JP Morgan Chase
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JP Morgan Chase’s Rareview Tax Advantaged Income ETF RTAI Stock Holding History

JP Morgan Chase’s Portfolio RTAI Stock Details RTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,791
Closed -$36.6K – 7695
2023
Q2 		$36.6K Buy
+1,791
New +$36.5K ﹤0.01% 5788

Other funds holding RTAI

BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 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

JP Morgan Chase's RTAI Position: Q3 2023 in Review

JP Morgan Chase sold out of Rareview Tax Advantaged Income ETF (RTAI) in Q3 2023, closing a stake of 1,791 shares — an estimated $36.6K sold.

JP Morgan Chase first reported a position in RTAI in Q2 2023 and held it in 1 quarter. The position peaked at $36.6K in Q2 2023. 3 funds tracked by Wall St. Rank hold RTAI as of Q3 2023.

  • JP Morgan Chase reported no remaining Rareview Tax Advantaged Income ETF position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Chase sold 1,791 Rareview Tax Advantaged Income ETF shares in Q3 2023, an estimated $36.6K.
  • JP Morgan Chase first reported a position in Rareview Tax Advantaged Income ETF in Q2 2023 and held it in 1 quarter.
  • JP Morgan Chase's Rareview Tax Advantaged Income ETF position peaked at $36.6K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Rareview Tax Advantaged Income ETF as of Q3 2023.

Based on JP Morgan Chase's 13F filing for Q3 2023, filed 14 Nov 2023.