JP Morgan Chase
FXA icon

JP Morgan Chase’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History

JP Morgan Chase’s Portfolio FXA Stock Details FXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4
Closed -$255 – 7639
2023
Q3 		$255 Sell
4
-435
-99% -$28.2K ﹤0.01% 6812
2023
Q2 		$29K Sell
439
-15
-3% -$992 ﹤0.01% 5839
2023
Q1 		$30K Buy
+454
New +$30.7K ﹤0.01% 5868
2022
Q4 		– Sell
-1
Closed – – 6698
2022
Q3 		$0 Hold
1
– – ﹤0.01% 6586
2022
Q2 		$0 Hold
1
– – ﹤0.01% 6608
2022
Q1 		$0 Sell
1
-278
-100% -$20K ﹤0.01% 6737
2021
Q4 		$20K Buy
279
+278
+27,800% +$20.1K ﹤0.01% 6217
2021
Q3 		$0 Buy
+1
New +$73 ﹤0.01% 6592
2020
Q4 		– Sell
-125
Closed -$9K – 5732
2020
Q3 		$9K Buy
125
+75
+150% +$5.35K ﹤0.01% 5272
2020
Q2 		$3K Buy
+50
New +$3.29K ﹤0.01% 5232
2020
Q1 		– Sell
-10
Closed -$1K – 5428
2019
Q4 		$1K Buy
+10
New +$684 ﹤0.01% 5558
2014
Q4 		– Sell
-150,110
Closed -$13.2M – 4263
2014
Q3 		$13.2M Sell
150,110
-155
-0.1% -$14.3K ﹤0.01% 1731
2014
Q2 		$14.2M Sell
150,265
-99,745
-40% -$9.31M ﹤0.01% 1543
2014
Q1 		$23.2M Hold
250,010
– – 0.01% 1236
2013
Q4 		$22.4M Hold
250,010
– – 0.01% 1255
2013
Q3 		$23.4M Sell
250,010
-200
-0.1% -$18.3K 0.01% 1239
2013
Q2 		$22.9M Buy
+250,210
New +$24.8M 0.01% 1172

Other funds holding FXA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cresset Asset Management
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Tidal Investments
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Advisors
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase's FXA Position: Q4 2023 in Review

JP Morgan Chase sold out of Invesco CurrencyShares Australian Dollar Trust (FXA) in Q4 2023, closing a stake of 4 shares — an estimated $255 sold.

JP Morgan Chase first reported a position in FXA in Q2 2013 and held it in 17 quarters. The position peaked at $23.4M in Q3 2013. 21 funds tracked by Wall St. Rank hold FXA as of Q4 2023.

  • JP Morgan Chase reported no remaining Invesco CurrencyShares Australian Dollar Trust position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 4 Invesco CurrencyShares Australian Dollar Trust shares in Q4 2023, an estimated $255.
  • JP Morgan Chase first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q2 2013 and held it in 17 quarters.
  • JP Morgan Chase's Invesco CurrencyShares Australian Dollar Trust position peaked at $23.4M in Q3 2013.
  • 21 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q4 2023.

Based on JP Morgan Chase's 13F filing for Q4 2023, filed 12 Feb 2024.