JP Morgan Chase
BFOR icon

JP Morgan Chase’s Barron's 400 ETF BFOR Stock Holding History

JP Morgan Chase’s Portfolio BFOR Stock Details BFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-900
Closed -$9K – 5608
2019
Q3 		$9K Hold
900
– – ﹤0.01% 5511
2019
Q2 		$9K Sell
900
-330,648
-100% -$3.33M ﹤0.01% 5570
2019
Q1 		$3.32M Sell
331,548
-7,472
-2% -$73.8K ﹤0.01% 2936
2018
Q4 		$3.01M Sell
339,020
-204
-0.1% -$2.03K ﹤0.01% 2968
2018
Q3 		$3.81M Buy
339,224
+4,416
+1% +$49.6K ﹤0.01% 2965
2018
Q2 		$3.62M Buy
334,808
+23,572
+8% +$252K ﹤0.01% 2949
2018
Q1 		$3.24M Buy
311,236
+159,812
+106% +$1.69M ﹤0.01% 2926
2017
Q4 		$1.57M Buy
+151,424
New +$1.54M ﹤0.01% 3455

Other funds holding BFOR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase's BFOR Position: Q4 2019 in Review

JP Morgan Chase sold out of Barron's 400 ETF (BFOR) in Q4 2019, closing a stake of 900 shares — an estimated $9K sold.

JP Morgan Chase first reported a position in BFOR in Q4 2017 and held it in 8 quarters. The position peaked at $3.81M in Q3 2018. 26 funds tracked by Wall St. Rank hold BFOR as of Q4 2019.

  • JP Morgan Chase reported no remaining Barron's 400 ETF position as of Q4 2019 after selling out during the quarter.
  • JP Morgan Chase sold 900 Barron's 400 ETF shares in Q4 2019, an estimated $9K.
  • JP Morgan Chase first reported a position in Barron's 400 ETF in Q4 2017 and held it in 8 quarters.
  • JP Morgan Chase's Barron's 400 ETF position peaked at $3.81M in Q3 2018.
  • 26 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q4 2019.

Based on JP Morgan Chase's 13F filing for Q4 2019, filed 11 Feb 2020.