JP Morgan Private Wealth Advisors’s NewtekOne NEWT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-17,347	Closed	-$393K	–	1500
2019 Q4	$393K	Hold	17,347	–	–	﹤0.01%	1134
2019 Q3	$392K	Hold	17,347	–	–	﹤0.01%	1084
2019 Q2	$399K	Hold	17,347	–	–	﹤0.01%	1057
2019 Q1	$341K	Hold	17,347	–	–	﹤0.01%	1158
2018 Q4	$303K	Buy	+17,347	New	+$335K	﹤0.01%	1168

Other funds holding NEWT

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

MCM

McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Private Wealth Advisors's NEWT Position: Q1 2020 in Review

JP Morgan Private Wealth Advisors sold out of NewtekOne (NEWT) in Q1 2020, closing a stake of 17,347 shares — an estimated $393K sold.

JP Morgan Private Wealth Advisors first reported a position in NEWT in Q4 2018 and held it in 5 quarters. The position peaked at $399K in Q2 2019. 69 funds tracked by Wall St. Rank hold NEWT as of Q1 2020.

JP Morgan Private Wealth Advisors reported no remaining NewtekOne position as of Q1 2020 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 17,347 NewtekOne shares in Q1 2020, an estimated $393K.
JP Morgan Private Wealth Advisors first reported a position in NewtekOne in Q4 2018 and held it in 5 quarters.
JP Morgan Private Wealth Advisors's NewtekOne position peaked at $399K in Q2 2019.
69 funds tracked by Wall St. Rank held NewtekOne as of Q1 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2020, filed 13 May 2020.