JP Morgan Chase
GUT

JP Morgan Chase’s Gabelli Utility Trust GUT Stock Holding History

JP Morgan Chase’s Portfolio GUT Stock Details GUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-342
Closed -$1.8K – 7585
2023
Q4 		$1.8K Buy
+342
New +$1.92K ﹤0.01% 6734

Other funds holding GUT

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return

JP Morgan Chase's GUT Position: Q1 2024 in Review

JP Morgan Chase sold out of Gabelli Utility Trust (GUT) in Q1 2024, closing a stake of 342 shares — an estimated $1.8K sold.

JP Morgan Chase first reported a position in GUT in Q4 2023 and held it in 1 quarter. The position peaked at $1.8K in Q4 2023. 82 funds tracked by Wall St. Rank hold GUT as of Q1 2024.

  • JP Morgan Chase reported no remaining Gabelli Utility Trust position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 342 Gabelli Utility Trust shares in Q1 2024, an estimated $1.8K.
  • JP Morgan Chase first reported a position in Gabelli Utility Trust in Q4 2023 and held it in 1 quarter.
  • JP Morgan Chase's Gabelli Utility Trust position peaked at $1.8K in Q4 2023.
  • 82 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2024.

Based on JP Morgan Chase's 13F filing for Q1 2024, filed 10 May 2024.