JP Morgan Chase
ACVU

JP Morgan Chase’s Hartford Alpha Capture Value ETF ACVU Stock Holding History

JP Morgan Chase’s Portfolio ACVU Stock Details ACVU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-111,392
Closed -$2.91M – 7679
2024
Q3 		$2.91M Buy
+111,392
New +$2.81M ﹤0.01% 3669

Other funds holding ACVU

MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BC
Bowman & Company Oshkosh, Wisconsin $237M AUM 16.16% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Chase's ACVU Position: Q4 2024 in Review

JP Morgan Chase sold out of Hartford Alpha Capture Value ETF (ACVU) in Q4 2024, closing a stake of 111,392 shares — an estimated $2.91M sold.

JP Morgan Chase first reported a position in ACVU in Q3 2024 and held it in 1 quarter. The position peaked at $2.91M in Q3 2024. 19 funds tracked by Wall St. Rank hold ACVU as of Q4 2024.

  • JP Morgan Chase reported no remaining Hartford Alpha Capture Value ETF position as of Q4 2024 after selling out during the quarter.
  • JP Morgan Chase sold 111,392 Hartford Alpha Capture Value ETF shares in Q4 2024, an estimated $2.91M.
  • JP Morgan Chase first reported a position in Hartford Alpha Capture Value ETF in Q3 2024 and held it in 1 quarter.
  • JP Morgan Chase's Hartford Alpha Capture Value ETF position peaked at $2.91M in Q3 2024.
  • 19 funds tracked by Wall St. Rank held Hartford Alpha Capture Value ETF as of Q4 2024.

Based on JP Morgan Chase's 13F filing for Q4 2024, filed 12 Feb 2025.