JP Morgan Chase
GDL

JP Morgan Chase’s GDL Fund GDL Stock Holding History

JP Morgan Chase’s Portfolio GDL Stock Details GDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,044
Closed -$16.4K – 7565
2023
Q4 		$16.4K Buy
+2,044
New +$16K ﹤0.01% 6296

Other funds holding GDL

GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

JP Morgan Chase's GDL Position: Q1 2024 in Review

JP Morgan Chase sold out of GDL Fund (GDL) in Q1 2024, closing a stake of 2,044 shares — an estimated $16.4K sold.

JP Morgan Chase first reported a position in GDL in Q4 2023 and held it in 1 quarter. The position peaked at $16.4K in Q4 2023. 27 funds tracked by Wall St. Rank hold GDL as of Q1 2024.

  • JP Morgan Chase reported no remaining GDL Fund position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 2,044 GDL Fund shares in Q1 2024, an estimated $16.4K.
  • JP Morgan Chase first reported a position in GDL Fund in Q4 2023 and held it in 1 quarter.
  • JP Morgan Chase's GDL Fund position peaked at $16.4K in Q4 2023.
  • 27 funds tracked by Wall St. Rank held GDL Fund as of Q1 2024.

Based on JP Morgan Chase's 13F filing for Q1 2024, filed 10 May 2024.