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JP Morgan Private Wealth Advisors’s Oxford Square Capital OXSQ Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio OXSQ Stock Details OXSQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-77,897
Closed -$485K – 1493
2019
Q3 		$485K Buy
+77,897
New +$497K ﹤0.01% 1017

Other funds holding OXSQ

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JP Morgan Private Wealth Advisors's OXSQ Position: Q4 2019 in Review

JP Morgan Private Wealth Advisors sold out of Oxford Square Capital (OXSQ) in Q4 2019, closing a stake of 77,897 shares — an estimated $485K sold.

JP Morgan Private Wealth Advisors first reported a position in OXSQ in Q3 2019 and held it in 1 quarter. The position peaked at $485K in Q3 2019. 67 funds tracked by Wall St. Rank hold OXSQ as of Q4 2019.

  • JP Morgan Private Wealth Advisors reported no remaining Oxford Square Capital position as of Q4 2019 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 77,897 Oxford Square Capital shares in Q4 2019, an estimated $485K.
  • JP Morgan Private Wealth Advisors first reported a position in Oxford Square Capital in Q3 2019 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Oxford Square Capital position peaked at $485K in Q3 2019.
  • 67 funds tracked by Wall St. Rank held Oxford Square Capital as of Q4 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.