JP Morgan Chase

JP Morgan Chase’s ProShares Ultra Financials UYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.2K	Sell	216 -34	-14%	-$2.8K	﹤0.01%	6635
2025 Q4	$22.9K	Hold	250	–	–	﹤0.01%	6469
2025 Q3	$24.8K	Hold	250	–	–	﹤0.01%	6429
2025 Q2	$23.9K	Sell	250 -10	-4%	-$859	﹤0.01%	6136
2025 Q1	$23.2K	Buy	+260	New	+$23.7K	﹤0.01%	6108
2023 Q4	–	Sell	-40	Closed	-$1.74K	–	7890
2023 Q3	$1.74K	Hold	40	–	–	﹤0.01%	6567
2023 Q2	$1.82K	Buy	+40	New	+$1.72K	﹤0.01%	6355
2022 Q4	–	Sell	-600	Closed	-$23K	–	7024
2022 Q3	$23K	Buy	+600	New	+$28.2K	﹤0.01%	5765
2019 Q1	–	Sell	-75	Closed	-$2K	–	6071
2018 Q4	$2K	Buy	+75	New	+$2.87K	﹤0.01%	5602

Other funds holding UYG

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Susquehanna International Group

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

Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return