JP Morgan Chase’s Invesco Bloomberg Financial Data Providers ETF FDIQ Stock Holding History

JP Morgan Chase’s Portfolio FDIQ Stock Details FDIQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-99	Closed	-$6K	–	6977
2022 Q4	$6K	Buy	+99	New	+$5.88K	﹤0.01%	6127
2019 Q1	–	Sell	-1,100	Closed	-$49K	–	5916
2018 Q4	$49K	Hold	1,100	–	–	﹤0.01%	5082
2018 Q3	$61K	Hold	1,100	–	–	﹤0.01%	5128
2018 Q2	$63K	Buy	+1,100	New	+$64.5K	﹤0.01%	4993
2018 Q1	–	Sell	-1,680	Closed	-$94K	–	5503
2017 Q4	$94K	Hold	1,680	–	–	﹤0.01%	4686
2017 Q3	$92K	Buy	1,680 +326	+24%	+$16.9K	﹤0.01%	4324
2017 Q2	$73K	Sell	1,354 -3	-0.2%	-$158	﹤0.01%	4265
2017 Q1	$73K	Sell	1,357 -12,266	-90%	-$679K	﹤0.01%	4430
2016 Q4	$763K	Buy	13,623 +11,920	+700%	+$592K	﹤0.01%	3564
2016 Q3	$74K	Buy	+1,703	New	+$72.3K	﹤0.01%	3938
2013 Q3	–	Sell	-50,000	Closed	-$1.63M	–	4418
2013 Q2	$1.63M	Buy	+50,000	New	+$1.54M	﹤0.01%	2934

Other funds holding FDIQ

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

JP Morgan Chase sold out of Invesco Bloomberg Financial Data Providers ETF (FDIQ) in Q1 2023, closing a stake of 99 shares — an estimated $6K sold.

JP Morgan Chase first reported a position in FDIQ in Q2 2013 and held it in 11 quarters. The position peaked at $1.63M in Q2 2013. 33 funds tracked by Wall St. Rank hold FDIQ as of Q1 2023.

JP Morgan Chase reported no remaining Invesco Bloomberg Financial Data Providers ETF position as of Q1 2023 after selling out during the quarter.
JP Morgan Chase sold 99 Invesco Bloomberg Financial Data Providers ETF shares in Q1 2023, an estimated $6K.
JP Morgan Chase first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q2 2013 and held it in 11 quarters.
JP Morgan Chase's Invesco Bloomberg Financial Data Providers ETF position peaked at $1.63M in Q2 2013.
33 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q1 2023.

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