JP Morgan Chase’s ASYMmetric Smart S&P 500 ETF ASPY Stock Holding History

JP Morgan Chase’s Portfolio ASPY Stock Details ASPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-165	Closed	-$4K	–	7406
2022 Q4	$4K	Buy	+165	New	+$4.43K	﹤0.01%	6228

Other funds holding ASPY

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JP Morgan Chase's ASPY Position: Q1 2023 in Review

JP Morgan Chase sold out of ASYMmetric Smart S&P 500 ETF (ASPY) in Q1 2023, closing a stake of 165 shares — an estimated $4K sold.

JP Morgan Chase first reported a position in ASPY in Q4 2022 and held it in 1 quarter. The position peaked at $4K in Q4 2022. 8 funds tracked by Wall St. Rank hold ASPY as of Q1 2023.

JP Morgan Chase reported no remaining ASYMmetric Smart S&P 500 ETF position as of Q1 2023 after selling out during the quarter.
JP Morgan Chase sold 165 ASYMmetric Smart S&P 500 ETF shares in Q1 2023, an estimated $4K.
JP Morgan Chase first reported a position in ASYMmetric Smart S&P 500 ETF in Q4 2022 and held it in 1 quarter.
JP Morgan Chase's ASYMmetric Smart S&P 500 ETF position peaked at $4K in Q4 2022.
8 funds tracked by Wall St. Rank held ASYMmetric Smart S&P 500 ETF as of Q1 2023.

Based on JP Morgan Chase's 13F filing for Q1 2023, filed 11 May 2023.