JP Morgan Chase
SECT icon

JP Morgan Chase’s Main Sector Rotation ETF SECT Stock Holding History

JP Morgan Chase’s Portfolio SECT Stock Details SECT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$204K Hold
3,482
– – ﹤0.01% 5459
2025
Q4 		$225K Hold
3,482
– – ﹤0.01% 5483
2025
Q3 		$219K Buy
3,482
+3,301
+1,824% +$198K ﹤0.01% 5464
2025
Q2 		$10.5K Sell
181
-197
-52% -$10.4K ﹤0.01% 6309
2025
Q1 		$19.3K Buy
378
+377
+37,700% +$20.7K ﹤0.01% 6158
2024
Q4 		$55 Sell
1
-5,071
-100% -$281K ﹤0.01% 7111
2024
Q3 		$273K Hold
5,072
– – ﹤0.01% 5259
2024
Q2 		$259K Hold
5,072
– – ﹤0.01% 5017
2024
Q1 		$256K Hold
5,072
– – ﹤0.01% 5216
2023
Q4 		$236K Buy
+5,072
New +$221K ﹤0.01% 5293

Other funds holding SECT

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $457M AUM 23.18% 1-Year Est. Return