JP Morgan Chase
VSHY icon

JP Morgan Chase’s Virtus Newfleet Short Duration High Yield Bond ETF VSHY Stock Holding History

JP Morgan Chase’s Portfolio VSHY Stock Details VSHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-162
Closed -$3K – 7037
2022
Q3 		$3K Buy
+162
New +$3.41K ﹤0.01% 6202

Other funds holding VSHY

FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

JP Morgan Chase's VSHY Position: Q4 2022 in Review

JP Morgan Chase sold out of Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) in Q4 2022, closing a stake of 162 shares — an estimated $3K sold.

JP Morgan Chase first reported a position in VSHY in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 14 funds tracked by Wall St. Rank hold VSHY as of Q4 2022.

  • JP Morgan Chase reported no remaining Virtus Newfleet Short Duration High Yield Bond ETF position as of Q4 2022 after selling out during the quarter.
  • JP Morgan Chase sold 162 Virtus Newfleet Short Duration High Yield Bond ETF shares in Q4 2022, an estimated $3K.
  • JP Morgan Chase first reported a position in Virtus Newfleet Short Duration High Yield Bond ETF in Q3 2022 and held it in 1 quarter.
  • JP Morgan Chase's Virtus Newfleet Short Duration High Yield Bond ETF position peaked at $3K in Q3 2022.
  • 14 funds tracked by Wall St. Rank held Virtus Newfleet Short Duration High Yield Bond ETF as of Q4 2022.

Based on JP Morgan Chase's 13F filing for Q4 2022, filed 13 Feb 2023.