JP Morgan Chase
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JP Morgan Chase’s ActivePassive Core Bond ETF APCB Stock Holding History

JP Morgan Chase’s Portfolio APCB Stock Details APCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-570
Closed -$16.2K – 7498
2023
Q3 		$16.2K Buy
+570
New +$16.6K ﹤0.01% 6120

Other funds holding APCB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

JP Morgan Chase's APCB Position: Q4 2023 in Review

JP Morgan Chase sold out of ActivePassive Core Bond ETF (APCB) in Q4 2023, closing a stake of 570 shares — an estimated $16.2K sold.

JP Morgan Chase first reported a position in APCB in Q3 2023 and held it in 1 quarter. The position peaked at $16.2K in Q3 2023. 12 funds tracked by Wall St. Rank hold APCB as of Q4 2023.

  • JP Morgan Chase reported no remaining ActivePassive Core Bond ETF position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 570 ActivePassive Core Bond ETF shares in Q4 2023, an estimated $16.2K.
  • JP Morgan Chase first reported a position in ActivePassive Core Bond ETF in Q3 2023 and held it in 1 quarter.
  • JP Morgan Chase's ActivePassive Core Bond ETF position peaked at $16.2K in Q3 2023.
  • 12 funds tracked by Wall St. Rank held ActivePassive Core Bond ETF as of Q4 2023.

Based on JP Morgan Chase's 13F filing for Q4 2023, filed 12 Feb 2024.