JP Morgan Chase
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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 – 7504
2025
Q1 		$3.39K Buy
+93
New +$3.5K ﹤0.01% 6482
2017
Q3 		– Sell
-3,814
Closed -$97K – 5124
2017
Q2 		$97K Buy
+3,814
New +$96.5K ﹤0.01% 4185
2016
Q1 		– Sell
-29,391
Closed -$727K – 4872
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 $619M AUM 20.21% 1-Year Est. Return
AAS
Asset Allocation Strategies Farmington, Michigan $649M AUM 18.03% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
PG
Patten Group Chattanooga, Tennessee $643M AUM 30.24% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

JP Morgan Chase's PHDG Position: Q2 2025 in Review

JP Morgan Chase sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q2 2025, closing a stake of 93 shares — an estimated $3.39K sold.

JP Morgan Chase first reported a position in PHDG in Q3 2014 and held it in 8 quarters. The position peaked at $2.06M in Q2 2015. 46 funds tracked by Wall St. Rank hold PHDG as of Q2 2025.

  • JP Morgan Chase reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q2 2025 after selling out during the quarter.
  • JP Morgan Chase sold 93 Invesco S&P 500 Downside Hedged ETF shares in Q2 2025, an estimated $3.39K.
  • JP Morgan Chase first reported a position in Invesco S&P 500 Downside Hedged ETF in Q3 2014 and held it in 8 quarters.
  • JP Morgan Chase's Invesco S&P 500 Downside Hedged ETF position peaked at $2.06M in Q2 2015.
  • 46 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q2 2025.

Based on JP Morgan Chase's 13F filing for Q2 2025, filed 12 Aug 2025.