JP Morgan Chase
IGHG icon

JP Morgan Chase’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

JP Morgan Chase’s Portfolio IGHG Stock Details IGHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-45
Closed -$3K – 6761
2022
Q3 		$3K Buy
+45
New +$3.13K ﹤0.01% 6186
2022
Q1 		– Sell
-7,000
Closed -$521K – 6790
2021
Q4 		$521K Buy
+7,000
New +$525K ﹤0.01% 4795
2020
Q1 		– Sell
-778
Closed -$60K – 5481
2019
Q4 		$60K Buy
+778
New +$58.9K ﹤0.01% 5064
2019
Q2 		– Sell
-776
Closed -$58K – 5868
2019
Q1 		$58K Sell
776
-5,533
-88% -$405K ﹤0.01% 5075
2018
Q4 		$449K Sell
6,309
-37,209
-86% -$2.74M ﹤0.01% 4188
2018
Q3 		$3.3M Sell
43,518
-4,841
-10% -$363K ﹤0.01% 3086
2018
Q2 		$3.57M Buy
48,359
+1,194
+3% +$90.1K ﹤0.01% 2958
2018
Q1 		$3.6M Buy
47,165
+19,787
+72% +$1.53M ﹤0.01% 2843
2017
Q4 		$2.11M Buy
27,378
+26,226
+2,277% +$2.02M ﹤0.01% 3289
2017
Q3 		$88K Buy
1,152
+253
+28% +$19.2K ﹤0.01% 4335
2017
Q2 		$69K Buy
899
+144
+19% +$10.9K ﹤0.01% 4277
2017
Q1 		$58K Buy
+755
New +$57.4K ﹤0.01% 4495

Other funds holding IGHG

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

JP Morgan Chase's IGHG Position: Q4 2022 in Review

JP Morgan Chase sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q4 2022, closing a stake of 45 shares — an estimated $3K sold.

JP Morgan Chase first reported a position in IGHG in Q1 2017 and held it in 12 quarters. The position peaked at $3.6M in Q1 2018. 62 funds tracked by Wall St. Rank hold IGHG as of Q4 2022.

  • JP Morgan Chase reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q4 2022 after selling out during the quarter.
  • JP Morgan Chase sold 45 ProShares Investment Grade-Interest Rate Hedged shares in Q4 2022, an estimated $3K.
  • JP Morgan Chase first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q1 2017 and held it in 12 quarters.
  • JP Morgan Chase's ProShares Investment Grade-Interest Rate Hedged position peaked at $3.6M in Q1 2018.
  • 62 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q4 2022.

Based on JP Morgan Chase's 13F filing for Q4 2022, filed 13 Feb 2023.