JP Morgan Chase
BTAL icon

JP Morgan Chase’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

JP Morgan Chase’s Portfolio BTAL Stock Details BTAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-789
Closed -$12.6K – 7456
2025
Q3 		$12.6K Buy
789
+20
+3% +$329 ﹤0.01% 6583
2025
Q2 		$13.6K Sell
769
-6,104
-89% -$119K ﹤0.01% 6257
2025
Q1 		$143K Buy
6,873
+2,347
+52% +$44.5K ﹤0.01% 5394
2024
Q4 		$83.6K Sell
4,526
-3,746
-45% -$72.1K ﹤0.01% 5818
2024
Q3 		$162K Sell
8,272
-76,864
-90% -$1.53M ﹤0.01% 5504
2024
Q2 		$1.67M Buy
85,136
+81,868
+2,505% +$1.55M ﹤0.01% 3934
2024
Q1 		$58.9K Sell
3,268
-323
-9% -$5.86K ﹤0.01% 5877
2023
Q4 		$60.9K Sell
3,591
-808
-18% -$16.1K ﹤0.01% 5936
2023
Q3 		$87.4K Sell
4,399
-490
-10% -$9.28K ﹤0.01% 5566
2023
Q2 		$91.7K Buy
4,889
+1,672
+52% +$33.7K ﹤0.01% 5504
2023
Q1 		$65.6K Buy
3,217
+2,732
+563% +$55K ﹤0.01% 5607
2022
Q4 		$10K Buy
+485
New +$10.1K ﹤0.01% 6023

Other funds holding BTAL

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return