JP Morgan Chase
HISF icon

JP Morgan Chase’s First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF HISF Stock Holding History

JP Morgan Chase’s Portfolio HISF Stock Details HISF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-15,885
Closed -$722K – 7532
2024
Q3 		$722K Sell
15,885
-10,626
-40% -$477K ﹤0.01% 4678
2024
Q2 		$1.16M Buy
+26,511
New +$1.16M ﹤0.01% 4171

Other funds holding HISF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BAS
Breakthru Advisory Services Muskego, Wisconsin $62.4M AUM 17.64% 1-Year Est. Return
TI
tru Independence Portland, Oregon $202M AUM 15.81% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

JP Morgan Chase sold out of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) in Q4 2024, closing a stake of 15,885 shares — an estimated $722K sold.

JP Morgan Chase first reported a position in HISF in Q2 2024 and held it in 2 quarters. The position peaked at $1.16M in Q2 2024. 36 funds tracked by Wall St. Rank hold HISF as of Q4 2024.

  • JP Morgan Chase reported no remaining First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF position as of Q4 2024 after selling out during the quarter.
  • JP Morgan Chase sold 15,885 First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF shares in Q4 2024, an estimated $722K.
  • JP Morgan Chase first reported a position in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF in Q2 2024 and held it in 2 quarters.
  • JP Morgan Chase's First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF position peaked at $1.16M in Q2 2024.
  • 36 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF as of Q4 2024.

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