JP Morgan Chase
BAMA icon

JP Morgan Chase’s Brookstone Active ETF BAMA Stock Holding History

JP Morgan Chase’s Portfolio BAMA Stock Details BAMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,298
Closed -$101K – 7387
2024
Q3 		$101K Buy
+3,298
New +$98.2K ﹤0.01% 5698

Other funds holding BAMA

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return

JP Morgan Chase's BAMA Position: Q4 2024 in Review

JP Morgan Chase sold out of Brookstone Active ETF (BAMA) in Q4 2024, closing a stake of 3,298 shares — an estimated $101K sold.

JP Morgan Chase first reported a position in BAMA in Q3 2024 and held it in 1 quarter. The position peaked at $101K in Q3 2024. 7 funds tracked by Wall St. Rank hold BAMA as of Q4 2024.

  • JP Morgan Chase reported no remaining Brookstone Active ETF position as of Q4 2024 after selling out during the quarter.
  • JP Morgan Chase sold 3,298 Brookstone Active ETF shares in Q4 2024, an estimated $101K.
  • JP Morgan Chase first reported a position in Brookstone Active ETF in Q3 2024 and held it in 1 quarter.
  • JP Morgan Chase's Brookstone Active ETF position peaked at $101K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Brookstone Active ETF as of Q4 2024.

Based on JP Morgan Chase's 13F filing for Q4 2024, filed 12 Feb 2025.