JP Morgan Chase
UFOX

JP Morgan Chase’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

JP Morgan Chase’s Portfolio UFOX Stock Details UFOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$137K Buy
2,101
+157
+8% +$10.6K ﹤0.01% 5671
2025
Q4 		$124K Hold
1,944
– – ﹤0.01% 5774
2025
Q3 		$120K Buy
1,944
+66
+4% +$3.76K ﹤0.01% 5795
2025
Q2 		$99.1K Sell
1,878
-178
-9% -$8.02K ﹤0.01% 5611
2025
Q1 		$87.4K Sell
2,056
-2,379
-54% -$113K ﹤0.01% 5638
2024
Q4 		$211K Buy
4,435
+58
+1% +$2.67K ﹤0.01% 5450
2024
Q3 		$190K Buy
4,377
+2,501
+133% +$104K ﹤0.01% 5427
2024
Q2 		$78.4K Sell
1,876
-173
-8% -$6.75K ﹤0.01% 5652
2024
Q1 		$80.1K Sell
2,049
-954
-32% -$35.8K ﹤0.01% 5768
2023
Q4 		$108K Hold
3,003
– – ﹤0.01% 5701
2023
Q3 		$93.9K Sell
3,003
-228
-7% -$7.43K ﹤0.01% 5506
2023
Q2 		$109K Sell
3,231
-121
-4% -$3.84K ﹤0.01% 5426
2023
Q1 		$110K Sell
3,352
-55,602
-94% -$1.78M ﹤0.01% 5380
2022
Q4 		$1.76M Sell
58,954
-64,277
-52% -$1.94M ﹤0.01% 3660
2022
Q3 		$3.52M Buy
123,231
+2,690
+2% +$88.6K ﹤0.01% 3026
2022
Q2 		$3.8M Buy
120,541
+903
+0.8% +$30.9K ﹤0.01% 3024
2022
Q1 		$4.49M Sell
119,638
-2,106
-2% -$80K ﹤0.01% 3092
2021
Q4 		$5.08M Sell
121,744
-3,433
-3% -$136K ﹤0.01% 3046
2021
Q3 		$4.55M Buy
125,177
+1,121
+0.9% +$42.4K ﹤0.01% 3118
2021
Q2 		$4.72M Sell
124,056
-5,731
-4% -$210K ﹤0.01% 3101
2021
Q1 		$4.57M Buy
129,787
+129,732
+235,876% +$4.55M ﹤0.01% 3042
2020
Q4 		$2K Buy
+55
New +$1.72K ﹤0.01% 5532

Other funds holding UFOX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

JP Morgan Chase's UFOX Position: Q1 2026 in Review

JP Morgan Chase increased its Defiance Space and Connective Tech ETF (UFOX) stake by 8.1% in Q1 2026, buying an estimated $10.6K and bringing the position to 2,101 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #5671.

JP Morgan Chase first reported a position in UFOX in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.08M in Q4 2021. 161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

  • JP Morgan Chase held 2,101 shares of Defiance Space and Connective Tech ETF worth $137K as of Q1 2026.
  • JP Morgan Chase bought 157 Defiance Space and Connective Tech ETF shares in Q1 2026, an estimated $10.6K.
  • Defiance Space and Connective Tech ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5671 holding.
  • JP Morgan Chase first reported a position in Defiance Space and Connective Tech ETF in Q4 2020 and has held it in 22 quarters since.
  • JP Morgan Chase's Defiance Space and Connective Tech ETF position peaked at $5.08M in Q4 2021.
  • 161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.