JP Morgan Chase
TACK icon

JP Morgan Chase’s Fairlead Tactical Sector ETF TACK Stock Holding History

JP Morgan Chase’s Portfolio TACK Stock Details TACK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$54.1K Buy
1,707
+291
+21% +$9.05K ﹤0.01% 6389
2026
Q1 		$42.3K Buy
1,416
+1,021
+258% +$31.5K ﹤0.01% 6262
2025
Q4 		$11.8K Buy
+395
New +$11.8K ﹤0.01% 6624
2023
Q2 		– Sell
-24
Closed -$582 – 7315
2023
Q1 		$582 Buy
+24
New +$574 ﹤0.01% 6601

Other funds holding TACK

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EFA
Evernest Financial Advisors Carmel, Indiana $478M AUM 24% 1-Year Est. Return
NIA
NBZ Investment Advisors Knoxville, Tennessee $256M AUM 18.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

JP Morgan Chase's TACK Position: Q2 2026 in Review

JP Morgan Chase increased its Fairlead Tactical Sector ETF (TACK) stake by 21% in Q2 2026, buying an estimated $9.05K and bringing the position to 1,707 shares worth $54.1K. The position accounts for ﹤0.01% of the portfolio, ranked #6389.

JP Morgan Chase first reported a position in TACK in Q1 2023 and has held it in 4 quarters since. 39 funds tracked by Wall St. Rank hold TACK as of Q2 2026.

  • JP Morgan Chase held 1,707 shares of Fairlead Tactical Sector ETF worth $54.1K as of Q2 2026.
  • JP Morgan Chase bought 291 Fairlead Tactical Sector ETF shares in Q2 2026, an estimated $9.05K.
  • Fairlead Tactical Sector ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6389 holding.
  • JP Morgan Chase first reported a position in Fairlead Tactical Sector ETF in Q1 2023 and has held it in 4 quarters since.
  • 39 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.