JP Morgan Chase
GURU icon

JP Morgan Chase’s Global X Guru Index ETF GURU Stock Holding History

JP Morgan Chase’s Portfolio GURU Stock Details GURU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,007
Closed -$48.2K – 7524
2024
Q3 		$48.2K Buy
1,007
+1,000
+14,286% +$44.9K ﹤0.01% 6005
2024
Q2 		$302 Sell
7
-5
-42% -$213 ﹤0.01% 6735
2024
Q1 		$522 Hold
12
– – ﹤0.01% 6711
2023
Q4 		$485 Hold
12
– – ﹤0.01% 6932
2023
Q3 		$435 Hold
12
– – ﹤0.01% 6745
2023
Q2 		$446 Hold
12
– – ﹤0.01% 6555
2023
Q1 		$422 Hold
12
– – ﹤0.01% 6605
2022
Q4 		$0 Buy
+12
New +$406 ﹤0.01% 6733
2021
Q4 		– Sell
-11,015
Closed -$536K – 6767
2021
Q3 		$536K Buy
+11,015
New +$542K ﹤0.01% 4675
2015
Q1 		– Sell
-11,727
Closed -$307K – 4145
2014
Q4 		$307K Buy
11,727
+235
+2% +$6.1K ﹤0.01% 3861
2014
Q3 		$302K Buy
11,492
+221
+2% +$5.83K ﹤0.01% 3854
2014
Q2 		$298K Buy
11,271
+680
+6% +$17.1K ﹤0.01% 3274
2014
Q1 		$262K Buy
10,591
+961
+10% +$23.9K ﹤0.01% 3334
2013
Q4 		$247K Buy
+9,630
New +$233K ﹤0.01% 3751

Other funds holding GURU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

JP Morgan Chase's GURU Position: Q4 2024 in Review

JP Morgan Chase sold out of Global X Guru Index ETF (GURU) in Q4 2024, closing a stake of 1,007 shares — an estimated $48.2K sold.

JP Morgan Chase first reported a position in GURU in Q4 2013 and held it in 14 quarters. The position peaked at $536K in Q3 2021. 9 funds tracked by Wall St. Rank hold GURU as of Q4 2024.

  • JP Morgan Chase reported no remaining Global X Guru Index ETF position as of Q4 2024 after selling out during the quarter.
  • JP Morgan Chase sold 1,007 Global X Guru Index ETF shares in Q4 2024, an estimated $48.2K.
  • JP Morgan Chase first reported a position in Global X Guru Index ETF in Q4 2013 and held it in 14 quarters.
  • JP Morgan Chase's Global X Guru Index ETF position peaked at $536K in Q3 2021.
  • 9 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q4 2024.

Based on JP Morgan Chase's 13F filing for Q4 2024, filed 12 Feb 2025.