JP Morgan Chase
LCG

JP Morgan Chase’s Sterling Capital Focus Equity ETF LCG Stock Holding History

JP Morgan Chase’s Portfolio LCG Stock Details LCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-100
Closed -$2.32K – 7709
2023
Q3 		$2.32K Buy
+100
New +$2.5K ﹤0.01% 6517
2023
Q2 		– Sell
-1,673
Closed -$38K – 7149
2023
Q1 		$38K Buy
+1,673
New +$36.3K ﹤0.01% 5810
2022
Q3 		– Sell
-246
Closed -$5K – 6673
2022
Q2 		$5K Buy
+246
New +$5.37K ﹤0.01% 6165

Other funds holding LCG

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BCM
BluePath Capital Management Atlanta, Georgia $182M AUM 38.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase sold out of Sterling Capital Focus Equity ETF (LCG) in Q4 2023, closing a stake of 100 shares — an estimated $2.32K sold.

JP Morgan Chase first reported a position in LCG in Q2 2022 and held it in 3 quarters. The position peaked at $38K in Q1 2023. 10 funds tracked by Wall St. Rank hold LCG as of Q4 2023.

  • JP Morgan Chase reported no remaining Sterling Capital Focus Equity ETF position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 100 Sterling Capital Focus Equity ETF shares in Q4 2023, an estimated $2.32K.
  • JP Morgan Chase first reported a position in Sterling Capital Focus Equity ETF in Q2 2022 and held it in 3 quarters.
  • JP Morgan Chase's Sterling Capital Focus Equity ETF position peaked at $38K in Q1 2023.
  • 10 funds tracked by Wall St. Rank held Sterling Capital Focus Equity ETF as of Q4 2023.

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