JP Morgan Chase
PTH icon

JP Morgan Chase’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

JP Morgan Chase’s Portfolio PTH Stock Details PTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$53.6K Hold
1,154
– – ﹤0.01% 6168
2025
Q4 		$57.4K Hold
1,154
– – ﹤0.01% 6172
2025
Q3 		$50.9K Hold
1,154
– – ﹤0.01% 6228
2025
Q2 		$44.9K Sell
1,154
-715
-38% -$27K ﹤0.01% 5966
2025
Q1 		$73.8K Buy
+1,869
New +$77.3K ﹤0.01% 5718
2023
Q4 		– Sell
-120
Closed -$4.03K – 7804
2023
Q3 		$4.03K Hold
120
– – ﹤0.01% 6409
2023
Q2 		$4.87K Hold
120
– – ﹤0.01% 6174
2023
Q1 		$4.49K Hold
120
– – ﹤0.01% 6273
2022
Q4 		$5K Buy
+120
New +$4.87K ﹤0.01% 6169
2022
Q3 		– Sell
-1,200
Closed -$46K – 6777
2022
Q2 		$46K Buy
+1,200
New +$48.4K ﹤0.01% 5682
2021
Q3 		– Sell
-36
Closed -$2K – 6714
2021
Q2 		$2K Buy
+36
New +$1.87K ﹤0.01% 6209
2019
Q4 		– Sell
-405
Closed -$11K – 5839
2019
Q3 		$11K Hold
405
– – ﹤0.01% 5492
2019
Q2 		$12K Sell
405
-3,837
-90% -$103K ﹤0.01% 5535
2019
Q1 		$113K Hold
4,242
– – ﹤0.01% 4846
2018
Q4 		$102K Hold
4,242
– – ﹤0.01% 4844
2018
Q3 		$140K Hold
4,242
– – ﹤0.01% 4826
2018
Q2 		$124K Hold
4,242
– – ﹤0.01% 4761
2018
Q1 		$108K Sell
4,242
-4,203
-50% -$109K ﹤0.01% 4569
2017
Q4 		$203K Sell
8,445
-4,380
-34% -$101K ﹤0.01% 4406
2017
Q3 		$286K Buy
+12,825
New +$271K ﹤0.01% 4002
2016
Q3 		– Sell
-555
Closed -$8K – 4745
2016
Q2 		$8K Buy
+555
New +$8.26K ﹤0.01% 4377

Other funds holding PTH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFF
Byrne Financial Freedom Franklin, Massachusetts $209M AUM 32.46% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

JP Morgan Chase held its Invesco Dorsey Wright Healthcare Momentum ETF (PTH) position steady in Q1 2026 at 1,154 shares worth $53.6K. The position accounts for ﹤0.01% of the portfolio, ranked #6168.

JP Morgan Chase first reported a position in PTH in Q2 2016 and has held it in 21 quarters since. The position peaked at $286K in Q3 2017. 62 funds tracked by Wall St. Rank hold PTH as of Q1 2026.

  • JP Morgan Chase held 1,154 shares of Invesco Dorsey Wright Healthcare Momentum ETF worth $53.6K as of Q1 2026.
  • JP Morgan Chase left its Invesco Dorsey Wright Healthcare Momentum ETF share count unchanged in Q1 2026.
  • Invesco Dorsey Wright Healthcare Momentum ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6168 holding.
  • JP Morgan Chase first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q2 2016 and has held it in 21 quarters since.
  • JP Morgan Chase's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $286K in Q3 2017.
  • 62 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q1 2026.

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