JP Morgan Chase
ADFI

JP Morgan Chase’s Anfield Dynamic Fixed Income ETF ADFI Stock Holding History

JP Morgan Chase’s Portfolio ADFI Stock Details ADFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-419
Closed -$3.67K – 7364
2024
Q3 		$3.67K Buy
+419
New +$3.63K ﹤0.01% 6544
2023
Q1 		– Sell
-1,241
Closed -$10K – 6644
2022
Q4 		$10K Buy
+1,241
New +$10.3K ﹤0.01% 6020

Other funds holding ADFI

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $221M AUM
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

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

JP Morgan Chase sold out of Anfield Dynamic Fixed Income ETF (ADFI) in Q4 2024, closing a stake of 419 shares — an estimated $3.67K sold.

JP Morgan Chase first reported a position in ADFI in Q4 2022 and held it in 2 quarters. The position peaked at $10K in Q4 2022. 12 funds tracked by Wall St. Rank hold ADFI as of Q4 2024.

  • JP Morgan Chase reported no remaining Anfield Dynamic Fixed Income ETF position as of Q4 2024 after selling out during the quarter.
  • JP Morgan Chase sold 419 Anfield Dynamic Fixed Income ETF shares in Q4 2024, an estimated $3.67K.
  • JP Morgan Chase first reported a position in Anfield Dynamic Fixed Income ETF in Q4 2022 and held it in 2 quarters.
  • JP Morgan Chase's Anfield Dynamic Fixed Income ETF position peaked at $10K in Q4 2022.
  • 12 funds tracked by Wall St. Rank held Anfield Dynamic Fixed Income ETF as of Q4 2024.

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