JP Morgan Chase

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
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

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Flow State Investments Chicago, Illinois $226M AUM 5.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return