JP Morgan Chase’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

JP Morgan Chase’s Portfolio PFI Stock Details PFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$254K	Sell	4,187 -113	-3%	-$6.6K	﹤0.01%	5491
2026 Q1	$223K	Buy	+4,300	New	+$242K	﹤0.01%	5420
2017 Q2	–	Sell	-5,829	Closed	-$181K	–	5152
2017 Q1	$181K	Buy	5,829 +709	+14%	+$22.1K	﹤0.01%	4107
2016 Q4	$157K	Buy	+5,120	New	+$154K	﹤0.01%	4260

Other funds holding PFI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

GCA

Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return

TWM

Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return

JP Morgan Chase's PFI Position: Q2 2026 in Review

JP Morgan Chase reduced its Invesco Dorsey Wright Financial Momentum ETF (PFI) stake by 2.6% in Q2 2026, selling an estimated $6.6K and leaving 4,187 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #5491.

JP Morgan Chase first reported a position in PFI in Q4 2016 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold PFI as of Q2 2026.

JP Morgan Chase held 4,187 shares of Invesco Dorsey Wright Financial Momentum ETF worth $254K as of Q2 2026.
JP Morgan Chase sold 113 Invesco Dorsey Wright Financial Momentum ETF shares in Q2 2026, an estimated $6.6K.
Invesco Dorsey Wright Financial Momentum ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5491 holding.
JP Morgan Chase first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q4 2016 and has held it in 4 quarters since.
30 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.