JP Morgan Chase
SPAK

JP Morgan Chase’s Defiance Next Gen SPAC Derived ETF SPAK Stock Holding History

JP Morgan Chase’s Portfolio SPAK Stock Details SPAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,600
Closed -$55K – 7259
2021
Q4 		$55K Hold
2,600
– – ﹤0.01% 5907
2021
Q3 		$60K Hold
2,600
– – ﹤0.01% 5775
2021
Q2 		$69K Hold
2,600
– – ﹤0.01% 5653
2021
Q1 		$69K Buy
+2,600
New +$78.7K ﹤0.01% 5464

Other funds holding SPAK

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
KTC
Kistler-Tiffany Companies Berwyn, Pennsylvania $616M AUM 16.74% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

JP Morgan Chase's SPAK Position: Q1 2022 in Review

JP Morgan Chase sold out of Defiance Next Gen SPAC Derived ETF (SPAK) in Q1 2022, closing a stake of 2,600 shares — an estimated $55K sold.

JP Morgan Chase first reported a position in SPAK in Q1 2021 and held it in 4 quarters. The position peaked at $69K in Q2 2021. 19 funds tracked by Wall St. Rank hold SPAK as of Q1 2022.

  • JP Morgan Chase reported no remaining Defiance Next Gen SPAC Derived ETF position as of Q1 2022 after selling out during the quarter.
  • JP Morgan Chase sold 2,600 Defiance Next Gen SPAC Derived ETF shares in Q1 2022, an estimated $55K.
  • JP Morgan Chase first reported a position in Defiance Next Gen SPAC Derived ETF in Q1 2021 and held it in 4 quarters.
  • JP Morgan Chase's Defiance Next Gen SPAC Derived ETF position peaked at $69K in Q2 2021.
  • 19 funds tracked by Wall St. Rank held Defiance Next Gen SPAC Derived ETF as of Q1 2022.

Based on JP Morgan Chase's 13F filing for Q1 2022, filed 11 May 2022.