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JP Morgan Private Wealth Advisors’s ProShares Ultra S&P500 SSO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SSO Stock Details SSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-48,000
Closed -$509K – 1344
2017
Q1 		$509K Hold
48,000
– – ﹤0.01% 845
2016
Q4 		$457K Hold
48,000
– – ﹤0.01% 839
2016
Q3 		$426K Hold
48,000
– – ﹤0.01% 843
2016
Q2 		$398K Buy
+48,000
New +$389K ﹤0.01% 865

Other funds holding SSO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
RVM
Robinson Value Management San Antonio, Texas $187M AUM 26.16% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AIA
Allegis Investment Advisors Idaho Falls, Idaho $326M AUM 10.36% 1-Year Est. Return
CC
Cedar Capital Barrington, Illinois $54.9M AUM 33.3% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SSO Position: Q2 2017 in Review

JP Morgan Private Wealth Advisors sold out of ProShares Ultra S&P500 (SSO) in Q2 2017, closing a stake of 48,000 shares — an estimated $509K sold.

JP Morgan Private Wealth Advisors first reported a position in SSO in Q2 2016 and held it in 4 quarters. The position peaked at $509K in Q1 2017. 100 funds tracked by Wall St. Rank hold SSO as of Q2 2017.

  • JP Morgan Private Wealth Advisors reported no remaining ProShares Ultra S&P500 position as of Q2 2017 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 48,000 ProShares Ultra S&P500 shares in Q2 2017, an estimated $509K.
  • JP Morgan Private Wealth Advisors first reported a position in ProShares Ultra S&P500 in Q2 2016 and held it in 4 quarters.
  • JP Morgan Private Wealth Advisors's ProShares Ultra S&P500 position peaked at $509K in Q1 2017.
  • 100 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.