JP Morgan Chase
FM

JP Morgan Chase’s iShares Frontier and Select EM ETF FM Stock Holding History

JP Morgan Chase’s Portfolio FM Stock Details FM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,400
Closed -$38.5K – 7332
2024
Q3 		$38.5K Buy
+1,400
New +$38.7K ﹤0.01% 6066
2024
Q2 		– Sell
-286
Closed -$8.19K – 7914
2024
Q1 		$8.19K Buy
286
+46
+19% +$1.24K ﹤0.01% 6369
2023
Q4 		$6.31K Sell
240
-13,891
-98% -$361K ﹤0.01% 6511
2023
Q3 		$366K Sell
14,131
-5,218
-27% -$141K ﹤0.01% 4665
2023
Q2 		$501K Buy
19,349
+16,153
+505% +$410K ﹤0.01% 4497
2023
Q1 		$82K Buy
+3,196
New +$81.9K ﹤0.01% 5515
2022
Q4 		– Sell
-373
Closed -$9K – 7408
2022
Q3 		$9K Sell
373
-67
-15% -$1.8K ﹤0.01% 5996
2022
Q2 		$12K Buy
+440
New +$13.2K ﹤0.01% 6007
2022
Q1 		– Sell
-2,038
Closed -$70K – 7353
2021
Q4 		$70K Buy
2,038
+819
+67% +$28.6K ﹤0.01% 5819
2021
Q3 		$41K Buy
1,219
+779
+177% +$26.1K ﹤0.01% 5893
2021
Q2 		$15K Buy
440
+40
+10% +$1.27K ﹤0.01% 5981
2021
Q1 		$12K Hold
400
– – ﹤0.01% 5782
2020
Q4 		$11K Sell
400
-400
-50% -$10.9K ﹤0.01% 5382
2020
Q3 		$20K Buy
800
+400
+100% +$9.89K ﹤0.01% 5153
2020
Q2 		$10K Hold
400
– – ﹤0.01% 5134
2020
Q1 		$9K Buy
+400
New +$11.1K ﹤0.01% 5068
2019
Q3 		– Sell
-114
Closed -$3K – 6164
2019
Q2 		$3K Sell
114
-719
-86% -$20.7K ﹤0.01% 5680
2019
Q1 		$24K Buy
833
+200
+32% +$5.64K ﹤0.01% 5365
2018
Q4 		$17K Buy
+633
New +$17.3K ﹤0.01% 5356
2018
Q3 		– Sell
-5
Closed – – 6003
2018
Q2 		$0 Buy
+5
New +$161 ﹤0.01% 5884
2017
Q4 		– Sell
-88,264
Closed -$2.75M – 5758
2017
Q3 		$2.75M Buy
88,264
+87,864
+21,966% +$2.64M ﹤0.01% 2967
2017
Q2 		$11K Buy
+400
New +$11.6K ﹤0.01% 4652
2016
Q1 		– Sell
-14,800
Closed -$368K – 5271
2015
Q4 		$368K Buy
14,800
+696
+5% +$17.9K ﹤0.01% 3500
2015
Q3 		$355K Buy
14,104
+6,464
+85% +$176K ﹤0.01% 3541
2015
Q2 		$224K Buy
7,640
+13
+0.2% +$395 ﹤0.01% 3785
2015
Q1 		$227K Buy
+7,627
New +$230K ﹤0.01% 3787
2014
Q4 		– Sell
-5,566
Closed -$211K – 4568
2014
Q3 		$211K Sell
5,566
-41,308
-88% -$1.59M ﹤0.01% 3980
2014
Q2 		$1.69M Buy
46,874
+277
+0.6% +$10.5K ﹤0.01% 2627
2014
Q1 		$1.69M Buy
+46,597
New +$1.61M ﹤0.01% 2621

Other funds holding FM

TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DFA
DHK Financial Advisors Portsmouth, New Hampshire $174M AUM 19.53% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
GC
Gould Capital Tacoma, Washington $165M AUM 19.29% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

JP Morgan Chase's FM Position: Q4 2024 in Review

JP Morgan Chase sold out of iShares Frontier and Select EM ETF (FM) in Q4 2024, closing a stake of 1,400 shares — an estimated $38.5K sold.

JP Morgan Chase first reported a position in FM in Q1 2014 and held it in 29 quarters. The position peaked at $2.75M in Q3 2017. 72 funds tracked by Wall St. Rank hold FM as of Q4 2024.

  • JP Morgan Chase reported no remaining iShares Frontier and Select EM ETF position as of Q4 2024 after selling out during the quarter.
  • JP Morgan Chase sold 1,400 iShares Frontier and Select EM ETF shares in Q4 2024, an estimated $38.5K.
  • JP Morgan Chase first reported a position in iShares Frontier and Select EM ETF in Q1 2014 and held it in 29 quarters.
  • JP Morgan Chase's iShares Frontier and Select EM ETF position peaked at $2.75M in Q3 2017.
  • 72 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q4 2024.

Based on JP Morgan Chase's 13F filing for Q4 2024, filed 12 Feb 2025.