JP Morgan Chase
CHGA

JP Morgan Chase’s Change Agents Corp CHGA Stock Holding History

JP Morgan Chase’s Portfolio CHGA Stock Details CHGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Hold
0
– -$4 – 7492
2023
Q3 		– Hold
0
– – – 7370
2022
Q2 		– Hold
0
– – – 6430
2022
Q1 		– Hold
0
– – – 6551
2021
Q4 		– Sell
-4
Closed -$11.5K – 6543
2021
Q3 		$11K Sell
4
-2
-33% -$5.79K ﹤0.01% 6150
2021
Q2 		$16K Sell
6
-13
-68% -$41.5K ﹤0.01% 5961
2021
Q1 		$62K Hold
19
– – ﹤0.01% 5480
2020
Q4 		$63K Buy
19
+14
+280% +$49.9K ﹤0.01% 5101
2020
Q3 		$20K Hold
5
– – ﹤0.01% 5143
2020
Q2 		$31K Sell
5
-7
-58% -$34.2K ﹤0.01% 4956
2020
Q1 		$57K Buy
12
+3
+33% +$13.7K ﹤0.01% 4688
2019
Q4 		$55K Buy
9
+7
+350% +$35K ﹤0.01% 5094
2019
Q3 		$13K Hold
2
– – ﹤0.01% 5472
2019
Q2 		$14K Hold
2
– – ﹤0.01% 5504
2019
Q1 		$27K Buy
+2
New +$26.7K ﹤0.01% 5320

Other funds holding CHGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase's CHGA Position: Q4 2023 in Review

JP Morgan Chase held its Change Agents Corp (CHGA) position steady in Q4 2023 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #7492.

JP Morgan Chase first reported a position in CHGA in Q1 2019 and has held it in 11 quarters since. The position peaked at $63K in Q4 2020. 9 funds tracked by Wall St. Rank hold CHGA as of Q4 2023.

  • JP Morgan Chase held 0 shares of Change Agents Corp worth $0 as of Q4 2023.
  • JP Morgan Chase left its Change Agents Corp share count unchanged in Q4 2023.
  • Change Agents Corp made up ﹤0.01% of JP Morgan Chase's portfolio in Q4 2023, its #7492 holding.
  • JP Morgan Chase first reported a position in Change Agents Corp in Q1 2019 and has held it in 11 quarters since.
  • JP Morgan Chase's Change Agents Corp position peaked at $63K in Q4 2020.
  • 9 funds tracked by Wall St. Rank held Change Agents Corp as of Q4 2023.

Based on JP Morgan Chase's 13F filing for Q4 2023, filed 12 Feb 2024.