JP Morgan Chase
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JP Morgan Chase’s Rareview Dynamic Fixed Income ETF RDFI Stock Holding History

JP Morgan Chase’s Portfolio RDFI Stock Details RDFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-240
Closed -$5.07K – 7816
2023
Q3 		$5.07K Buy
+240
New +$5.32K ﹤0.01% 6379

Other funds holding RDFI

BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase's RDFI Position: Q4 2023 in Review

JP Morgan Chase sold out of Rareview Dynamic Fixed Income ETF (RDFI) in Q4 2023, closing a stake of 240 shares — an estimated $5.07K sold.

JP Morgan Chase first reported a position in RDFI in Q3 2023 and held it in 1 quarter. The position peaked at $5.07K in Q3 2023. 9 funds tracked by Wall St. Rank hold RDFI as of Q4 2023.

  • JP Morgan Chase reported no remaining Rareview Dynamic Fixed Income ETF position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 240 Rareview Dynamic Fixed Income ETF shares in Q4 2023, an estimated $5.07K.
  • JP Morgan Chase first reported a position in Rareview Dynamic Fixed Income ETF in Q3 2023 and held it in 1 quarter.
  • JP Morgan Chase's Rareview Dynamic Fixed Income ETF position peaked at $5.07K in Q3 2023.
  • 9 funds tracked by Wall St. Rank held Rareview Dynamic Fixed Income ETF as of Q4 2023.

Based on JP Morgan Chase's 13F filing for Q4 2023, filed 12 Feb 2024.