JP Morgan Chase
NETL icon

JP Morgan Chase’s Colterpoint Net Lease Real Estate ETF NETL Stock Holding History

JP Morgan Chase’s Portfolio NETL Stock Details NETL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,384
Closed -$35K – 7196
2023
Q1 		$35K Buy
+1,384
New +$36K ﹤0.01% 5825

Other funds holding NETL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
VW
Vance Wealth Santa Clarita, California $346M AUM 19.74% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
HHRDM
H&H Retirement Design & Management Las Vegas, Nevada $213M AUM 12.31% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

JP Morgan Chase sold out of Colterpoint Net Lease Real Estate ETF (NETL) in Q2 2023, closing a stake of 1,384 shares — an estimated $35K sold.

JP Morgan Chase first reported a position in NETL in Q1 2023 and held it in 1 quarter. The position peaked at $35K in Q1 2023. 28 funds tracked by Wall St. Rank hold NETL as of Q2 2023.

  • JP Morgan Chase reported no remaining Colterpoint Net Lease Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Chase sold 1,384 Colterpoint Net Lease Real Estate ETF shares in Q2 2023, an estimated $35K.
  • JP Morgan Chase first reported a position in Colterpoint Net Lease Real Estate ETF in Q1 2023 and held it in 1 quarter.
  • JP Morgan Chase's Colterpoint Net Lease Real Estate ETF position peaked at $35K in Q1 2023.
  • 28 funds tracked by Wall St. Rank held Colterpoint Net Lease Real Estate ETF as of Q2 2023.

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