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JP Morgan Private Wealth Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio NEAR Stock Details NEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-33,407
Closed -$1.68M – 1506
2018
Q1 		$1.68M Sell
33,407
-27,933
-46% -$1.4M 0.01% 520
2017
Q4 		$3.07M Sell
61,340
-17,022
-22% -$855K 0.02% 407
2017
Q3 		$3.94M Buy
+78,362
New +$3.94M 0.03% 351

Other funds holding NEAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

JP Morgan Private Wealth Advisors's NEAR Position: Q2 2018 in Review

JP Morgan Private Wealth Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2018, closing a stake of 33,407 shares — an estimated $1.68M sold.

JP Morgan Private Wealth Advisors first reported a position in NEAR in Q3 2017 and held it in 3 quarters. The position peaked at $3.94M in Q3 2017. 206 funds tracked by Wall St. Rank hold NEAR as of Q2 2018.

  • JP Morgan Private Wealth Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q2 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 33,407 iShares Short Maturity Bond ETF shares in Q2 2018, an estimated $1.68M.
  • JP Morgan Private Wealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q3 2017 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's iShares Short Maturity Bond ETF position peaked at $3.94M in Q3 2017.
  • 206 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.