JP Morgan Chase
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JP Morgan Chase’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

JP Morgan Chase’s Portfolio SWAN Stock Details SWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,586
Closed -$91.6K – 7313
2023
Q1 		$91.6K Buy
3,586
+986
+38% +$24.8K ﹤0.01% 5465
2022
Q4 		$64K Buy
+2,600
New +$65K ﹤0.01% 5528
2022
Q1 		– Sell
-409
Closed -$14K – 7000
2021
Q4 		$14K Buy
+409
New +$14.6K ﹤0.01% 6282

Other funds holding SWAN

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

JP Morgan Chase's SWAN Position: Q2 2023 in Review

JP Morgan Chase sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q2 2023, closing a stake of 3,586 shares — an estimated $91.6K sold.

JP Morgan Chase first reported a position in SWAN in Q4 2021 and held it in 3 quarters. The position peaked at $91.6K in Q1 2023. 47 funds tracked by Wall St. Rank hold SWAN as of Q2 2023.

  • JP Morgan Chase reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Chase sold 3,586 Amplify BlackSwan Growth & Treasure Core ETF shares in Q2 2023, an estimated $91.6K.
  • JP Morgan Chase first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q4 2021 and held it in 3 quarters.
  • JP Morgan Chase's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $91.6K in Q1 2023.
  • 47 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q2 2023.

Based on JP Morgan Chase's 13F filing for Q2 2023, filed 11 Aug 2023.