JP Morgan Chase
OVS icon

JP Morgan Chase’s Overlay Shares Small Cap Equity ETF OVS Stock Holding History

JP Morgan Chase’s Portfolio OVS Stock Details OVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,947
Closed -$70.5K – 7633
2024
Q3 		$70.5K Sell
1,947
-1,876
-49% -$65K ﹤0.01% 5855
2024
Q2 		$126K Buy
3,823
+354
+10% +$11.6K ﹤0.01% 5402
2024
Q1 		$119K Sell
3,469
-5,013
-59% -$163K ﹤0.01% 5599
2023
Q4 		$278K Buy
8,482
+431
+5% +$12.5K ﹤0.01% 5160
2023
Q3 		$231K Buy
8,051
+3,682
+84% +$113K ﹤0.01% 4979
2023
Q2 		$135K Buy
4,369
+3,653
+510% +$107K ﹤0.01% 5313
2023
Q1 		$21.3K Buy
+716
New +$21.9K ﹤0.01% 5957

Other funds holding OVS

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase sold out of Overlay Shares Small Cap Equity ETF (OVS) in Q4 2024, closing a stake of 1,947 shares — an estimated $70.5K sold.

JP Morgan Chase first reported a position in OVS in Q1 2023 and held it in 7 quarters. The position peaked at $278K in Q4 2023. 6 funds tracked by Wall St. Rank hold OVS as of Q4 2024.

  • JP Morgan Chase reported no remaining Overlay Shares Small Cap Equity ETF position as of Q4 2024 after selling out during the quarter.
  • JP Morgan Chase sold 1,947 Overlay Shares Small Cap Equity ETF shares in Q4 2024, an estimated $70.5K.
  • JP Morgan Chase first reported a position in Overlay Shares Small Cap Equity ETF in Q1 2023 and held it in 7 quarters.
  • JP Morgan Chase's Overlay Shares Small Cap Equity ETF position peaked at $278K in Q4 2023.
  • 6 funds tracked by Wall St. Rank held Overlay Shares Small Cap Equity ETF as of Q4 2024.

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