JP Morgan Chase
PTL icon

JP Morgan Chase’s Inspire 500 ETF PTL Stock Holding History

JP Morgan Chase’s Portfolio PTL Stock Details PTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$157K Sell
554
-443
-44% -$123K ﹤0.01% 5752
2026
Q1 		$243K Buy
+997
New +$256K ﹤0.01% 5390
2025
Q3 		– Sell
-1
Closed -$229 – 7776
2025
Q2 		$229 Buy
+1
New +$213 ﹤0.01% 6773

Other funds holding PTL

IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

JP Morgan Chase's PTL Position: Q2 2026 in Review

JP Morgan Chase reduced its Inspire 500 ETF (PTL) stake by 44% in Q2 2026, selling an estimated $123K and leaving 554 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #5752.

JP Morgan Chase first reported a position in PTL in Q2 2025 and has held it in 3 quarters since. The position peaked at $243K in Q1 2026. 122 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

  • JP Morgan Chase held 554 shares of Inspire 500 ETF worth $157K as of Q2 2026.
  • JP Morgan Chase sold 443 Inspire 500 ETF shares in Q2 2026, an estimated $123K.
  • Inspire 500 ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5752 holding.
  • JP Morgan Chase first reported a position in Inspire 500 ETF in Q2 2025 and has held it in 3 quarters since.
  • JP Morgan Chase's Inspire 500 ETF position peaked at $243K in Q1 2026.
  • 122 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.