JP Morgan Chase
CRUZ

JP Morgan Chase’s Defiance Hotel, Airline, and Cruise ETF CRUZ Stock Holding History

JP Morgan Chase’s Portfolio CRUZ Stock Details CRUZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,191
Closed -$19K – 7319
2022
Q4 		$19K Buy
+1,191
New +$19.4K ﹤0.01% 5910

Other funds holding CRUZ

JAWM
J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return

JP Morgan Chase's CRUZ Position: Q1 2023 in Review

JP Morgan Chase sold out of Defiance Hotel, Airline, and Cruise ETF (CRUZ) in Q1 2023, closing a stake of 1,191 shares — an estimated $19K sold.

JP Morgan Chase first reported a position in CRUZ in Q4 2022 and held it in 1 quarter. The position peaked at $19K in Q4 2022. 24 funds tracked by Wall St. Rank hold CRUZ as of Q1 2023.

  • JP Morgan Chase reported no remaining Defiance Hotel, Airline, and Cruise ETF position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Chase sold 1,191 Defiance Hotel, Airline, and Cruise ETF shares in Q1 2023, an estimated $19K.
  • JP Morgan Chase first reported a position in Defiance Hotel, Airline, and Cruise ETF in Q4 2022 and held it in 1 quarter.
  • JP Morgan Chase's Defiance Hotel, Airline, and Cruise ETF position peaked at $19K in Q4 2022.
  • 24 funds tracked by Wall St. Rank held Defiance Hotel, Airline, and Cruise ETF as of Q1 2023.

Based on JP Morgan Chase's 13F filing for Q1 2023, filed 11 May 2023.