JP Morgan Chase
OWNS

JP Morgan Chase’s CCM Affordable Housing MBS ETF OWNS Stock Holding History

JP Morgan Chase’s Portfolio OWNS Stock Details OWNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,675
Closed -$63K – 7641
2025
Q2 		$63K Buy
+3,675
New +$62.6K ﹤0.01% 5816
2023
Q2 		– Sell
-208
Closed -$3.6K – 7225
2023
Q1 		$3.6K Buy
+208
New +$3.61K ﹤0.01% 6329

Other funds holding OWNS

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return
SA
Skyline Advisors Bellingham, Washington $319M AUM 13.25% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

JP Morgan Chase's OWNS Position: Q3 2025 in Review

JP Morgan Chase sold out of CCM Affordable Housing MBS ETF (OWNS) in Q3 2025, closing a stake of 3,675 shares — an estimated $63K sold.

JP Morgan Chase first reported a position in OWNS in Q1 2023 and held it in 2 quarters. The position peaked at $63K in Q2 2025. 23 funds tracked by Wall St. Rank hold OWNS as of Q3 2025.

  • JP Morgan Chase reported no remaining CCM Affordable Housing MBS ETF position as of Q3 2025 after selling out during the quarter.
  • JP Morgan Chase sold 3,675 CCM Affordable Housing MBS ETF shares in Q3 2025, an estimated $63K.
  • JP Morgan Chase first reported a position in CCM Affordable Housing MBS ETF in Q1 2023 and held it in 2 quarters.
  • JP Morgan Chase's CCM Affordable Housing MBS ETF position peaked at $63K in Q2 2025.
  • 23 funds tracked by Wall St. Rank held CCM Affordable Housing MBS ETF as of Q3 2025.

Based on JP Morgan Chase's 13F filing for Q3 2025, filed 7 Nov 2025.