JP Morgan Chase
GGZ

JP Morgan Chase’s Gabelli Global Small and Mid-Cap Value Trust GGZ Stock Holding History

JP Morgan Chase’s Portfolio GGZ Stock Details GGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-15
Closed -$180 – 7516
2024
Q1 		$180 Sell
15
-2,361
-99% -$27.4K ﹤0.01% 6819
2023
Q4 		$27.9K Buy
+2,376
New +$25.1K ﹤0.01% 6173
2023
Q3 		– Sell
-165
Closed -$1.98K – 7554
2023
Q2 		$1.98K Buy
+165
New +$1.89K ﹤0.01% 6336

Other funds holding GGZ

AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

JP Morgan Chase's GGZ Position: Q2 2024 in Review

JP Morgan Chase sold out of Gabelli Global Small and Mid-Cap Value Trust (GGZ) in Q2 2024, closing a stake of 15 shares — an estimated $180 sold.

JP Morgan Chase first reported a position in GGZ in Q2 2023 and held it in 3 quarters. The position peaked at $27.9K in Q4 2023. 40 funds tracked by Wall St. Rank hold GGZ as of Q2 2024.

  • JP Morgan Chase reported no remaining Gabelli Global Small and Mid-Cap Value Trust position as of Q2 2024 after selling out during the quarter.
  • JP Morgan Chase sold 15 Gabelli Global Small and Mid-Cap Value Trust shares in Q2 2024, an estimated $180.
  • JP Morgan Chase first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q2 2023 and held it in 3 quarters.
  • JP Morgan Chase's Gabelli Global Small and Mid-Cap Value Trust position peaked at $27.9K in Q4 2023.
  • 40 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q2 2024.

Based on JP Morgan Chase's 13F filing for Q2 2024, filed 12 Aug 2024.