JP Morgan Chase
PHDG icon

JP Morgan Chase’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

JP Morgan Chase’s Portfolio PHDG Stock Details PHDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-93
Closed -$3.39K – 7513
2025
Q1 		$3.39K Buy
+93
New +$3.5K ﹤0.01% 6482
2017
Q3 		– Sell
-3,814
Closed -$97K – 5126
2017
Q2 		$97K Buy
+3,814
New +$96.5K ﹤0.01% 4185
2016
Q1 		– Sell
-29,391
Closed -$727K – 4875
2015
Q4 		$727K Sell
29,391
-36,794
-56% -$911K ﹤0.01% 3248
2015
Q3 		$1.59M Sell
66,185
-13,406
-17% -$336K ﹤0.01% 2863
2015
Q2 		$2.06M Buy
79,591
+20,965
+36% +$560K ﹤0.01% 2894
2015
Q1 		$1.58M Buy
58,626
+12,720
+28% +$351K ﹤0.01% 2984
2014
Q4 		$1.28M Buy
45,906
+26,982
+143% +$788K ﹤0.01% 3221
2014
Q3 		$544K Buy
+18,924
New +$542K ﹤0.01% 3626

Other funds holding PHDG

FPB
First PREMIER Bank Sioux Falls, South Dakota $433M AUM 15% 1-Year Est. Return
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $870M AUM 21.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
PG
Patten Group Chattanooga, Tennessee $575M AUM 21.99% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return