JP Morgan Chase
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JP Morgan Chase’s Adaptive Alpha Opportunities ETF AGOX Stock Holding History

JP Morgan Chase’s Portfolio AGOX Stock Details AGOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$735K Buy
21,212
+19,676
+1,281% +$646K ﹤0.01% 4871
2026
Q1 		$39.6K Buy
1,536
+345
+29% +$9.97K ﹤0.01% 6290
2025
Q4 		$34K Buy
1,191
+815
+217% +$24.6K ﹤0.01% 6368
2025
Q3 		$11.5K Buy
+376
New +$11.2K ﹤0.01% 6603
2025
Q2 		– Sell
-10
Closed -$256 – 7036
2025
Q1 		$256 Hold
10
– – ﹤0.01% 6772
2024
Q4 		$284 Buy
+10
New +$290 ﹤0.01% 6870

Other funds holding AGOX

BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

JP Morgan Chase's AGOX Position: Q2 2026 in Review

JP Morgan Chase increased its Adaptive Alpha Opportunities ETF (AGOX) stake by 1,281% in Q2 2026, buying an estimated $646K and bringing the position to 21,212 shares worth $735K. The position accounts for ﹤0.01% of the portfolio, ranked #4871.

JP Morgan Chase first reported a position in AGOX in Q4 2024 and has held it in 6 quarters since. 49 funds tracked by Wall St. Rank hold AGOX as of Q2 2026.

  • JP Morgan Chase held 21,212 shares of Adaptive Alpha Opportunities ETF worth $735K as of Q2 2026.
  • JP Morgan Chase bought 19,676 Adaptive Alpha Opportunities ETF shares in Q2 2026, an estimated $646K.
  • Adaptive Alpha Opportunities ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4871 holding.
  • JP Morgan Chase first reported a position in Adaptive Alpha Opportunities ETF in Q4 2024 and has held it in 6 quarters since.
  • 49 funds tracked by Wall St. Rank held Adaptive Alpha Opportunities ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.