JP Morgan Chase
AVDR

JP Morgan Chase’s AVDR US LargeCap Leading ETF AVDR Stock Holding History

JP Morgan Chase’s Portfolio AVDR Stock Details AVDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-6,000
Closed -$176K – 7321
2021
Q3 		$176K Buy
+6,000
New +$182K ﹤0.01% 5305

Other funds holding AVDR

MTWM
Masso Torrence Wealth Management Marlton, New Jersey $240M AUM 26.41% 1-Year Est. Return
HA
Herold Advisors New York $455M AUM 22.2% 1-Year Est. Return
IBOK
Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

JP Morgan Chase's AVDR Position: Q4 2021 in Review

JP Morgan Chase sold out of AVDR US LargeCap Leading ETF (AVDR) in Q4 2021, closing a stake of 6,000 shares — an estimated $176K sold.

JP Morgan Chase first reported a position in AVDR in Q3 2021 and held it in 1 quarter. The position peaked at $176K in Q3 2021. 11 funds tracked by Wall St. Rank hold AVDR as of Q4 2021.

  • JP Morgan Chase reported no remaining AVDR US LargeCap Leading ETF position as of Q4 2021 after selling out during the quarter.
  • JP Morgan Chase sold 6,000 AVDR US LargeCap Leading ETF shares in Q4 2021, an estimated $176K.
  • JP Morgan Chase first reported a position in AVDR US LargeCap Leading ETF in Q3 2021 and held it in 1 quarter.
  • JP Morgan Chase's AVDR US LargeCap Leading ETF position peaked at $176K in Q3 2021.
  • 11 funds tracked by Wall St. Rank held AVDR US LargeCap Leading ETF as of Q4 2021.

Based on JP Morgan Chase's 13F filing for Q4 2021, filed 10 Feb 2022.