JP Morgan Chase
GLO

JP Morgan Chase’s Clough Global Opportunities Fund GLO Stock Holding History

JP Morgan Chase’s Portfolio GLO Stock Details GLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-22,906
Closed -$123K – 7508
2024
Q2 		$123K Sell
22,906
-1,800
-7% -$9.14K ﹤0.01% 5412
2024
Q1 		$126K Buy
24,706
+475
+2% +$2.32K ﹤0.01% 5569
2023
Q4 		$114K Sell
24,231
-3,204
-12% -$14.4K ﹤0.01% 5672
2023
Q3 		$122K Sell
27,435
-54,114
-66% -$262K ﹤0.01% 5358
2023
Q2 		$409K Sell
81,549
-21,988
-21% -$105K ﹤0.01% 4617
2023
Q1 		$506K Buy
103,537
+78,311
+310% +$386K ﹤0.01% 4493
2022
Q4 		$128K Buy
+25,226
New +$142K ﹤0.01% 5245

Other funds holding GLO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

JP Morgan Chase's GLO Position: Q3 2024 in Review

JP Morgan Chase sold out of Clough Global Opportunities Fund (GLO) in Q3 2024, closing a stake of 22,906 shares — an estimated $123K sold.

JP Morgan Chase first reported a position in GLO in Q4 2022 and held it in 7 quarters. The position peaked at $506K in Q1 2023. 62 funds tracked by Wall St. Rank hold GLO as of Q3 2024.

  • JP Morgan Chase reported no remaining Clough Global Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • JP Morgan Chase sold 22,906 Clough Global Opportunities Fund shares in Q3 2024, an estimated $123K.
  • JP Morgan Chase first reported a position in Clough Global Opportunities Fund in Q4 2022 and held it in 7 quarters.
  • JP Morgan Chase's Clough Global Opportunities Fund position peaked at $506K in Q1 2023.
  • 62 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q3 2024.

Based on JP Morgan Chase's 13F filing for Q3 2024, filed 8 Nov 2024.