JP Morgan Chase
GWGH

JP Morgan Chase’s GWG Holdings, Inc GWGH Stock Holding History

JP Morgan Chase’s Portfolio GWGH Stock Details GWGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1
Closed – – 7219
2022
Q1 		$0 Sell
1
-531
-100% -$2.83K ﹤0.01% 7275
2021
Q4 		$5K Buy
532
+531
+53,100% +$4.94K ﹤0.01% 6436
2021
Q3 		$0 Hold
1
– – ﹤0.01% 7015
2021
Q2 		$0 Sell
1
-8,764
-100% -$59.5K ﹤0.01% 6770
2021
Q1 		$61K Sell
8,765
-242
-3% -$1.74K ﹤0.01% 5488
2020
Q4 		$63K Buy
9,007
+6,528
+263% +$51.6K ﹤0.01% 5106
2020
Q3 		$21K Sell
2,479
-230
-8% -$1.79K ﹤0.01% 5140
2020
Q2 		$21K Sell
2,709
-329
-11% -$2.74K ﹤0.01% 5034
2020
Q1 		$31K Buy
3,038
+769
+34% +$7.27K ﹤0.01% 4857
2019
Q4 		$22K Buy
2,269
+1,673
+281% +$16.5K ﹤0.01% 5309
2019
Q3 		$6K Buy
596
+96
+19% +$893 ﹤0.01% 5556
2019
Q2 		$3K Buy
500
+284
+131% +$3.3K ﹤0.01% 5675
2019
Q1 		$3K Buy
+216
New +$2.16K ﹤0.01% 5664

Other funds holding GWGH

MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

JP Morgan Chase's GWGH Position: Q2 2022 in Review

JP Morgan Chase sold out of GWG Holdings, Inc (GWGH) in Q2 2022, closing a stake of 1 share.

JP Morgan Chase first reported a position in GWGH in Q1 2019 and held it in 13 quarters. The position peaked at $63K in Q4 2020. 1 fund tracked by Wall St. Rank holds GWGH as of Q2 2022.

  • JP Morgan Chase reported no remaining GWG Holdings, Inc position as of Q2 2022 after selling out during the quarter.
  • JP Morgan Chase sold 1 GWG Holdings, Inc share in Q2 2022.
  • JP Morgan Chase first reported a position in GWG Holdings, Inc in Q1 2019 and held it in 13 quarters.
  • JP Morgan Chase's GWG Holdings, Inc position peaked at $63K in Q4 2020.
  • 1 fund tracked by Wall St. Rank held GWG Holdings, Inc as of Q2 2022.

Based on JP Morgan Chase's 13F filing for Q2 2022, filed 11 Aug 2022.