JP Morgan Chase’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

JP Morgan Chase’s Portfolio LGOV Stock Details LGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$300K	Sell	13,996 -2,814	-17%	-$61.6K	﹤0.01%	5279
2025 Q4	$367K	Sell	16,810 -195	-1%	-$4.29K	﹤0.01%	5214
2025 Q3	$370K	Sell	17,005 -66	-0.4%	-$1.42K	﹤0.01%	5188
2025 Q2	$366K	Sell	17,071 -1,568	-8%	-$33.3K	﹤0.01%	4932
2025 Q1	$401K	Buy	18,639 +16,050	+620%	+$339K	﹤0.01%	4908
2024 Q4	$54K	Buy	2,589 +79	+3%	+$1.69K	﹤0.01%	5988
2024 Q3	$56.2K	Hold	2,510	–	–	﹤0.01%	5950
2024 Q2	$52.8K	Buy	+2,510	New	+$52.3K	﹤0.01%	5838
2023 Q4	–	Sell	-701	Closed	-$14.2K	–	7713
2023 Q3	$14.2K	Buy	+701	New	+$15K	﹤0.01%	6165

Other funds holding LGOV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

JP Morgan Chase reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 17% in Q1 2026, selling an estimated $61.6K and leaving 13,996 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #5279.

JP Morgan Chase first reported a position in LGOV in Q3 2023 and has held it in 9 quarters since. The position peaked at $401K in Q1 2025. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

JP Morgan Chase held 13,996 shares of First Trust Long Duration Opportunities ETF worth $300K as of Q1 2026.
JP Morgan Chase sold 2,814 First Trust Long Duration Opportunities ETF shares in Q1 2026, an estimated $61.6K.
First Trust Long Duration Opportunities ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5279 holding.
JP Morgan Chase first reported a position in First Trust Long Duration Opportunities ETF in Q3 2023 and has held it in 9 quarters since.
JP Morgan Chase's First Trust Long Duration Opportunities ETF position peaked at $401K in Q1 2025.
147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

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