JP Morgan Chase
BLES icon

JP Morgan Chase’s Inspire Global Hope ETF BLES Stock Holding History

JP Morgan Chase’s Portfolio BLES Stock Details BLES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$880K Sell
20,332
-771
-4% -$34.9K ﹤0.01% 4687
2025
Q4 		$912K Buy
21,103
+1,293
+7% +$55.4K ﹤0.01% 4669
2025
Q3 		$841K Buy
19,810
+2,673
+16% +$111K ﹤0.01% 4708
2025
Q2 		$696K Sell
17,137
-1,829
-10% -$70.7K ﹤0.01% 4598
2025
Q1 		$716K Buy
18,966
+36
+0.2% +$1.38K ﹤0.01% 4563
2024
Q4 		$700K Buy
18,930
+147
+0.8% +$5.68K ﹤0.01% 4859
2024
Q3 		$742K Buy
18,783
+5,722
+44% +$216K ﹤0.01% 4660
2024
Q2 		$477K Buy
+13,061
New +$482K ﹤0.01% 4719
2024
Q1 		– Sell
-10,630
Closed -$379K – 7431
2023
Q4 		$379K Buy
10,630
+835
+9% +$27.3K ﹤0.01% 4967
2023
Q3 		$312K Buy
9,795
+2,584
+36% +$86.3K ﹤0.01% 4765
2023
Q2 		$241K Sell
7,211
-2,239
-24% -$73.3K ﹤0.01% 4966
2023
Q1 		$310K Buy
9,450
+2,411
+34% +$79K ﹤0.01% 4789
2022
Q4 		$220K Buy
+7,039
New +$214K ﹤0.01% 4986

Other funds holding BLES

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return