JP Morgan Chase’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

JP Morgan Chase’s Portfolio GOF Stock Details GOF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$119	Buy	+11	New	+$123	﹤0.01%	7530
2023 Q4	–	Sell	-386	Closed	-$5.71K	–	7657
2023 Q3	$5.71K	Sell	386 -1,435	-79%	-$22.7K	﹤0.01%	6358
2023 Q2	$29K	Sell	1,821 -3,001	-62%	-$47.9K	﹤0.01%	5840
2023 Q1	$78K	Buy	+4,822	New	+$79.6K	﹤0.01%	5534
2021 Q4	–	Sell	-2	Closed	–	–	6765
2021 Q3	$0	Buy	+2	New	+$43	﹤0.01%	6610

Other funds holding GOF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

EPG

Estate Planners Group Yardley, Pennsylvania $221M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VCP

Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KCP

Kera Capital Partners San Jose, California $1.04B AUM 52.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase's GOF Position: Q2 2026 in Review

JP Morgan Chase opened a new position in Guggenheim Strategic Opportunities Fund (GOF) in Q2 2026: 11 shares worth $119. The stake represents ﹤0.01% of the portfolio and ranks #7530 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in GOF as recently as Q3 2023.

JP Morgan Chase first reported a position in GOF in Q3 2021 and has held it in 5 quarters since. The position peaked at $78K in Q1 2023. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

JP Morgan Chase held 11 shares of Guggenheim Strategic Opportunities Fund worth $119 as of Q2 2026.
Guggenheim Strategic Opportunities Fund was a new JP Morgan Chase position in Q2 2026.
Guggenheim Strategic Opportunities Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #7530 holding.
JP Morgan Chase first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2021 and has held it in 5 quarters since.
JP Morgan Chase's Guggenheim Strategic Opportunities Fund position peaked at $78K in Q1 2023.
212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.