JP Morgan Chase
LSAF icon

JP Morgan Chase’s LeaderShares AlphaFactor US Core Equity ETF LSAF Stock Holding History

JP Morgan Chase’s Portfolio LSAF Stock Details LSAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,002
Closed -$41.5K – 7592
2024
Q3 		$41.5K Buy
+1,002
New +$39.1K ﹤0.01% 6048
2022
Q4 		– Sell
-666
Closed -$18K – 6804
2022
Q3 		$18K Buy
+666
New +$19.4K ﹤0.01% 5832
2021
Q2 		– Sell
-1,245
Closed -$39K – 6487
2021
Q1 		$39K Buy
+1,245
New +$37.1K ﹤0.01% 5588

Other funds holding LSAF

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

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

JP Morgan Chase sold out of LeaderShares AlphaFactor US Core Equity ETF (LSAF) in Q4 2024, closing a stake of 1,002 shares — an estimated $41.5K sold.

JP Morgan Chase first reported a position in LSAF in Q1 2021 and held it in 3 quarters. The position peaked at $41.5K in Q3 2024. 29 funds tracked by Wall St. Rank hold LSAF as of Q4 2024.

  • JP Morgan Chase reported no remaining LeaderShares AlphaFactor US Core Equity ETF position as of Q4 2024 after selling out during the quarter.
  • JP Morgan Chase sold 1,002 LeaderShares AlphaFactor US Core Equity ETF shares in Q4 2024, an estimated $41.5K.
  • JP Morgan Chase first reported a position in LeaderShares AlphaFactor US Core Equity ETF in Q1 2021 and held it in 3 quarters.
  • JP Morgan Chase's LeaderShares AlphaFactor US Core Equity ETF position peaked at $41.5K in Q3 2024.
  • 29 funds tracked by Wall St. Rank held LeaderShares AlphaFactor US Core Equity ETF as of Q4 2024.

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