JP Morgan Chase
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JP Morgan Chase’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

JP Morgan Chase’s Portfolio PUI Stock Details PUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.48K Hold
53
– – ﹤0.01% 6981
2025
Q4 		$2.31K Sell
53
-2,529
-98% -$116K ﹤0.01% 6923
2025
Q3 		$119K Buy
2,582
+2,529
+4,772% +$110K ﹤0.01% 5802
2025
Q2 		$2.22K Sell
53
-71
-57% -$2.91K ﹤0.01% 6525
2025
Q1 		$5.08K Sell
124
-8
-6% -$322 ﹤0.01% 6432
2024
Q4 		$5.11K Buy
+132
New +$5.32K ﹤0.01% 6512

Other funds holding PUI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RFA
ROI Financial Advisors Beaverton, Oregon $167M AUM 33.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

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

JP Morgan Chase held its Invesco Dorsey Wright Utilities Momentum ETF (PUI) position steady in Q1 2026 at 53 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #6981.

JP Morgan Chase first reported a position in PUI in Q4 2024 and has held it in 6 quarters since. The position peaked at $119K in Q3 2025. 41 funds tracked by Wall St. Rank hold PUI as of Q1 2026.

  • JP Morgan Chase held 53 shares of Invesco Dorsey Wright Utilities Momentum ETF worth $2.48K as of Q1 2026.
  • JP Morgan Chase left its Invesco Dorsey Wright Utilities Momentum ETF share count unchanged in Q1 2026.
  • Invesco Dorsey Wright Utilities Momentum ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6981 holding.
  • JP Morgan Chase first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q4 2024 and has held it in 6 quarters since.
  • JP Morgan Chase's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $119K in Q3 2025.
  • 41 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q1 2026.

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