JP Morgan Chase
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JP Morgan Chase’s Overlay Shares Core Bond ETF OVB Stock Holding History

JP Morgan Chase’s Portfolio OVB Stock Details OVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-247
Closed -$5K – 7628
2024
Q4 		$5K Sell
247
-9,190
-97% -$192K ﹤0.01% 6516
2024
Q3 		$204K Sell
9,437
-815
-8% -$17.2K ﹤0.01% 5401
2024
Q2 		$212K Sell
10,252
-13,886
-58% -$283K ﹤0.01% 5136
2024
Q1 		$504K Sell
24,138
-10,258
-30% -$212K ﹤0.01% 4789
2023
Q4 		$708K Buy
34,396
+11,486
+50% +$227K ﹤0.01% 4558
2023
Q3 		$450K Buy
+22,910
New +$464K ﹤0.01% 4547

Other funds holding OVB

Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Sandy Spring Bank
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Orion Portfolio Solutions
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase's OVB Position: Q1 2025 in Review

JP Morgan Chase sold out of Overlay Shares Core Bond ETF (OVB) in Q1 2025, closing a stake of 247 shares — an estimated $5K sold.

JP Morgan Chase first reported a position in OVB in Q3 2023 and held it in 6 quarters. The position peaked at $708K in Q4 2023. 13 funds tracked by Wall St. Rank hold OVB as of Q1 2025.

  • JP Morgan Chase reported no remaining Overlay Shares Core Bond ETF position as of Q1 2025 after selling out during the quarter.
  • JP Morgan Chase sold 247 Overlay Shares Core Bond ETF shares in Q1 2025, an estimated $5K.
  • JP Morgan Chase first reported a position in Overlay Shares Core Bond ETF in Q3 2023 and held it in 6 quarters.
  • JP Morgan Chase's Overlay Shares Core Bond ETF position peaked at $708K in Q4 2023.
  • 13 funds tracked by Wall St. Rank held Overlay Shares Core Bond ETF as of Q1 2025.

Based on JP Morgan Chase's 13F filing for Q1 2025, filed 12 May 2025.