JP Morgan Chase
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JP Morgan Chase’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

JP Morgan Chase’s Portfolio AESR Stock Details AESR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,996
Closed -$61.7K – 7392
2025
Q3 		$61.7K Buy
+2,996
New +$59K ﹤0.01% 6150
2023
Q1 		– Sell
-485
Closed -$6K – 6647
2022
Q4 		$6K Buy
+485
New +$5.56K ﹤0.01% 6115

Other funds holding AESR

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
JMA
J.M. Arbour Gardiner, Maine $104M AUM
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $314M AUM
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return

JP Morgan Chase's AESR Position: Q4 2025 in Review

JP Morgan Chase sold out of Anfield US Equity Sector Rotation ETF (AESR) in Q4 2025, closing a stake of 2,996 shares — an estimated $61.7K sold.

JP Morgan Chase first reported a position in AESR in Q4 2022 and held it in 2 quarters. The position peaked at $61.7K in Q3 2025. 22 funds tracked by Wall St. Rank hold AESR as of Q4 2025.

  • JP Morgan Chase reported no remaining Anfield US Equity Sector Rotation ETF position as of Q4 2025 after selling out during the quarter.
  • JP Morgan Chase sold 2,996 Anfield US Equity Sector Rotation ETF shares in Q4 2025, an estimated $61.7K.
  • JP Morgan Chase first reported a position in Anfield US Equity Sector Rotation ETF in Q4 2022 and held it in 2 quarters.
  • JP Morgan Chase's Anfield US Equity Sector Rotation ETF position peaked at $61.7K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q4 2025.

Based on JP Morgan Chase's 13F filing for Q4 2025, filed 11 Feb 2026.