JP Morgan Chase’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

JP Morgan Chase’s Portfolio PXI Stock Details PXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$162K	Buy	2,690 +2,560	+1,969%	+$136K	﹤0.01%	5574
2025 Q4	$5.88K	Hold	130	–	–	﹤0.01%	6785
2025 Q3	$6.09K	Hold	130	–	–	﹤0.01%	6739
2025 Q2	$5.61K	Sell	130 -75	-37%	-$3.07K	﹤0.01%	6405
2025 Q1	$8.95K	Sell	205 -126	-38%	-$5.65K	﹤0.01%	6328
2024 Q4	$14.7K	Sell	331 -285	-46%	-$13.2K	﹤0.01%	6313
2024 Q3	$26.6K	Buy	+616	New	+$28K	﹤0.01%	6173
2019 Q1	–	Sell	-86	Closed	-$2K	–	5979
2018 Q4	$2K	Hold	86	–	–	﹤0.01%	5600
2018 Q3	$4K	Hold	86	–	–	﹤0.01%	5578
2018 Q2	$4K	Buy	86 +60	+231%	+$2.55K	﹤0.01%	5447
2018 Q1	$1K	Buy	+26	New	+$1.01K	﹤0.01%	5320
2017 Q1	–	Sell	-3,442	Closed	-$150K	–	5189
2016 Q4	$150K	Buy	+3,442	New	+$145K	﹤0.01%	4271

Other funds holding PXI

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

JP Morgan Chase increased its Invesco Dorsey Wright Energy Momentum ETF (PXI) stake by 1,969% in Q1 2026, buying an estimated $136K and bringing the position to 2,690 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #5574.

JP Morgan Chase first reported a position in PXI in Q4 2016 and has held it in 12 quarters since. 42 funds tracked by Wall St. Rank hold PXI as of Q1 2026.

JP Morgan Chase held 2,690 shares of Invesco Dorsey Wright Energy Momentum ETF worth $162K as of Q1 2026.
JP Morgan Chase bought 2,560 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2026, an estimated $136K.
Invesco Dorsey Wright Energy Momentum ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5574 holding.
JP Morgan Chase first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2016 and has held it in 12 quarters since.
42 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2026.

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