JP Morgan Chase
LEGR icon

JP Morgan Chase’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

JP Morgan Chase’s Portfolio LEGR Stock Details LEGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-200
Closed -$9.41K – 7587
2024
Q3 		$9.41K Buy
+200
New +$8.89K ﹤0.01% 6380
2024
Q1 		– Sell
-359
Closed -$14.7K – 7670
2023
Q4 		$14.7K Sell
359
-461
-56% -$17.5K ﹤0.01% 6320
2023
Q3 		$30.3K Buy
+820
New +$31.4K ﹤0.01% 5962

Other funds holding LEGR

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AOG
Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase's LEGR Position: Q4 2024 in Review

JP Morgan Chase sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q4 2024, closing a stake of 200 shares — an estimated $9.41K sold.

JP Morgan Chase first reported a position in LEGR in Q3 2023 and held it in 3 quarters. The position peaked at $30.3K in Q3 2023. 55 funds tracked by Wall St. Rank hold LEGR as of Q4 2024.

  • JP Morgan Chase reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q4 2024 after selling out during the quarter.
  • JP Morgan Chase sold 200 First Trust Indxx Innovative Transaction & Process ETF shares in Q4 2024, an estimated $9.41K.
  • JP Morgan Chase first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q3 2023 and held it in 3 quarters.
  • JP Morgan Chase's First Trust Indxx Innovative Transaction & Process ETF position peaked at $30.3K in Q3 2023.
  • 55 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q4 2024.

Based on JP Morgan Chase's 13F filing for Q4 2024, filed 12 Feb 2025.