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JP Morgan Private Wealth Advisors’s ProShares Short S&P500 SH Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SH Stock Details SH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,500
Closed -$273K – 1569
2018
Q3 		$273K Buy
+2,500
New +$280K ﹤0.01% 1349

Other funds holding SH

SFM
Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFIC
Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of ProShares Short S&P500 (SH) in Q4 2018, closing a stake of 2,500 shares — an estimated $273K sold.

JP Morgan Private Wealth Advisors first reported a position in SH in Q3 2018 and held it in 1 quarter. The position peaked at $273K in Q3 2018. 137 funds tracked by Wall St. Rank hold SH as of Q4 2018.

  • JP Morgan Private Wealth Advisors reported no remaining ProShares Short S&P500 position as of Q4 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 2,500 ProShares Short S&P500 shares in Q4 2018, an estimated $273K.
  • JP Morgan Private Wealth Advisors first reported a position in ProShares Short S&P500 in Q3 2018 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's ProShares Short S&P500 position peaked at $273K in Q3 2018.
  • 137 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2018.

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