JP Morgan Chase
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JP Morgan Chase’s Adaptive Core ETF RULE Stock Holding History

JP Morgan Chase’s Portfolio RULE Stock Details RULE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,897
Closed -$54.4K – 7828
2023
Q3 		$54.4K Buy
+2,897
New +$56.8K ﹤0.01% 5776

Other funds holding RULE

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase sold out of Adaptive Core ETF (RULE) in Q4 2023, closing a stake of 2,897 shares — an estimated $54.4K sold.

JP Morgan Chase first reported a position in RULE in Q3 2023 and held it in 1 quarter. The position peaked at $54.4K in Q3 2023. 6 funds tracked by Wall St. Rank hold RULE as of Q4 2023.

  • JP Morgan Chase reported no remaining Adaptive Core ETF position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 2,897 Adaptive Core ETF shares in Q4 2023, an estimated $54.4K.
  • JP Morgan Chase first reported a position in Adaptive Core ETF in Q3 2023 and held it in 1 quarter.
  • JP Morgan Chase's Adaptive Core ETF position peaked at $54.4K in Q3 2023.
  • 6 funds tracked by Wall St. Rank held Adaptive Core ETF as of Q4 2023.

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