JPMorgan Chase & Co’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.7M Sell
97,302
-78
-0.1% -$3.77K ﹤0.01% 2762
2025
Q1
$4.26M Buy
97,380
+62,908
+182% +$2.75M ﹤0.01% 2773
2024
Q4
$1.61M Sell
34,472
-135,304
-80% -$6.31M ﹤0.01% 3530
2024
Q3
$7.89M Sell
169,776
-1,154
-0.7% -$53.6K ﹤0.01% 2325
2024
Q2
$7.54M Buy
170,930
+88,670
+108% +$3.91M ﹤0.01% 2285
2024
Q1
$3.51M Sell
82,260
-6,661
-7% -$284K ﹤0.01% 2790
2023
Q4
$3.35M Buy
88,921
+12,139
+16% +$457K ﹤0.01% 2817
2023
Q3
$2.61M Sell
76,782
-80,424
-51% -$2.73M ﹤0.01% 2849
2023
Q2
$5.64M Buy
157,206
+106,814
+212% +$3.83M ﹤0.01% 2414
2023
Q1
$1.66M Buy
50,392
+32,573
+183% +$1.07M ﹤0.01% 3147
2022
Q4
$543K Buy
+17,819
New +$543K ﹤0.01% 3704