JP Morgan Chase
BSCR icon

JP Morgan Chase’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

JP Morgan Chase’s Portfolio BSCR Stock Details BSCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.08M Buy
157,291
+151,966
+2,854% +$3M ﹤0.01% 3755
2025
Q4 		$105K Sell
5,325
-245,711
-98% -$4.85M ﹤0.01% 5857
2025
Q3 		$4.95M Buy
251,036
+19,805
+9% +$390K ﹤0.01% 3374
2025
Q2 		$4.54M Sell
231,231
-110,367
-32% -$2.16M ﹤0.01% 3257
2025
Q1 		$6.69M Buy
341,598
+335,446
+5,453% +$6.55M ﹤0.01% 2909
2024
Q4 		$120K Sell
6,152
-135,112
-96% -$2.64M ﹤0.01% 5686
2024
Q3 		$2.79M Buy
141,264
+85,418
+153% +$1.67M ﹤0.01% 3716
2024
Q2 		$1.07M Buy
55,846
+55,671
+31,812% +$1.07M ﹤0.01% 4224
2024
Q1 		$3.38K Buy
+175
New +$3.38K ﹤0.01% 6509

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return