JP Morgan Chase’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.8K	Buy	+144	New	+$11.3K	﹤0.01%	6873

Other funds holding UPGD

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AGP

Aspire Growth Partners Miromar Lakes, Florida $172M AUM 33.61% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

TWPM

Total Wealth Planning & Management Ponte Vedra Beach, Florida $148M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

JP Morgan Chase's UPGD Position: Q2 2026 in Review

JP Morgan Chase opened a new position in Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q2 2026: 144 shares worth $11.8K. The stake represents ﹤0.01% of the portfolio and ranks #6873 among its holdings.

32 funds tracked by Wall St. Rank hold UPGD as of Q2 2026.

JP Morgan Chase held 144 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $11.8K as of Q2 2026.
Invesco Bloomberg Analyst Rating Improvers ETF was a new JP Morgan Chase position in Q2 2026.
Invesco Bloomberg Analyst Rating Improvers ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6873 holding.
32 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.