JP Morgan Private Wealth Advisors’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-22,595	Closed	-$503K	–	1319
2017 Q3	$503K	Hold	22,595	–	–	﹤0.01%	840
2017 Q2	$502K	Buy	22,595 +905	+4%	+$20.2K	﹤0.01%	840
2017 Q1	$478K	Hold	21,690	–	–	﹤0.01%	874
2016 Q4	$461K	Hold	21,690	–	–	﹤0.01%	834
2016 Q3	$456K	Hold	21,690	–	–	﹤0.01%	821
2016 Q2	$449K	Buy	+21,690	New	+$443K	﹤0.01%	817

Other funds holding PBP

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

FIAS

FinTrust Investment Advisory Services Greenville, South Carolina $109M AUM

EDRIA

Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PBP Position: Q4 2017 in Review

JP Morgan Private Wealth Advisors sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q4 2017, closing a stake of 22,595 shares — an estimated $503K sold.

JP Morgan Private Wealth Advisors first reported a position in PBP in Q2 2016 and held it in 6 quarters. The position peaked at $503K in Q3 2017. 83 funds tracked by Wall St. Rank hold PBP as of Q4 2017.

JP Morgan Private Wealth Advisors reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q4 2017 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 22,595 Invesco S&P 500 BuyWrite ETF shares in Q4 2017, an estimated $503K.
JP Morgan Private Wealth Advisors first reported a position in Invesco S&P 500 BuyWrite ETF in Q2 2016 and held it in 6 quarters.
JP Morgan Private Wealth Advisors's Invesco S&P 500 BuyWrite ETF position peaked at $503K in Q3 2017.
83 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q4 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.