JP Morgan Chase’s First Trust NASDAQ ABA Community Bank Index Fund QABA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-64	Closed	-$3.19K	–	7792
2023 Q4	$3.19K	Buy	+64	New	+$2.74K	﹤0.01%	6641
2018 Q2	–	Sell	-212	Closed	-$11K	–	5661
2018 Q1	$11K	Hold	212	–	–	﹤0.01%	5155
2017 Q4	$11K	Hold	212	–	–	﹤0.01%	5254
2017 Q3	$11K	Hold	212	–	–	﹤0.01%	4706
2017 Q2	$11K	Buy	+212	New	+$10.6K	﹤0.01%	4645
2017 Q1	–	Sell	-983	Closed	-$52K	–	5190
2016 Q4	$52K	Buy	983 +391	+66%	+$18.3K	﹤0.01%	4539
2016 Q3	$24K	Sell	592 -36,324	-98%	-$1.46M	﹤0.01%	4168
2016 Q2	$1.4M	Sell	36,916 -4,270	-10%	-$163K	﹤0.01%	2997
2016 Q1	$1.51M	Sell	41,186 -40,920	-50%	-$1.45M	﹤0.01%	2848
2015 Q4	$3.2M	Buy	+82,106	New	+$3.28M	﹤0.01%	2488
2015 Q1	–	Sell	-46,070	Closed	-$1.69M	–	4229
2014 Q4	$1.69M	Buy	46,070 +891	+2%	+$31.6K	﹤0.01%	3054
2014 Q3	$1.53M	Buy	45,179 +31,801	+238%	+$1.11M	﹤0.01%	3092
2014 Q2	$480K	Buy	13,378 +2,547	+24%	+$89.2K	﹤0.01%	3135
2014 Q1	$399K	Buy	+10,831	New	+$386K	﹤0.01%	3205

Other funds holding QABA

LIA

Luken Investment Analytics Brentwood, Tennessee $261M AUM 11.77% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

KTA

Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

JP Morgan Chase's QABA Position: Q1 2024 in Review

JP Morgan Chase sold out of First Trust NASDAQ ABA Community Bank Index Fund (QABA) in Q1 2024, closing a stake of 64 shares — an estimated $3.19K sold.

JP Morgan Chase first reported a position in QABA in Q1 2014 and held it in 14 quarters. The position peaked at $3.2M in Q4 2015. 40 funds tracked by Wall St. Rank hold QABA as of Q1 2024.

JP Morgan Chase reported no remaining First Trust NASDAQ ABA Community Bank Index Fund position as of Q1 2024 after selling out during the quarter.
JP Morgan Chase sold 64 First Trust NASDAQ ABA Community Bank Index Fund shares in Q1 2024, an estimated $3.19K.
JP Morgan Chase first reported a position in First Trust NASDAQ ABA Community Bank Index Fund in Q1 2014 and held it in 14 quarters.
JP Morgan Chase's First Trust NASDAQ ABA Community Bank Index Fund position peaked at $3.2M in Q4 2015.
40 funds tracked by Wall St. Rank held First Trust NASDAQ ABA Community Bank Index Fund as of Q1 2024.

Based on JP Morgan Chase's 13F filing for Q1 2024, filed 10 May 2024.