JMPWA
PIV

JP Morgan Private Wealth Advisors’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PIV Stock Details PIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-15,619
Closed -$466K – 1568
2018
Q1 		$466K Sell
15,619
-584,312
-97% -$17.4M ﹤0.01% 894
2017
Q4 		$18.3M Buy
599,931
+25,944
+5% +$790K 0.12% 167
2017
Q3 		$16.5M Sell
573,987
-326,873
-36% -$9.41M 0.12% 166
2017
Q2 		$25.2M Buy
900,860
+59,401
+7% +$1.66M 0.19% 128
2017
Q1 		$23M Buy
841,459
+832,098
+8,889% +$22.8M 0.18% 133
2016
Q4 		$243K Sell
9,361
-585
-6% -$15.2K ﹤0.01% 1091
2016
Q3 		$250K Buy
9,946
+585
+6% +$14.7K ﹤0.01% 1057
2016
Q2 		$232K Sell
9,361
-400
-4% -$9.91K ﹤0.01% 1093
2016
Q1 		$240K Hold
9,761
– – ﹤0.01% 1023
2015
Q4 		$226K Hold
9,761
– – ﹤0.01% 983
2015
Q3 		$215K Hold
9,761
– – ﹤0.01% 913
2015
Q2 		$225K Hold
9,761
– – ﹤0.01% 939
2015
Q1 		$229K Buy
+9,761
New +$229K ﹤0.01% 989

Other funds holding PIV

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 15,619 shares — an estimated $466K sold.

JP Morgan Private Wealth Advisors first reported a position in PIV in Q1 2015 and held it in 13 quarters. The position peaked at $25.2M in Q2 2017. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

  • JP Morgan Private Wealth Advisors reported no remaining PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position as of Q2 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 15,619 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $466K.
  • JP Morgan Private Wealth Advisors first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q1 2015 and held it in 13 quarters.
  • JP Morgan Private Wealth Advisors's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $25.2M in Q2 2017.
  • 3 funds tracked by Wall St. Rank held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX as of Q2 2018.

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