JP Morgan Chase
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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 – 7455
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 $32.7B AUM 35.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

JP Morgan Chase's BTAL Position: Q4 2025 in Review

JP Morgan Chase sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q4 2025, closing a stake of 789 shares — an estimated $12.6K sold.

JP Morgan Chase first reported a position in BTAL in Q4 2022 and held it in 12 quarters. The position peaked at $1.67M in Q2 2024. 81 funds tracked by Wall St. Rank hold BTAL as of Q4 2025.

  • JP Morgan Chase reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q4 2025 after selling out during the quarter.
  • JP Morgan Chase sold 789 AGF US Market Neutral Anti-Beta Fund shares in Q4 2025, an estimated $12.6K.
  • JP Morgan Chase first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2022 and held it in 12 quarters.
  • JP Morgan Chase's AGF US Market Neutral Anti-Beta Fund position peaked at $1.67M in Q2 2024.
  • 81 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q4 2025.

Based on JP Morgan Chase's 13F filing for Q4 2025, filed 11 Feb 2026.