JP Morgan Chase
TDSE

JP Morgan Chase’s Cabana Target Drawdown 16 ETF TDSE Stock Holding History

JP Morgan Chase’s Portfolio TDSE Stock Details TDSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-40,138
Closed -$867K – 7994
2023
Q3 		$867K Buy
40,138
+11,398
+40% +$251K ﹤0.01% 4143
2023
Q2 		$641K Sell
28,740
-17,884
-38% -$393K ﹤0.01% 4349
2023
Q1 		$1.03M Buy
+46,624
New +$1.03M ﹤0.01% 4025
2022
Q4 		– Sell
-28,184
Closed -$636K – 7162
2022
Q3 		$636K Buy
+28,184
New +$645K ﹤0.01% 4301

Other funds holding TDSE

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

JP Morgan Chase sold out of Cabana Target Drawdown 16 ETF (TDSE) in Q4 2023, closing a stake of 40,138 shares — an estimated $867K sold.

JP Morgan Chase first reported a position in TDSE in Q3 2022 and held it in 4 quarters. The position peaked at $1.03M in Q1 2023. 8 funds tracked by Wall St. Rank hold TDSE as of Q4 2023.

  • JP Morgan Chase reported no remaining Cabana Target Drawdown 16 ETF position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 40,138 Cabana Target Drawdown 16 ETF shares in Q4 2023, an estimated $867K.
  • JP Morgan Chase first reported a position in Cabana Target Drawdown 16 ETF in Q3 2022 and held it in 4 quarters.
  • JP Morgan Chase's Cabana Target Drawdown 16 ETF position peaked at $1.03M in Q1 2023.
  • 8 funds tracked by Wall St. Rank held Cabana Target Drawdown 16 ETF as of Q4 2023.

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