JP Morgan Chase
MSTB icon

JP Morgan Chase’s LHA Market State Tactical Beta ETF MSTB Stock Holding History

JP Morgan Chase’s Portfolio MSTB Stock Details MSTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12,495
Closed -$324K – 7183
2023
Q1 		$324K Buy
+12,495
New +$319K ﹤0.01% 4760
2022
Q4 		– Sell
-1,207
Closed -$29K – 6826
2022
Q3 		$29K Buy
+1,207
New +$31.4K ﹤0.01% 5703

Other funds holding MSTB

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $410M AUM 32.56% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

JP Morgan Chase's MSTB Position: Q2 2023 in Review

JP Morgan Chase sold out of LHA Market State Tactical Beta ETF (MSTB) in Q2 2023, closing a stake of 12,495 shares — an estimated $324K sold.

JP Morgan Chase first reported a position in MSTB in Q3 2022 and held it in 2 quarters. The position peaked at $324K in Q1 2023. 17 funds tracked by Wall St. Rank hold MSTB as of Q2 2023.

  • JP Morgan Chase reported no remaining LHA Market State Tactical Beta ETF position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Chase sold 12,495 LHA Market State Tactical Beta ETF shares in Q2 2023, an estimated $324K.
  • JP Morgan Chase first reported a position in LHA Market State Tactical Beta ETF in Q3 2022 and held it in 2 quarters.
  • JP Morgan Chase's LHA Market State Tactical Beta ETF position peaked at $324K in Q1 2023.
  • 17 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q2 2023.

Based on JP Morgan Chase's 13F filing for Q2 2023, filed 11 Aug 2023.