JP Morgan Chase
BGLD icon

JP Morgan Chase’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

JP Morgan Chase’s Portfolio BGLD Stock Details BGLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,077
Closed -$80.4K – 7340
2024
Q1 		$80.4K Buy
+4,077
New +$76.7K ﹤0.01% 5766

Other funds holding BGLD

SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

JP Morgan Chase's BGLD Position: Q2 2024 in Review

JP Morgan Chase sold out of FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) in Q2 2024, closing a stake of 4,077 shares — an estimated $80.4K sold.

JP Morgan Chase first reported a position in BGLD in Q1 2024 and held it in 1 quarter. The position peaked at $80.4K in Q1 2024. 18 funds tracked by Wall St. Rank hold BGLD as of Q2 2024.

  • JP Morgan Chase reported no remaining FT Vest Gold Strategy Quarterly Buffer ETF position as of Q2 2024 after selling out during the quarter.
  • JP Morgan Chase sold 4,077 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q2 2024, an estimated $80.4K.
  • JP Morgan Chase first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q1 2024 and held it in 1 quarter.
  • JP Morgan Chase's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $80.4K in Q1 2024.
  • 18 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q2 2024.

Based on JP Morgan Chase's 13F filing for Q2 2024, filed 12 Aug 2024.