JP Morgan Chase
ESUM

JP Morgan Chase’s Eventide US Market ETF ESUM Stock Holding History

JP Morgan Chase’s Portfolio ESUM Stock Details ESUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,450
Closed -$121K – 7890
2025
Q3 		$121K Buy
4,450
+4,446
+111,150% +$118K ﹤0.01% 5791
2025
Q2 		$104 Buy
+4
New +$97 ﹤0.01% 6833

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OCFG
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MI
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LWAM
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PFG
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GWM
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LPL Financial
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KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

JP Morgan Chase sold out of Eventide US Market ETF (ESUM) in Q4 2025, closing a stake of 4,450 shares — an estimated $121K sold.

JP Morgan Chase first reported a position in ESUM in Q2 2025 and held it in 2 quarters. The position peaked at $121K in Q3 2025. 39 funds tracked by Wall St. Rank hold ESUM as of Q4 2025.

  • JP Morgan Chase reported no remaining Eventide US Market ETF position as of Q4 2025 after selling out during the quarter.
  • JP Morgan Chase sold 4,450 Eventide US Market ETF shares in Q4 2025, an estimated $121K.
  • JP Morgan Chase first reported a position in Eventide US Market ETF in Q2 2025 and held it in 2 quarters.
  • JP Morgan Chase's Eventide US Market ETF position peaked at $121K in Q3 2025.
  • 39 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q4 2025.

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