JP Morgan Chase
HDRO

JP Morgan Chase’s Defiance Next Gen H2 ETF HDRO Stock Holding History

JP Morgan Chase’s Portfolio HDRO Stock Details HDRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14
Closed -$486 – 7833
2024
Q4 		$486 Buy
+14
New +$492 ﹤0.01% 6805
2024
Q2 		– Sell
-163
Closed -$6.85K – 7810
2024
Q1 		$6.85K Buy
+163
New +$7.19K ﹤0.01% 6395

Other funds holding HDRO

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $448M AUM 19.78% 1-Year Est. Return
CWC
Carolinas Wealth Consulting Charlotte, North Carolina $465M AUM 8.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

JP Morgan Chase's HDRO Position: Q1 2025 in Review

JP Morgan Chase sold out of Defiance Next Gen H2 ETF (HDRO) in Q1 2025, closing a stake of 14 shares — an estimated $486 sold.

JP Morgan Chase first reported a position in HDRO in Q1 2024 and held it in 2 quarters. The position peaked at $6.85K in Q1 2024. 17 funds tracked by Wall St. Rank hold HDRO as of Q1 2025.

  • JP Morgan Chase reported no remaining Defiance Next Gen H2 ETF position as of Q1 2025 after selling out during the quarter.
  • JP Morgan Chase sold 14 Defiance Next Gen H2 ETF shares in Q1 2025, an estimated $486.
  • JP Morgan Chase first reported a position in Defiance Next Gen H2 ETF in Q1 2024 and held it in 2 quarters.
  • JP Morgan Chase's Defiance Next Gen H2 ETF position peaked at $6.85K in Q1 2024.
  • 17 funds tracked by Wall St. Rank held Defiance Next Gen H2 ETF as of Q1 2025.

Based on JP Morgan Chase's 13F filing for Q1 2025, filed 12 May 2025.