JP Morgan Chase
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JP Morgan Chase’s US Global Investors GROW Stock Holding History

JP Morgan Chase’s Portfolio GROW Stock Details GROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-26
Closed -$59 – 7310
2025
Q1 		$59 Hold
26
– – ﹤0.01% 6953
2024
Q4 		$63 Sell
26
-1
-4% -$2 ﹤0.01% 7086
2024
Q3 		$70 Sell
27
-1
-4% -$3 ﹤0.01% 7056
2024
Q2 		$73 Hold
28
– – ﹤0.01% 6953
2024
Q1 		$78 Buy
28
+8
+40% +$22 ﹤0.01% 6951
2023
Q4 		$56 Buy
20
+5
+33% +$14 ﹤0.01% 7189
2023
Q3 		$43 Buy
+15
New +$45 ﹤0.01% 7022

Other funds holding GROW

GCM
Gator Capital Management Tampa, Florida $489M AUM 54.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCA
SMH Capital Advisors Fort Worth, Texas $32.9M AUM 1.53% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

JP Morgan Chase's GROW Position: Q2 2025 in Review

JP Morgan Chase sold out of US Global Investors (GROW) in Q2 2025, closing a stake of 26 shares — an estimated $59 sold.

JP Morgan Chase first reported a position in GROW in Q3 2023 and held it in 7 quarters. The position peaked at $78 in Q1 2024. 31 funds tracked by Wall St. Rank hold GROW as of Q2 2025.

  • JP Morgan Chase reported no remaining US Global Investors position as of Q2 2025 after selling out during the quarter.
  • JP Morgan Chase sold 26 US Global Investors shares in Q2 2025, an estimated $59.
  • JP Morgan Chase first reported a position in US Global Investors in Q3 2023 and held it in 7 quarters.
  • JP Morgan Chase's US Global Investors position peaked at $78 in Q1 2024.
  • 31 funds tracked by Wall St. Rank held US Global Investors as of Q2 2025.

Based on JP Morgan Chase's 13F filing for Q2 2025, filed 12 Aug 2025.