JP Morgan Chase
TBG icon

JP Morgan Chase’s TBG Dividend Focus ETF TBG Stock Holding History

JP Morgan Chase’s Portfolio TBG Stock Details TBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-63
Closed -$1.82K – 7666
2024
Q2 		$1.82K Sell
63
-2,744
-98% -$79K ﹤0.01% 6544
2024
Q1 		$82.9K Buy
+2,807
New +$78.6K ﹤0.01% 5759

Other funds holding TBG

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
PCMC
Private Capital Management (Colorado) Denver, Colorado $501M AUM 17.09% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

JP Morgan Chase's TBG Position: Q3 2024 in Review

JP Morgan Chase sold out of TBG Dividend Focus ETF (TBG) in Q3 2024, closing a stake of 63 shares — an estimated $1.82K sold.

JP Morgan Chase first reported a position in TBG in Q1 2024 and held it in 2 quarters. The position peaked at $82.9K in Q1 2024. 9 funds tracked by Wall St. Rank hold TBG as of Q3 2024.

  • JP Morgan Chase reported no remaining TBG Dividend Focus ETF position as of Q3 2024 after selling out during the quarter.
  • JP Morgan Chase sold 63 TBG Dividend Focus ETF shares in Q3 2024, an estimated $1.82K.
  • JP Morgan Chase first reported a position in TBG Dividend Focus ETF in Q1 2024 and held it in 2 quarters.
  • JP Morgan Chase's TBG Dividend Focus ETF position peaked at $82.9K in Q1 2024.
  • 9 funds tracked by Wall St. Rank held TBG Dividend Focus ETF as of Q3 2024.

Based on JP Morgan Chase's 13F filing for Q3 2024, filed 8 Nov 2024.