JP Morgan Chase
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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

JP Morgan Chase sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q4 2023, closing a stake of 386 shares — an estimated $5.71K sold.

JP Morgan Chase first reported a position in GOF in Q3 2021 and held it in 4 quarters. The position peaked at $78K in Q1 2023. 137 funds tracked by Wall St. Rank hold GOF as of Q4 2023.

  • JP Morgan Chase reported no remaining Guggenheim Strategic Opportunities Fund position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 386 Guggenheim Strategic Opportunities Fund shares in Q4 2023, an estimated $5.71K.
  • JP Morgan Chase first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2021 and held it in 4 quarters.
  • JP Morgan Chase's Guggenheim Strategic Opportunities Fund position peaked at $78K in Q1 2023.
  • 137 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q4 2023.

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