JP Morgan Chase’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3	Closed	-$317	–	7555
2023 Q4	$317	Hold	3	–	–	﹤0.01%	6997
2023 Q3	$292	Buy	3 +2	+200%	+$202	﹤0.01%	6794
2023 Q2	$99	Buy	+1	New	+$99	﹤0.01%	6695
2023 Q1	–	Sell	-9	Closed	-$1K	–	6883
2022 Q4	$1K	Hold	9	–	–	﹤0.01%	6407
2022 Q3	$1K	Buy	+9	New	+$833	﹤0.01%	6325
2022 Q2	–	Sell	-100	Closed	-$10K	–	6610
2022 Q1	$10K	Hold	100	–	–	﹤0.01%	6207
2021 Q4	$10K	Buy	+100	New	+$9.79K	﹤0.01%	6334
2021 Q3	–	Sell	-55	Closed	-$5K	–	6593
2021 Q2	$5K	Hold	55	–	–	﹤0.01%	6115
2021 Q1	$5K	Sell	55 -45	-45%	-$4.52K	﹤0.01%	5860
2020 Q4	$10K	Buy	100 +80	+400%	+$8.08K	﹤0.01%	5387
2020 Q3	$2K	Buy	20 +10	+100%	+$995	﹤0.01%	5382
2020 Q2	$1K	Sell	10 -190	-95%	-$18.1K	﹤0.01%	5294
2020 Q1	$19K	Buy	+200	New	+$19K	﹤0.01%	4962
2019 Q4	–	Sell	-1,050	Closed	-$97K	–	5706
2019 Q3	$97K	Buy	+1,050	New	+$98.6K	﹤0.01%	4916

Other funds holding FXF

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

ICG

InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

JP Morgan Chase's FXF Position: Q1 2024 in Review

JP Morgan Chase sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q1 2024, closing a stake of 3 shares — an estimated $317 sold.

JP Morgan Chase first reported a position in FXF in Q3 2019 and held it in 14 quarters. The position peaked at $97K in Q3 2019. 35 funds tracked by Wall St. Rank hold FXF as of Q1 2024.

JP Morgan Chase reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q1 2024 after selling out during the quarter.
JP Morgan Chase sold 3 Invesco CurrencyShares Swiss Franc Trust shares in Q1 2024, an estimated $317.
JP Morgan Chase first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q3 2019 and held it in 14 quarters.
JP Morgan Chase's Invesco CurrencyShares Swiss Franc Trust position peaked at $97K in Q3 2019.
35 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q1 2024.

Based on JP Morgan Chase's 13F filing for Q1 2024, filed 10 May 2024.