JP Morgan Chase
SZNE

JP Morgan Chase’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

JP Morgan Chase’s Portfolio SZNE Stock Details SZNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-500
Closed -$19.5K – 7719
2024
Q3 		$19.5K Buy
+500
New +$19K ﹤0.01% 6239

Other funds holding SZNE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase's SZNE Position: Q4 2024 in Review

JP Morgan Chase sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q4 2024, closing a stake of 500 shares — an estimated $19.5K sold.

JP Morgan Chase first reported a position in SZNE in Q3 2024 and held it in 1 quarter. The position peaked at $19.5K in Q3 2024. 20 funds tracked by Wall St. Rank hold SZNE as of Q4 2024.

  • JP Morgan Chase reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q4 2024 after selling out during the quarter.
  • JP Morgan Chase sold 500 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q4 2024, an estimated $19.5K.
  • JP Morgan Chase first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q3 2024 and held it in 1 quarter.
  • JP Morgan Chase's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $19.5K in Q3 2024.
  • 20 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q4 2024.

Based on JP Morgan Chase's 13F filing for Q4 2024, filed 12 Feb 2025.