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JP Morgan Private Wealth Advisors’s ProShares Short QQQ PSQ Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PSQ Stock Details PSQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,000
Closed -$293K – 1560
2018
Q3 		$293K Buy
+2,000
New +$302K ﹤0.01% 1307

Other funds holding PSQ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NL
NKCFO LLC Geneva, Illinois $330M AUM 51.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
TCM
Tuttle Capital Management Riverside, Connecticut $148M AUM 64.07% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PSQ Position: Q4 2018 in Review

JP Morgan Private Wealth Advisors sold out of ProShares Short QQQ (PSQ) in Q4 2018, closing a stake of 2,000 shares — an estimated $293K sold.

JP Morgan Private Wealth Advisors first reported a position in PSQ in Q3 2018 and held it in 1 quarter. The position peaked at $293K in Q3 2018. 55 funds tracked by Wall St. Rank hold PSQ as of Q4 2018.

  • JP Morgan Private Wealth Advisors reported no remaining ProShares Short QQQ position as of Q4 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 2,000 ProShares Short QQQ shares in Q4 2018, an estimated $293K.
  • JP Morgan Private Wealth Advisors first reported a position in ProShares Short QQQ in Q3 2018 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's ProShares Short QQQ position peaked at $293K in Q3 2018.
  • 55 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q4 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.