JP Morgan Chase
OVLH icon

JP Morgan Chase’s Overlay Shares Hedged Large Cap Equity ETF OVLH Stock Holding History

JP Morgan Chase’s Portfolio OVLH Stock Details OVLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-26,830
Closed -$916K – 7220
2024
Q4 		$916K Buy
26,830
+19,063
+245% +$656K ﹤0.01% 4700
2024
Q3 		$262K Sell
7,767
-4,144
-35% -$136K ﹤0.01% 5282
2024
Q2 		$383K Sell
11,911
-25,934
-69% -$808K ﹤0.01% 4827
2024
Q1 		$1.18M Buy
37,845
+16,418
+77% +$492K ﹤0.01% 4222
2023
Q4 		$619K Buy
21,427
+5,854
+38% +$161K ﹤0.01% 4651
2023
Q3 		$417K Buy
15,573
+8,317
+115% +$231K ﹤0.01% 4583
2023
Q2 		$202K Buy
7,256
+6,879
+1,825% +$182K ﹤0.01% 5065
2023
Q1 		$9.76K Buy
+377
New +$9.61K ﹤0.01% 6126

Other funds holding OVLH

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 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
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAS
PKS Advisory Services Albany, New York $430M AUM 18.56% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

JP Morgan Chase sold out of Overlay Shares Hedged Large Cap Equity ETF (OVLH) in Q1 2025, closing a stake of 26,830 shares — an estimated $916K sold.

JP Morgan Chase first reported a position in OVLH in Q1 2023 and held it in 8 quarters. The position peaked at $1.18M in Q1 2024. 15 funds tracked by Wall St. Rank hold OVLH as of Q1 2025.

  • JP Morgan Chase reported no remaining Overlay Shares Hedged Large Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • JP Morgan Chase sold 26,830 Overlay Shares Hedged Large Cap Equity ETF shares in Q1 2025, an estimated $916K.
  • JP Morgan Chase first reported a position in Overlay Shares Hedged Large Cap Equity ETF in Q1 2023 and held it in 8 quarters.
  • JP Morgan Chase's Overlay Shares Hedged Large Cap Equity ETF position peaked at $1.18M in Q1 2024.
  • 15 funds tracked by Wall St. Rank held Overlay Shares Hedged Large Cap Equity ETF as of Q1 2025.

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