I can't remember which direct indexing thread discusses this but you can try searching the forum.If there has been extensive discussion, do you mind linking it?
The positions can be transferred to a new ETF via a section 351 exchange or to a private fund via section 721. This has been discussed extensively on Boglheads already.
A 2 second google search:
https://am.jpmorgan.com/us/en/asset-man ... fficiency/
https://am.jpmorgan.com/us/en/asset-man ... f-in-kind/
Statistics: Posted by prioritarian — Wed Sep 03, 2025 10:15 am — Replies 103 — Views 25237