JP Morgan Chase
LVL

JP Morgan Chase’s Invesco S&P Global Dividend Opportunities Index ETF LVL Stock Holding History

JP Morgan Chase’s Portfolio LVL Stock Details LVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-29,384
Closed -$302K – 6276
2018
Q4 		$302K Sell
29,384
-3,944
-12% -$41.9K ﹤0.01% 4390
2018
Q3 		$366K Sell
33,328
-550
-2% -$6.1K ﹤0.01% 4428
2018
Q2 		$367K Sell
33,878
-59
-0.2% -$644 ﹤0.01% 4304
2018
Q1 		$371K Buy
33,937
+3,154
+10% +$35.5K ﹤0.01% 4137
2017
Q4 		$349K Buy
30,783
+926
+3% +$10.3K ﹤0.01% 4226
2017
Q3 		$326K Buy
29,857
+4,401
+17% +$48.2K ﹤0.01% 3961
2017
Q2 		$276K Buy
25,456
+2,654
+12% +$28.5K ﹤0.01% 3906
2017
Q1 		$240K Buy
22,802
+355
+2% +$3.7K ﹤0.01% 4004
2016
Q4 		$228K Buy
22,447
+598
+3% +$5.97K ﹤0.01% 4124
2016
Q3 		$219K Buy
21,849
+458
+2% +$4.53K ﹤0.01% 3659
2016
Q2 		$202K Hold
21,391
– – ﹤0.01% 3716
2016
Q1 		$197K Sell
21,391
-3,253
-13% -$27.4K ﹤0.01% 3624
2015
Q4 		$215K Sell
24,644
-2,883
-10% -$26.4K ﹤0.01% 3636
2015
Q3 		$242K Hold
27,527
– – ﹤0.01% 3634
2015
Q2 		$304K Buy
27,527
+735
+3% +$8.71K ﹤0.01% 3713
2015
Q1 		$304K Buy
26,792
+2,708
+11% +$31.2K ﹤0.01% 3705
2014
Q4 		$275K Sell
24,084
-2,198
-8% -$26.7K ﹤0.01% 3906
2014
Q3 		$333K Buy
+26,282
New +$362K ﹤0.01% 3809

Other funds holding LVL

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JP Morgan Chase's LVL Position: Q1 2019 in Review

JP Morgan Chase sold out of Invesco S&P Global Dividend Opportunities Index ETF (LVL) in Q1 2019, closing a stake of 29,384 shares — an estimated $302K sold.

JP Morgan Chase first reported a position in LVL in Q3 2014 and held it in 18 quarters. The position peaked at $371K in Q1 2018. 20 funds tracked by Wall St. Rank hold LVL as of Q1 2019.

  • JP Morgan Chase reported no remaining Invesco S&P Global Dividend Opportunities Index ETF position as of Q1 2019 after selling out during the quarter.
  • JP Morgan Chase sold 29,384 Invesco S&P Global Dividend Opportunities Index ETF shares in Q1 2019, an estimated $302K.
  • JP Morgan Chase first reported a position in Invesco S&P Global Dividend Opportunities Index ETF in Q3 2014 and held it in 18 quarters.
  • JP Morgan Chase's Invesco S&P Global Dividend Opportunities Index ETF position peaked at $371K in Q1 2018.
  • 20 funds tracked by Wall St. Rank held Invesco S&P Global Dividend Opportunities Index ETF as of Q1 2019.

Based on JP Morgan Chase's 13F filing for Q1 2019, filed 7 May 2019.