JP Morgan Chase
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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

JP Morgan Chase's PFI Position: Q1 2026 in Review

JP Morgan Chase opened a new position in Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q1 2026: 4,300 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #5420 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in PFI as recently as Q1 2017.

JP Morgan Chase first reported a position in PFI in Q4 2016 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold PFI as of Q1 2026.

  • JP Morgan Chase held 4,300 shares of Invesco Dorsey Wright Financial Momentum ETF worth $223K as of Q1 2026.
  • Invesco Dorsey Wright Financial Momentum ETF was a new JP Morgan Chase position in Q1 2026.
  • Invesco Dorsey Wright Financial Momentum ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5420 holding.
  • JP Morgan Chase first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q4 2016 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.