JP Morgan Chase
FCTR icon

JP Morgan Chase’s First Trust Lunt US Factor Rotation ETF FCTR Stock Holding History

JP Morgan Chase’s Portfolio FCTR Stock Details FCTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1
Closed -$18 – 7539
2023
Q2 		$18 Sell
1
-1,535
-100% -$39.5K ﹤0.01% 6793
2023
Q1 		$42.1K Sell
1,536
-1
-0.1% -$28 ﹤0.01% 5760
2022
Q4 		$43K Buy
+1,537
New +$43.7K ﹤0.01% 5678

Other funds holding FCTR

SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JP Morgan Chase's FCTR Position: Q3 2023 in Review

JP Morgan Chase sold out of First Trust Lunt US Factor Rotation ETF (FCTR) in Q3 2023, closing a stake of 1 share — an estimated $18 sold.

JP Morgan Chase first reported a position in FCTR in Q4 2022 and held it in 3 quarters. The position peaked at $43K in Q4 2022. 43 funds tracked by Wall St. Rank hold FCTR as of Q3 2023.

  • JP Morgan Chase reported no remaining First Trust Lunt US Factor Rotation ETF position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Chase sold 1 First Trust Lunt US Factor Rotation ETF share in Q3 2023, an estimated $18.
  • JP Morgan Chase first reported a position in First Trust Lunt US Factor Rotation ETF in Q4 2022 and held it in 3 quarters.
  • JP Morgan Chase's First Trust Lunt US Factor Rotation ETF position peaked at $43K in Q4 2022.
  • 43 funds tracked by Wall St. Rank held First Trust Lunt US Factor Rotation ETF as of Q3 2023.

Based on JP Morgan Chase's 13F filing for Q3 2023, filed 14 Nov 2023.