JP Morgan Chase
TRPA

JP Morgan Chase’s Hartford AAA CLO ETF TRPA Stock Holding History

JP Morgan Chase’s Portfolio TRPA Stock Details TRPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-65,039
Closed -$2.54M – 7825
2024
Q3 		$2.54M Buy
+65,039
New +$2.54M ﹤0.01% 3809

Other funds holding TRPA

FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWM
ForthRight Wealth Management Alpharetta, Georgia $391M AUM 18.08% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

JP Morgan Chase's TRPA Position: Q4 2024 in Review

JP Morgan Chase sold out of Hartford AAA CLO ETF (TRPA) in Q4 2024, closing a stake of 65,039 shares — an estimated $2.54M sold.

JP Morgan Chase first reported a position in TRPA in Q3 2024 and held it in 1 quarter. The position peaked at $2.54M in Q3 2024. 28 funds tracked by Wall St. Rank hold TRPA as of Q4 2024.

  • JP Morgan Chase reported no remaining Hartford AAA CLO ETF position as of Q4 2024 after selling out during the quarter.
  • JP Morgan Chase sold 65,039 Hartford AAA CLO ETF shares in Q4 2024, an estimated $2.54M.
  • JP Morgan Chase first reported a position in Hartford AAA CLO ETF in Q3 2024 and held it in 1 quarter.
  • JP Morgan Chase's Hartford AAA CLO ETF position peaked at $2.54M in Q3 2024.
  • 28 funds tracked by Wall St. Rank held Hartford AAA CLO ETF as of Q4 2024.

Based on JP Morgan Chase's 13F filing for Q4 2024, filed 12 Feb 2025.