JP Morgan Chase
TDSD

JP Morgan Chase’s Cabana Target Drawdown 13 ETF TDSD Stock Holding History

JP Morgan Chase’s Portfolio TDSD Stock Details TDSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-22,311
Closed -$477K – 7993
2023
Q3 		$477K Buy
22,311
+13,377
+150% +$291K ﹤0.01% 4512
2023
Q2 		$197K Buy
+8,934
New +$192K ﹤0.01% 5080
2022
Q4 		– Sell
-45,646
Closed -$997K – 7161
2022
Q3 		$997K Buy
45,646
+43,360
+1,897% +$962K ﹤0.01% 3998
2022
Q2 		$50K Buy
+2,286
New +$52.8K ﹤0.01% 5662

Other funds holding TDSD

GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase sold out of Cabana Target Drawdown 13 ETF (TDSD) in Q4 2023, closing a stake of 22,311 shares — an estimated $477K sold.

JP Morgan Chase first reported a position in TDSD in Q2 2022 and held it in 4 quarters. The position peaked at $997K in Q3 2022. 9 funds tracked by Wall St. Rank hold TDSD as of Q4 2023.

  • JP Morgan Chase reported no remaining Cabana Target Drawdown 13 ETF position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 22,311 Cabana Target Drawdown 13 ETF shares in Q4 2023, an estimated $477K.
  • JP Morgan Chase first reported a position in Cabana Target Drawdown 13 ETF in Q2 2022 and held it in 4 quarters.
  • JP Morgan Chase's Cabana Target Drawdown 13 ETF position peaked at $997K in Q3 2022.
  • 9 funds tracked by Wall St. Rank held Cabana Target Drawdown 13 ETF as of Q4 2023.

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