JP Morgan Chase
ASG

JP Morgan Chase’s Liberty All-Star Growth Fund ASG Stock Holding History

JP Morgan Chase’s Portfolio ASG Stock Details ASG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32 Buy
+6
New +$31 ﹤0.01% 7608
2024
Q1 		– Sell
-15,744
Closed -$83.1K – 7393
2023
Q4 		$83.1K Buy
15,744
+3,917
+33% +$19.3K ﹤0.01% 5818
2023
Q3 		$58.4K Buy
+11,827
New +$62.1K ﹤0.01% 5740
2023
Q1 		– Sell
-7,897
Closed -$39K – 6673
2022
Q4 		$39K Buy
+7,897
New +$40.8K ﹤0.01% 5697
2020
Q4 		– Sell
-2
Closed – – 5612
2020
Q3 		$0 Buy
+2
New +$14 ﹤0.01% 5467
2016
Q3 		– Sell
-2,397
Closed -$10K – 4523
2016
Q2 		$10K Buy
+2,397
New +$9.77K ﹤0.01% 4340

Other funds holding ASG

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $30.4M AUM 3.41% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase's ASG Position: Q2 2026 in Review

JP Morgan Chase opened a new position in Liberty All-Star Growth Fund (ASG) in Q2 2026: 6 shares worth $32. The stake represents ﹤0.01% of the portfolio and ranks #7608 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in ASG as recently as Q4 2023.

JP Morgan Chase first reported a position in ASG in Q2 2016 and has held it in 6 quarters since. The position peaked at $83.1K in Q4 2023. 81 funds tracked by Wall St. Rank hold ASG as of Q2 2026.

  • JP Morgan Chase held 6 shares of Liberty All-Star Growth Fund worth $32 as of Q2 2026.
  • Liberty All-Star Growth Fund was a new JP Morgan Chase position in Q2 2026.
  • Liberty All-Star Growth Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #7608 holding.
  • JP Morgan Chase first reported a position in Liberty All-Star Growth Fund in Q2 2016 and has held it in 6 quarters since.
  • JP Morgan Chase's Liberty All-Star Growth Fund position peaked at $83.1K in Q4 2023.
  • 81 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.