JP Morgan Chase
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JP Morgan Chase’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

JP Morgan Chase’s Portfolio PSL Stock Details PSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-100
Closed -$7K – 6904
2022
Q3 		$7K Buy
+100
New +$8.07K ﹤0.01% 6037
2018
Q1 		– Sell
-30
Closed -$2K – 5577
2017
Q4 		$2K Hold
30
– – ﹤0.01% 5372
2017
Q3 		$2K Sell
30
-173
-85% -$10.5K ﹤0.01% 4880
2017
Q2 		$12K Sell
203
-433
-68% -$25.8K ﹤0.01% 4627
2017
Q1 		$37K Buy
+636
New +$35.8K ﹤0.01% 4602

Other funds holding PSL

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

JP Morgan Chase's PSL Position: Q4 2022 in Review

JP Morgan Chase sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q4 2022, closing a stake of 100 shares — an estimated $7K sold.

JP Morgan Chase first reported a position in PSL in Q1 2017 and held it in 5 quarters. The position peaked at $37K in Q1 2017. 61 funds tracked by Wall St. Rank hold PSL as of Q4 2022.

  • JP Morgan Chase reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q4 2022 after selling out during the quarter.
  • JP Morgan Chase sold 100 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q4 2022, an estimated $7K.
  • JP Morgan Chase first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q1 2017 and held it in 5 quarters.
  • JP Morgan Chase's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $37K in Q1 2017.
  • 61 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q4 2022.

Based on JP Morgan Chase's 13F filing for Q4 2022, filed 13 Feb 2023.