JP Morgan Chase
PY icon

JP Morgan Chase’s Principal Exchange-Traded Funds Principal Value ETF PY Stock Holding History

JP Morgan Chase’s Portfolio PY Stock Details PY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-84
Closed -$3.86K – 7622
2024
Q2 		$3.86K Buy
+84
New +$3.81K ﹤0.01% 6430

Other funds holding PY

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase's PY Position: Q3 2024 in Review

JP Morgan Chase sold out of Principal Exchange-Traded Funds Principal Value ETF (PY) in Q3 2024, closing a stake of 84 shares — an estimated $3.86K sold.

JP Morgan Chase first reported a position in PY in Q2 2024 and held it in 1 quarter. The position peaked at $3.86K in Q2 2024. 14 funds tracked by Wall St. Rank hold PY as of Q3 2024.

  • JP Morgan Chase reported no remaining Principal Exchange-Traded Funds Principal Value ETF position as of Q3 2024 after selling out during the quarter.
  • JP Morgan Chase sold 84 Principal Exchange-Traded Funds Principal Value ETF shares in Q3 2024, an estimated $3.86K.
  • JP Morgan Chase first reported a position in Principal Exchange-Traded Funds Principal Value ETF in Q2 2024 and held it in 1 quarter.
  • JP Morgan Chase's Principal Exchange-Traded Funds Principal Value ETF position peaked at $3.86K in Q2 2024.
  • 14 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Value ETF as of Q3 2024.

Based on JP Morgan Chase's 13F filing for Q3 2024, filed 8 Nov 2024.