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Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
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Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Institutional Conviction Index
Stock index based on fund manager consensus updated each quarter
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English
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Deutsch
Español
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日本語
한국어
繁體中文
JP Morgan Chase’s
XChange TEC
XHG
Stock Holding History
JP Morgan Chase’s Portfolio
XHG Stock Details
XHG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Hold
0
–
-$29
–
7806
2024
Q3
–
Hold
0
–
–
–
7208
Other funds holding XHG
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$72.6B AUM
54.88%
1-Year Est. Return
Virtu Financial
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$3.18B AUM
65.92%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$786B AUM
40.34%
1-Year Est. Return
Ares Management
Los Angeles, California
$2.29B AUM
0.27%
1-Year Est. Return
RhumbLine Advisers
Boston, Massachusetts
$133B AUM
43.5%
1-Year Est. Return
Hexagon Capital Partners
Rogers, Arkansas
$711M AUM
32.8%
1-Year Est. Return
TruNorth Capital Management
Kalamazoo, Michigan
$641M AUM
11.29%
1-Year Est. Return
Center for Financial Planning
Southfied, Michigan
$1.08B AUM
12.2%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Institutional Conviction Index
Stock index based on fund manager consensus updated each quarter
Theme
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