JP Morgan Chase
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JP Morgan Chase’s Brookstone Yield ETF BAMY Stock Holding History

JP Morgan Chase’s Portfolio BAMY Stock Details BAMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,903
Closed -$50.8K – 7389
2024
Q3 		$50.8K Buy
+1,903
New +$50.4K ﹤0.01% 5982

Other funds holding BAMY

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
CB
Chris Bulman Roseville, California $228M AUM 16.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $659M AUM 18.25% 1-Year Est. Return

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

JP Morgan Chase sold out of Brookstone Yield ETF (BAMY) in Q4 2024, closing a stake of 1,903 shares — an estimated $50.8K sold.

JP Morgan Chase first reported a position in BAMY in Q3 2024 and held it in 1 quarter. The position peaked at $50.8K in Q3 2024. 7 funds tracked by Wall St. Rank hold BAMY as of Q4 2024.

  • JP Morgan Chase reported no remaining Brookstone Yield ETF position as of Q4 2024 after selling out during the quarter.
  • JP Morgan Chase sold 1,903 Brookstone Yield ETF shares in Q4 2024, an estimated $50.8K.
  • JP Morgan Chase first reported a position in Brookstone Yield ETF in Q3 2024 and held it in 1 quarter.
  • JP Morgan Chase's Brookstone Yield ETF position peaked at $50.8K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Brookstone Yield ETF as of Q4 2024.

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