JP Morgan Chase
ABOT

JP Morgan Chase’s Abacus FCF Innovation Leaders ETF ABOT Stock Holding History

JP Morgan Chase’s Portfolio ABOT Stock Details ABOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-150
Closed -$3K – 7315
2022
Q4 		$3K Buy
+150
New +$3.36K ﹤0.01% 6270

Other funds holding ABOT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

JP Morgan Chase's ABOT Position: Q1 2023 in Review

JP Morgan Chase sold out of Abacus FCF Innovation Leaders ETF (ABOT) in Q1 2023, closing a stake of 150 shares — an estimated $3K sold.

JP Morgan Chase first reported a position in ABOT in Q4 2022 and held it in 1 quarter. The position peaked at $3K in Q4 2022. 14 funds tracked by Wall St. Rank hold ABOT as of Q1 2023.

  • JP Morgan Chase reported no remaining Abacus FCF Innovation Leaders ETF position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Chase sold 150 Abacus FCF Innovation Leaders ETF shares in Q1 2023, an estimated $3K.
  • JP Morgan Chase first reported a position in Abacus FCF Innovation Leaders ETF in Q4 2022 and held it in 1 quarter.
  • JP Morgan Chase's Abacus FCF Innovation Leaders ETF position peaked at $3K in Q4 2022.
  • 14 funds tracked by Wall St. Rank held Abacus FCF Innovation Leaders ETF as of Q1 2023.

Based on JP Morgan Chase's 13F filing for Q1 2023, filed 11 May 2023.