	–	–	﹤0.01%	1165
2016 Q1	$183K	Hold	18,172	–	–	﹤0.01%	1095
2015 Q4	$186K	Hold	18,172	–	–	﹤0.01%	1026
2015 Q3	$183K	Buy	+18,172	New	+$190K	﹤0.01%	948
2015 Q2	–	Sell	-18,172	Closed	-$206K	–	1100
2015 Q1	$206K	Hold	18,172	–	–	﹤0.01%	1027
2014 Q4	$200K	Hold	18,172	–	–	﹤0.01%	1002
2014 Q3	$205K	Buy	+18,172	New	+$213K	﹤0.01%	976

Other funds holding JFR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ISSM

Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Nuveen Floating Rate Income Fund (JFR) in Q4 2018, closing a stake of 10,378 shares — an estimated $108K sold.

JP Morgan Private Wealth Advisors first reported a position in JFR in Q3 2014 and held it in 14 quarters. The position peaked at $206K in Q1 2015. 101 funds tracked by Wall St. Rank hold JFR as of Q4 2018.

JP Morgan Private Wealth Advisors reported no remaining Nuveen Floating Rate Income Fund position as of Q4 2018 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 10,378 Nuveen Floating Rate Income Fund shares in Q4 2018, an estimated $108K.
JP Morgan Private Wealth Advisors first reported a position in Nuveen Floating Rate Income Fund in Q3 2014 and held it in 14 quarters.
JP Morgan Private Wealth Advisors's Nuveen Floating Rate Income Fund position peaked at $206K in Q1 2015.
101 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q4 2018.

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