IndexIQ Advisors’s JPMorgan Chase JPM Stock Holding History

IndexIQ Advisors’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$202K	Buy	1,482 +964	+186%	+$142K	0.01%	1029
2021 Q4	$82K	Buy	+518	New	+$85.1K	﹤0.01%	1099
2021 Q1	–	Sell	-21,038	Closed	-$2.67M	–	1226
2020 Q4	$2.67M	Hold	21,038	–	–	0.1%	156
2020 Q3	$2.02M	Sell	21,038 -107	-0.5%	-$10.5K	0.08%	175
2020 Q2	$1.99M	Buy	21,145 +25	+0.1%	+$2.37K	0.09%	171
2020 Q1	$1.9M	Buy	+21,120	New	+$2.57M	0.09%	165
2018 Q1	–	Sell	-8,769	Closed	-$938K	–	619
2017 Q4	$938K	Buy	+8,769	New	+$888K	0.03%	398

Other funds holding JPM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IndexIQ Advisors's JPM Position: Q1 2022 in Review

IndexIQ Advisors increased its JPMorgan Chase (JPM) stake by 186% in Q1 2022, buying an estimated $142K and bringing the position to 1,482 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #1029.

IndexIQ Advisors first reported a position in JPM in Q4 2017 and has held it in 7 quarters since. The position peaked at $2.67M in Q4 2020. 3,510 funds tracked by Wall St. Rank hold JPM as of Q1 2022.

IndexIQ Advisors held 1,482 shares of JPMorgan Chase worth $202K as of Q1 2022.
IndexIQ Advisors bought 964 JPMorgan Chase shares in Q1 2022, an estimated $142K.
JPMorgan Chase made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #1029 holding.
IndexIQ Advisors first reported a position in JPMorgan Chase in Q4 2017 and has held it in 7 quarters since.
IndexIQ Advisors's JPMorgan Chase position peaked at $2.67M in Q4 2020.
3,510 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.