JP Morgan Chase

JP Morgan Chase’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-14,913	Closed	-$272K	–	7683
2023 Q3	$272K	Buy	+14,913	New	+$284K	﹤0.01%	4859
2022 Q2	–	Sell	-37,992	Closed	-$759K	–	6654
2022 Q1	$759K	Buy	+37,992	New	+$786K	﹤0.01%	4446

Other funds holding HTAB

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Amplius Wealth Advisors Blue Bell, Pennsylvania $1.2B AUM 15.23% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return

Main Street Financial Solutions Newtown, Pennsylvania $1.33B AUM 19.49% 1-Year Est. Return

Yarger Wealth Strategies Westerville, Ohio $275M AUM 22.01% 1-Year Est. Return

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return