JP Morgan Chase
QQQH

JP Morgan Chase’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

JP Morgan Chase’s Portfolio QQQH Stock Details QQQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-91
Closed -$3K – 7316
2022
Q4 		$3K Buy
+91
New +$3.47K ﹤0.01% 6271
2022
Q3 		– Sell
-445
Closed -$17K – 6927
2022
Q2 		$17K Buy
+445
New +$19.7K ﹤0.01% 5932

Other funds holding QQQH

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

JP Morgan Chase's QQQH Position: Q1 2023 in Review

JP Morgan Chase sold out of NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q1 2023, closing a stake of 91 shares — an estimated $3K sold.

JP Morgan Chase first reported a position in QQQH in Q2 2022 and held it in 2 quarters. The position peaked at $17K in Q2 2022. 67 funds tracked by Wall St. Rank hold QQQH as of Q1 2023.

  • JP Morgan Chase reported no remaining NEOS Nasdaq-100 Hedged Equity Income ETF position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Chase sold 91 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q1 2023, an estimated $3K.
  • JP Morgan Chase first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q2 2022 and held it in 2 quarters.
  • JP Morgan Chase's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $17K in Q2 2022.
  • 67 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q1 2023.

Based on JP Morgan Chase's 13F filing for Q1 2023, filed 11 May 2023.