JP Morgan Chase
HUSV icon

JP Morgan Chase’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

JP Morgan Chase’s Portfolio HUSV Stock Details HUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4
Closed -$134 – 7602
2023
Q4 		$134 Buy
+4
New +$129 ﹤0.01% 7094

Other funds holding HUSV

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

JP Morgan Chase's HUSV Position: Q1 2024 in Review

JP Morgan Chase sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q1 2024, closing a stake of 4 shares — an estimated $134 sold.

JP Morgan Chase first reported a position in HUSV in Q4 2023 and held it in 1 quarter. The position peaked at $134 in Q4 2023. 38 funds tracked by Wall St. Rank hold HUSV as of Q1 2024.

  • JP Morgan Chase reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 4 First Trust Horizon Managed Volatility Domestic ETF shares in Q1 2024, an estimated $134.
  • JP Morgan Chase first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q4 2023 and held it in 1 quarter.
  • JP Morgan Chase's First Trust Horizon Managed Volatility Domestic ETF position peaked at $134 in Q4 2023.
  • 38 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q1 2024.

Based on JP Morgan Chase's 13F filing for Q1 2024, filed 10 May 2024.