JP Morgan Chase’s iMGP RBA Responsible Global Allocation ETF IRBA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-317	Closed	-$3K	–	7363
2022 Q4	$3K	Buy	+317	New	+$2.78K	﹤0.01%	6276

Other funds holding IRBA

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

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

JP Morgan Chase's IRBA Position: Q1 2023 in Review

JP Morgan Chase sold out of iMGP RBA Responsible Global Allocation ETF (IRBA) in Q1 2023, closing a stake of 317 shares — an estimated $3K sold.

JP Morgan Chase first reported a position in IRBA in Q4 2022 and held it in 1 quarter. The position peaked at $3K in Q4 2022. 7 funds tracked by Wall St. Rank hold IRBA as of Q1 2023.

JP Morgan Chase reported no remaining iMGP RBA Responsible Global Allocation ETF position as of Q1 2023 after selling out during the quarter.
JP Morgan Chase sold 317 iMGP RBA Responsible Global Allocation ETF shares in Q1 2023, an estimated $3K.
JP Morgan Chase first reported a position in iMGP RBA Responsible Global Allocation ETF in Q4 2022 and held it in 1 quarter.
JP Morgan Chase's iMGP RBA Responsible Global Allocation ETF position peaked at $3K in Q4 2022.
7 funds tracked by Wall St. Rank held iMGP RBA Responsible Global Allocation ETF as of Q1 2023.

Based on JP Morgan Chase's 13F filing for Q1 2023, filed 11 May 2023.