JP Morgan Chase
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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 – 7673
2023
Q3 		$272K Buy
+14,913
New +$284K ﹤0.01% 4859
2022
Q2 		– Sell
-37,992
Closed -$759K – 6648
2022
Q1 		$759K Buy
+37,992
New +$786K ﹤0.01% 4446

Other funds holding HTAB

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

JP Morgan Chase's HTAB Position: Q4 2023 in Review

JP Morgan Chase sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q4 2023, closing a stake of 14,913 shares — an estimated $272K sold.

JP Morgan Chase first reported a position in HTAB in Q1 2022 and held it in 2 quarters. The position peaked at $759K in Q1 2022. 43 funds tracked by Wall St. Rank hold HTAB as of Q4 2023.

  • JP Morgan Chase reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 14,913 Hartford Schroders Tax-Aware Bond ETF shares in Q4 2023, an estimated $272K.
  • JP Morgan Chase first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q1 2022 and held it in 2 quarters.
  • JP Morgan Chase's Hartford Schroders Tax-Aware Bond ETF position peaked at $759K in Q1 2022.
  • 43 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q4 2023.

Based on JP Morgan Chase's 13F filing for Q4 2023, filed 12 Feb 2024.