JP Morgan Chase
PBP icon

JP Morgan Chase’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

JP Morgan Chase’s Portfolio PBP Stock Details PBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-899
Closed -$19.9K – 7686
2025
Q3 		$19.9K Hold
899
– – ﹤0.01% 6474
2025
Q2 		$19.7K Sell
899
-23
-2% -$496 ﹤0.01% 6180
2025
Q1 		$20.4K Hold
922
– – ﹤0.01% 6145
2024
Q4 		$21.7K Sell
922
-55
-6% -$1.27K ﹤0.01% 6235
2024
Q3 		$22.3K Hold
977
– – ﹤0.01% 6215
2024
Q2 		$21.6K Sell
977
-441
-31% -$9.78K ﹤0.01% 6114
2024
Q1 		$31.9K Sell
1,418
-34
-2% -$749 ﹤0.01% 6100
2023
Q4 		$31.5K Buy
1,452
+228
+19% +$4.88K ﹤0.01% 6140
2023
Q3 		$26.1K Hold
1,224
– – ﹤0.01% 6000
2023
Q2 		$27.1K Hold
1,224
– – ﹤0.01% 5852
2023
Q1 		$25.9K Buy
+1,224
New +$25.5K ﹤0.01% 5918
2017
Q2 		– Sell
-16,832
Closed -$371K – 5148
2017
Q1 		$371K Hold
16,832
– – ﹤0.01% 3835
2016
Q4 		$358K Hold
16,832
– – ﹤0.01% 3917
2016
Q3 		$354K Hold
16,832
– – ﹤0.01% 3514
2016
Q2 		$349K Buy
16,832
+5,016
+42% +$103K ﹤0.01% 3565
2016
Q1 		$239K Hold
11,816
– – ﹤0.01% 3560
2015
Q4 		$242K Hold
11,816
– – ﹤0.01% 3605
2015
Q3 		$238K Hold
11,816
– – ﹤0.01% 3640
2015
Q2 		$248K Hold
11,816
– – ﹤0.01% 3765
2015
Q1 		$248K Hold
11,816
– – ﹤0.01% 3764
2014
Q4 		$245K Sell
11,816
-5,242
-31% -$108K ﹤0.01% 3952
2014
Q3 		$361K Buy
+17,058
New +$368K ﹤0.01% 3784

Other funds holding PBP

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCB
United Community Bank Greenville, South Carolina $300M AUM 14.66% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

JP Morgan Chase's PBP Position: Q4 2025 in Review

JP Morgan Chase sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q4 2025, closing a stake of 899 shares — an estimated $19.9K sold.

JP Morgan Chase first reported a position in PBP in Q3 2014 and held it in 22 quarters. The position peaked at $371K in Q1 2017. 54 funds tracked by Wall St. Rank hold PBP as of Q4 2025.

  • JP Morgan Chase reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q4 2025 after selling out during the quarter.
  • JP Morgan Chase sold 899 Invesco S&P 500 BuyWrite ETF shares in Q4 2025, an estimated $19.9K.
  • JP Morgan Chase first reported a position in Invesco S&P 500 BuyWrite ETF in Q3 2014 and held it in 22 quarters.
  • JP Morgan Chase's Invesco S&P 500 BuyWrite ETF position peaked at $371K in Q1 2017.
  • 54 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q4 2025.

Based on JP Morgan Chase's 13F filing for Q4 2025, filed 11 Feb 2026.