JP Morgan Chase
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JP Morgan Chase’s Amplify BlackSwan ISWN ETF ISWN Stock Holding History

JP Morgan Chase’s Portfolio ISWN Stock Details ISWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-928
Closed -$16.3K – 7690
2023
Q3 		$16.3K Buy
+928
New +$17.2K ﹤0.01% 6117

Other funds holding ISWN

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JP Morgan Chase sold out of Amplify BlackSwan ISWN ETF (ISWN) in Q4 2023, closing a stake of 928 shares — an estimated $16.3K sold.

JP Morgan Chase first reported a position in ISWN in Q3 2023 and held it in 1 quarter. The position peaked at $16.3K in Q3 2023. 8 funds tracked by Wall St. Rank hold ISWN as of Q4 2023.

  • JP Morgan Chase reported no remaining Amplify BlackSwan ISWN ETF position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 928 Amplify BlackSwan ISWN ETF shares in Q4 2023, an estimated $16.3K.
  • JP Morgan Chase first reported a position in Amplify BlackSwan ISWN ETF in Q3 2023 and held it in 1 quarter.
  • JP Morgan Chase's Amplify BlackSwan ISWN ETF position peaked at $16.3K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held Amplify BlackSwan ISWN ETF as of Q4 2023.

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