JP Morgan Chase
OVT icon

JP Morgan Chase’s Overlay Shares Short Term Bond ETF OVT Stock Holding History

JP Morgan Chase’s Portfolio OVT Stock Details OVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-63,584
Closed -$1.41M – 7124
2024
Q4 		$1.4M Buy
63,584
+60,932
+2,298% +$1.36M ﹤0.01% 4391
2024
Q3 		$60.5K Sell
2,652
-394
-13% -$8.82K ﹤0.01% 5921
2024
Q2 		$67.6K Sell
3,046
-61,627
-95% -$1.35M ﹤0.01% 5724
2024
Q1 		$1.44M Buy
64,673
+36,633
+131% +$805K ﹤0.01% 4083
2023
Q4 		$609K Buy
28,040
+12,219
+77% +$259K ﹤0.01% 4663
2023
Q3 		$335K Buy
+15,821
New +$339K ﹤0.01% 4729

Other funds holding OVT

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
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BWA
BlueChip Wealth Advisors Milton, Georgia $264M AUM 19.8% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

JP Morgan Chase sold out of Overlay Shares Short Term Bond ETF (OVT) in Q1 2025, closing a stake of 63,584 shares — an estimated $1.41M sold.

JP Morgan Chase first reported a position in OVT in Q3 2023 and held it in 6 quarters. The position peaked at $1.44M in Q1 2024. 11 funds tracked by Wall St. Rank hold OVT as of Q1 2025.

  • JP Morgan Chase reported no remaining Overlay Shares Short Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • JP Morgan Chase sold 63,584 Overlay Shares Short Term Bond ETF shares in Q1 2025, an estimated $1.41M.
  • JP Morgan Chase first reported a position in Overlay Shares Short Term Bond ETF in Q3 2023 and held it in 6 quarters.
  • JP Morgan Chase's Overlay Shares Short Term Bond ETF position peaked at $1.44M in Q1 2024.
  • 11 funds tracked by Wall St. Rank held Overlay Shares Short Term Bond ETF as of Q1 2025.

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