JP Morgan Chase
LGH icon

JP Morgan Chase’s HCM Defender 500 Index ETF LGH Stock Holding History

JP Morgan Chase’s Portfolio LGH Stock Details LGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$56 Hold
1
– – ﹤0.01% 7348
2025
Q4 		$62 Hold
1
– – ﹤0.01% 7249
2025
Q3 		$60 Hold
1
– – ﹤0.01% 7211
2025
Q2 		$54 Buy
+1
New +$49 ﹤0.01% 6892
2023
Q4 		– Sell
-46
Closed -$1.72K – 7712
2023
Q3 		$1.72K Buy
+46
New +$1.81K ﹤0.01% 6572
2023
Q1 		– Sell
-100
Closed -$3K – 6998
2022
Q4 		$3K Sell
100
-1,638
-94% -$55.7K ﹤0.01% 6252
2022
Q3 		$58K Buy
+1,738
New +$60.2K ﹤0.01% 5497

Other funds holding LGH

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $950M AUM 16.22% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $306M AUM 24.94% 1-Year Est. Return

JP Morgan Chase's LGH Position: Q1 2026 in Review

JP Morgan Chase held its HCM Defender 500 Index ETF (LGH) position steady in Q1 2026 at 1 share worth $56. The position accounts for ﹤0.01% of the portfolio, ranked #7348.

JP Morgan Chase first reported a position in LGH in Q3 2022 and has held it in 7 quarters since. The position peaked at $58K in Q3 2022. 45 funds tracked by Wall St. Rank hold LGH as of Q1 2026.

  • JP Morgan Chase held 1 share of HCM Defender 500 Index ETF worth $56 as of Q1 2026.
  • JP Morgan Chase left its HCM Defender 500 Index ETF share count unchanged in Q1 2026.
  • HCM Defender 500 Index ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #7348 holding.
  • JP Morgan Chase first reported a position in HCM Defender 500 Index ETF in Q3 2022 and has held it in 7 quarters since.
  • JP Morgan Chase's HCM Defender 500 Index ETF position peaked at $58K in Q3 2022.
  • 45 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.