JP Morgan Chase’s Cabana Target Drawdown 5 ETF TDSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-48,576
Closed -$996K 8055
2023
Q3
$996K Buy
48,576
+1,190
+3% +$24.6K ﹤0.01% 4064
2023
Q2
$989K Buy
47,386
+18
+0% +$375 ﹤0.01% 4079
2023
Q1
$987K Buy
+47,368
New +$1,000K ﹤0.01% 4058
2022
Q3
Sell
-4,532
Closed -$99K 7005
2022
Q2
$99K Buy
+4,532
New +$102K ﹤0.01% 5418

JP Morgan Chase's TDSA Position: Q4 2023 in Review

JP Morgan Chase sold out of Cabana Target Drawdown 5 ETF (TDSA) in Q4 2023, closing a stake of 48,576 shares — an estimated $996K sold.

JP Morgan Chase first reported a position in TDSA in Q2 2022 and held it in 4 quarters. The position peaked at $996K in Q3 2023. 0 funds tracked by Wall St. Rank hold TDSA as of Q4 2023.

  • JP Morgan Chase reported no remaining Cabana Target Drawdown 5 ETF position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 48,576 Cabana Target Drawdown 5 ETF shares in Q4 2023, an estimated $996K.
  • JP Morgan Chase first reported a position in Cabana Target Drawdown 5 ETF in Q2 2022 and held it in 4 quarters.
  • JP Morgan Chase's Cabana Target Drawdown 5 ETF position peaked at $996K in Q3 2023.
  • 0 funds tracked by Wall St. Rank held Cabana Target Drawdown 5 ETF as of Q4 2023.

Based on JP Morgan Chase's 13F filing for Q4 2023, filed 12 Feb 2024.