JP Morgan Chase
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JP Morgan Chase’s Hartford Multifactor Small Cap ETF ROSC Stock Holding History

JP Morgan Chase’s Portfolio ROSC Stock Details ROSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-466
Closed -$17K – 7155
2022
Q4 		$17K Sell
466
-2,419
-84% -$87.2K ﹤0.01% 5928
2022
Q3 		$93K Buy
+2,885
New +$103K ﹤0.01% 5316

Other funds holding ROSC

Atria Wealth Solutions
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
SWM
Solano Wealth Management Fairfield, California $183M AUM 14.53% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

JP Morgan Chase sold out of Hartford Multifactor Small Cap ETF (ROSC) in Q1 2023, closing a stake of 466 shares — an estimated $17K sold.

JP Morgan Chase first reported a position in ROSC in Q3 2022 and held it in 2 quarters. The position peaked at $93K in Q3 2022. 17 funds tracked by Wall St. Rank hold ROSC as of Q1 2023.

  • JP Morgan Chase reported no remaining Hartford Multifactor Small Cap ETF position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Chase sold 466 Hartford Multifactor Small Cap ETF shares in Q1 2023, an estimated $17K.
  • JP Morgan Chase first reported a position in Hartford Multifactor Small Cap ETF in Q3 2022 and held it in 2 quarters.
  • JP Morgan Chase's Hartford Multifactor Small Cap ETF position peaked at $93K in Q3 2022.
  • 17 funds tracked by Wall St. Rank held Hartford Multifactor Small Cap ETF as of Q1 2023.

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