JP Morgan Chase
PBTP icon

JP Morgan Chase’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

JP Morgan Chase’s Portfolio PBTP Stock Details PBTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3
Closed -$81 – 7631
2024
Q4 		$81 Sell
3
-1
-25% -$25 ﹤0.01% 7045
2024
Q3 		$107 Hold
4
– – ﹤0.01% 6993
2024
Q2 		$105 Hold
4
– – ﹤0.01% 6883
2024
Q1 		$105 Sell
4
-1
-20% -$25 ﹤0.01% 6897
2023
Q4 		$129 Buy
+5
New +$123 ﹤0.01% 7097

Other funds holding PBTP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T
Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JP Morgan Chase sold out of Invesco 0-5 Yr US TIPS ETF (PBTP) in Q1 2025, closing a stake of 3 shares — an estimated $81 sold.

JP Morgan Chase first reported a position in PBTP in Q4 2023 and held it in 5 quarters. The position peaked at $129 in Q4 2023. 29 funds tracked by Wall St. Rank hold PBTP as of Q1 2025.

  • JP Morgan Chase reported no remaining Invesco 0-5 Yr US TIPS ETF position as of Q1 2025 after selling out during the quarter.
  • JP Morgan Chase sold 3 Invesco 0-5 Yr US TIPS ETF shares in Q1 2025, an estimated $81.
  • JP Morgan Chase first reported a position in Invesco 0-5 Yr US TIPS ETF in Q4 2023 and held it in 5 quarters.
  • JP Morgan Chase's Invesco 0-5 Yr US TIPS ETF position peaked at $129 in Q4 2023.
  • 29 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q1 2025.

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