JP Morgan Chase
MSVX

JP Morgan Chase’s LHA Market State Alpha Seeker ETF MSVX Stock Holding History

JP Morgan Chase’s Portfolio MSVX Stock Details MSVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,526
Closed -$84.6K – 7815
2024
Q1 		$84.6K Buy
+3,526
New +$84.1K ﹤0.01% 5750
2023
Q1 		– Sell
-100
Closed -$2K – 7325
2022
Q4 		$2K Buy
+100
New +$2.49K ﹤0.01% 6354

Other funds holding MSVX

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase's MSVX Position: Q2 2024 in Review

JP Morgan Chase sold out of LHA Market State Alpha Seeker ETF (MSVX) in Q2 2024, closing a stake of 3,526 shares — an estimated $84.6K sold.

JP Morgan Chase first reported a position in MSVX in Q4 2022 and held it in 2 quarters. The position peaked at $84.6K in Q1 2024. 13 funds tracked by Wall St. Rank hold MSVX as of Q2 2024.

  • JP Morgan Chase reported no remaining LHA Market State Alpha Seeker ETF position as of Q2 2024 after selling out during the quarter.
  • JP Morgan Chase sold 3,526 LHA Market State Alpha Seeker ETF shares in Q2 2024, an estimated $84.6K.
  • JP Morgan Chase first reported a position in LHA Market State Alpha Seeker ETF in Q4 2022 and held it in 2 quarters.
  • JP Morgan Chase's LHA Market State Alpha Seeker ETF position peaked at $84.6K in Q1 2024.
  • 13 funds tracked by Wall St. Rank held LHA Market State Alpha Seeker ETF as of Q2 2024.

Based on JP Morgan Chase's 13F filing for Q2 2024, filed 12 Aug 2024.