JP Morgan Chase
JUCY icon

JP Morgan Chase’s Aptus Enhanced Yield ETF JUCY Stock Holding History

JP Morgan Chase’s Portfolio JUCY Stock Details JUCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-24,370
Closed -$590K – 7699
2023
Q3 		$590K Buy
+24,370
New +$594K ﹤0.01% 4383
2023
Q2 		– Sell
-19,174
Closed -$478K – 7132
2023
Q1 		$478K Buy
+19,174
New +$481K ﹤0.01% 4531

Other funds holding JUCY

SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
ICM
Intrepid Capital Management Jacksonville Beach, Florida $261M AUM 20.02% 1-Year Est. Return
JSL
JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

JP Morgan Chase sold out of Aptus Enhanced Yield ETF (JUCY) in Q4 2023, closing a stake of 24,370 shares — an estimated $590K sold.

JP Morgan Chase first reported a position in JUCY in Q1 2023 and held it in 2 quarters. The position peaked at $590K in Q3 2023. 40 funds tracked by Wall St. Rank hold JUCY as of Q4 2023.

  • JP Morgan Chase reported no remaining Aptus Enhanced Yield ETF position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 24,370 Aptus Enhanced Yield ETF shares in Q4 2023, an estimated $590K.
  • JP Morgan Chase first reported a position in Aptus Enhanced Yield ETF in Q1 2023 and held it in 2 quarters.
  • JP Morgan Chase's Aptus Enhanced Yield ETF position peaked at $590K in Q3 2023.
  • 40 funds tracked by Wall St. Rank held Aptus Enhanced Yield ETF as of Q4 2023.

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