JP Morgan Chase
OVF icon

JP Morgan Chase’s Overlay Shares Foreign Equity ETF OVF Stock Holding History

JP Morgan Chase’s Portfolio OVF Stock Details OVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,258
Closed -$139K – 7632
2024
Q3 		$139K Sell
5,258
-4,971
-49% -$125K ﹤0.01% 5572
2024
Q2 		$255K Buy
10,229
+662
+7% +$16.3K ﹤0.01% 5029
2024
Q1 		$238K Sell
9,567
-12,735
-57% -$301K ﹤0.01% 5258
2023
Q4 		$516K Sell
22,302
-43
-0.2% -$935 ﹤0.01% 4774
2023
Q3 		$475K Sell
22,345
-26,255
-54% -$587K ﹤0.01% 4519
2023
Q2 		$1.12M Buy
48,600
+40,533
+502% +$931K ﹤0.01% 3977
2023
Q1 		$181K Buy
+8,067
New +$177K ﹤0.01% 5122

Other funds holding OVF

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase's OVF Position: Q4 2024 in Review

JP Morgan Chase sold out of Overlay Shares Foreign Equity ETF (OVF) in Q4 2024, closing a stake of 5,258 shares — an estimated $139K sold.

JP Morgan Chase first reported a position in OVF in Q1 2023 and held it in 7 quarters. The position peaked at $1.12M in Q2 2023. 8 funds tracked by Wall St. Rank hold OVF as of Q4 2024.

  • JP Morgan Chase reported no remaining Overlay Shares Foreign Equity ETF position as of Q4 2024 after selling out during the quarter.
  • JP Morgan Chase sold 5,258 Overlay Shares Foreign Equity ETF shares in Q4 2024, an estimated $139K.
  • JP Morgan Chase first reported a position in Overlay Shares Foreign Equity ETF in Q1 2023 and held it in 7 quarters.
  • JP Morgan Chase's Overlay Shares Foreign Equity ETF position peaked at $1.12M in Q2 2023.
  • 8 funds tracked by Wall St. Rank held Overlay Shares Foreign Equity ETF as of Q4 2024.

Based on JP Morgan Chase's 13F filing for Q4 2024, filed 12 Feb 2025.