JP Morgan Chase’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

JP Morgan Chase’s Portfolio UDN Stock Details UDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-288	Closed	-$5.18K	–	7754
2024 Q1	$5.18K	Sell	288 -145	-33%	-$2.62K	﹤0.01%	6447
2023 Q4	$7.98K	Buy	+433	New	+$8.05K	﹤0.01%	6463
2022 Q4	–	Sell	-25	Closed	–	–	7016
2022 Q3	$0	Sell	25 -75	-75%	-$1.33K	﹤0.01%	6869
2022 Q2	$2K	Buy	+100	New	+$1.88K	﹤0.01%	6305
2021 Q4	–	Sell	-5,350	Closed	-$110K	–	6973
2021 Q3	$110K	Buy	5,350 +1,000	+23%	+$21K	﹤0.01%	5521
2021 Q2	$92K	Sell	4,350 -1,500	-26%	-$32.2K	﹤0.01%	5571
2021 Q1	$122K	Buy	5,850 +1,600	+38%	+$34.4K	﹤0.01%	5324
2020 Q4	$93K	Buy	4,250 +50	+1%	+$1.06K	﹤0.01%	5013
2020 Q3	$88K	Buy	4,200 +1,200	+40%	+$25.1K	﹤0.01%	4756
2020 Q2	$61K	Buy	+3,000	New	+$59.9K	﹤0.01%	4765
2015 Q2	–	Sell	-35,912	Closed	-$772K	–	4185
2015 Q1	$772K	Buy	+35,912	New	+$805K	﹤0.01%	3338

Other funds holding UDN

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

DWA

Delos Wealth Advisors Dallas, Texas $175M AUM 19.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

CCB

Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase's UDN Position: Q2 2024 in Review

JP Morgan Chase sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q2 2024, closing a stake of 288 shares — an estimated $5.18K sold.

JP Morgan Chase first reported a position in UDN in Q1 2015 and held it in 11 quarters. The position peaked at $772K in Q1 2015. 25 funds tracked by Wall St. Rank hold UDN as of Q2 2024.

JP Morgan Chase reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q2 2024 after selling out during the quarter.
JP Morgan Chase sold 288 Invesco DB US Dollar Index Bearish Fund shares in Q2 2024, an estimated $5.18K.
JP Morgan Chase first reported a position in Invesco DB US Dollar Index Bearish Fund in Q1 2015 and held it in 11 quarters.
JP Morgan Chase's Invesco DB US Dollar Index Bearish Fund position peaked at $772K in Q1 2015.
25 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q2 2024.

Based on JP Morgan Chase's 13F filing for Q2 2024, filed 12 Aug 2024.