JP Morgan Private Wealth Advisors’s Puhui Wealth Investment Management Co., Ltd. PHCF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,396	Closed	-$13K	–	2056
2022 Q1	$13K	Buy	+2,396	New	+$14.5K	﹤0.01%	1982

Other funds holding PHCF

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's PHCF Position: Q2 2022 in Review

JP Morgan Private Wealth Advisors sold out of Puhui Wealth Investment Management Co., Ltd. (PHCF) in Q2 2022, closing a stake of 2,396 shares — an estimated $13K sold.

JP Morgan Private Wealth Advisors first reported a position in PHCF in Q1 2022 and held it in 1 quarter. The position peaked at $13K in Q1 2022. 5 funds tracked by Wall St. Rank hold PHCF as of Q2 2022.

JP Morgan Private Wealth Advisors reported no remaining Puhui Wealth Investment Management Co., Ltd. position as of Q2 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 2,396 Puhui Wealth Investment Management Co., Ltd. shares in Q2 2022, an estimated $13K.
JP Morgan Private Wealth Advisors first reported a position in Puhui Wealth Investment Management Co., Ltd. in Q1 2022 and held it in 1 quarter.
JP Morgan Private Wealth Advisors's Puhui Wealth Investment Management Co., Ltd. position peaked at $13K in Q1 2022.
5 funds tracked by Wall St. Rank held Puhui Wealth Investment Management Co., Ltd. as of Q2 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.