JP Morgan Chase
HDGE icon

JP Morgan Chase’s AdvisorShares Active Bear ETF HDGE Stock Holding History

JP Morgan Chase’s Portfolio HDGE Stock Details HDGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-200
Closed -$3.74K – 7527
2024
Q3 		$3.74K Hold
200
– – ﹤0.01% 6539
2024
Q2 		$4.12K Buy
200
+100
+100% +$2.08K ﹤0.01% 6419
2024
Q1 		$1.96K Buy
+100
New +$2K ﹤0.01% 6579
2019
Q1 		– Sell
-881
Closed -$74K – 5883
2018
Q4 		$74K Buy
881
+45
+5% +$3.6K ﹤0.01% 4954
2018
Q3 		$62K Hold
836
– – ﹤0.01% 5120
2018
Q2 		$65K Buy
836
+80
+11% +$6.47K ﹤0.01% 4981
2018
Q1 		$62K Buy
756
+319
+73% +$25.2K ﹤0.01% 4744
2017
Q4 		$34K Hold
437
– – ﹤0.01% 5016
2017
Q3 		$37K Hold
437
– – ﹤0.01% 4528
2017
Q2 		$37K Hold
437
– – ﹤0.01% 4408
2017
Q1 		$38K Sell
437
-84
-16% -$7.53K ﹤0.01% 4591
2016
Q4 		$48K Sell
521
-9,124
-95% -$868K ﹤0.01% 4563
2016
Q3 		$928K Buy
9,645
+5,815
+152% +$568K ﹤0.01% 3168
2016
Q2 		$406K Sell
3,830
-12,117
-76% -$1.28M ﹤0.01% 3514
2016
Q1 		$1.7M Buy
15,947
+10,571
+197% +$1.23M ﹤0.01% 2787
2015
Q4 		$578K Sell
5,376
-158
-3% -$16.9K ﹤0.01% 3333
2015
Q3 		$631K Buy
+5,534
New +$619K ﹤0.01% 3332
2014
Q4 		– Sell
-1,379
Closed -$164K – 4272
2014
Q3 		$164K Buy
+1,379
New +$162K ﹤0.01% 4032

Other funds holding HDGE

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Vanguard Capital Wealth Advisors
Vanguard Capital Wealth Advisors Denver, Colorado $145M AUM 65.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

JP Morgan Chase sold out of AdvisorShares Active Bear ETF (HDGE) in Q4 2024, closing a stake of 200 shares — an estimated $3.74K sold.

JP Morgan Chase first reported a position in HDGE in Q3 2014 and held it in 18 quarters. The position peaked at $1.7M in Q1 2016. 23 funds tracked by Wall St. Rank hold HDGE as of Q4 2024.

  • JP Morgan Chase reported no remaining AdvisorShares Active Bear ETF position as of Q4 2024 after selling out during the quarter.
  • JP Morgan Chase sold 200 AdvisorShares Active Bear ETF shares in Q4 2024, an estimated $3.74K.
  • JP Morgan Chase first reported a position in AdvisorShares Active Bear ETF in Q3 2014 and held it in 18 quarters.
  • JP Morgan Chase's AdvisorShares Active Bear ETF position peaked at $1.7M in Q1 2016.
  • 23 funds tracked by Wall St. Rank held AdvisorShares Active Bear ETF as of Q4 2024.

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