JP Morgan Chase’s ProShares UltraPro Short MidCap400 SMDD Stock Holding History

JP Morgan Chase’s Portfolio SMDD Stock Details SMDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,000	Closed	-$38.6K	–	7846
2023 Q3	$38.6K	Hold	1,000	–	–	﹤0.01%	5883
2023 Q2	$33.7K	Buy	+1,000	New	+$39.9K	﹤0.01%	5807
2022 Q3	–	Sell	-2,300	Closed	-$150K	–	6817
2022 Q2	$150K	Sell	2,300 -200	-8%	-$11K	﹤0.01%	5214
2022 Q1	$112K	Hold	2,500	–	–	﹤0.01%	5454
2021 Q4	$105K	Buy	2,500 +1,750	+233%	+$80.5K	﹤0.01%	5662
2021 Q3	$42K	Buy	+750	New	+$40.2K	﹤0.01%	5887
2020 Q2	–	Sell	-1	Closed	-$1K	–	5670
2020 Q1	$1K	Buy	+1	New	+$537	﹤0.01%	5216

Other funds holding SMDD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase sold out of ProShares UltraPro Short MidCap400 (SMDD) in Q4 2023, closing a stake of 1,000 shares — an estimated $38.6K sold.

JP Morgan Chase first reported a position in SMDD in Q1 2020 and held it in 7 quarters. The position peaked at $150K in Q2 2022. 4 funds tracked by Wall St. Rank hold SMDD as of Q4 2023.

JP Morgan Chase reported no remaining ProShares UltraPro Short MidCap400 position as of Q4 2023 after selling out during the quarter.
JP Morgan Chase sold 1,000 ProShares UltraPro Short MidCap400 shares in Q4 2023, an estimated $38.6K.
JP Morgan Chase first reported a position in ProShares UltraPro Short MidCap400 in Q1 2020 and held it in 7 quarters.
JP Morgan Chase's ProShares UltraPro Short MidCap400 position peaked at $150K in Q2 2022.
4 funds tracked by Wall St. Rank held ProShares UltraPro Short MidCap400 as of Q4 2023.

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