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
Q2 		$53.7K Buy
1,120
+1,067
+2,013% +$50.4K ﹤0.01% 6393
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

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RFA
ROI Financial Advisors Beaverton, Oregon $193M AUM 45.18% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

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

JP Morgan Chase increased its Invesco Dorsey Wright Utilities Momentum ETF (PUI) stake by 2,013% in Q2 2026, buying an estimated $50.4K and bringing the position to 1,120 shares worth $53.7K. The position accounts for ﹤0.01% of the portfolio, ranked #6393.

JP Morgan Chase first reported a position in PUI in Q4 2024 and has held it in 7 quarters since. The position peaked at $119K in Q3 2025. 42 funds tracked by Wall St. Rank hold PUI as of Q2 2026.

  • JP Morgan Chase held 1,120 shares of Invesco Dorsey Wright Utilities Momentum ETF worth $53.7K as of Q2 2026.
  • JP Morgan Chase bought 1,067 Invesco Dorsey Wright Utilities Momentum ETF shares in Q2 2026, an estimated $50.4K.
  • Invesco Dorsey Wright Utilities Momentum ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6393 holding.
  • JP Morgan Chase first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q4 2024 and has held it in 7 quarters since.
  • JP Morgan Chase's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $119K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q2 2026.

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