JP Morgan Chase’s Heliogen, Inc. HLGN Stock Holding History

JP Morgan Chase’s Portfolio HLGN Stock Details HLGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,153	Closed	-$4.36K	–	8063
2023 Q3	$4.36K	Buy	1,153 +58	+5%	+$422	﹤0.01%	6395
2023 Q2	$9.39K	Sell	1,095 -1,989	-64%	-$18.2K	﹤0.01%	6061
2023 Q1	$26K	Buy	3,084 +290	+10%	+$4.4K	﹤0.01%	5917
2022 Q4	$68K	Buy	2,794 +288	+11%	+$13K	﹤0.01%	5507
2022 Q3	$164K	Buy	2,506 +1,119	+81%	+$87.3K	﹤0.01%	5045
2022 Q2	$103K	Buy	1,387 +1,203	+654%	+$156K	﹤0.01%	5398
2022 Q1	$34K	Buy	+184	New	+$33.6K	﹤0.01%	5930

Other funds holding HLGN

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

CFG

CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

PWM

Partnership Wealth Management Towson, Maryland $148M AUM 31.4% 1-Year Est. Return

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

JP Morgan Chase sold out of Heliogen, Inc. (HLGN) in Q4 2023, closing a stake of 1,153 shares — an estimated $4.36K sold.

JP Morgan Chase first reported a position in HLGN in Q1 2022 and held it in 7 quarters. The position peaked at $164K in Q3 2022. 5 funds tracked by Wall St. Rank hold HLGN as of Q4 2023.

JP Morgan Chase reported no remaining Heliogen, Inc. position as of Q4 2023 after selling out during the quarter.
JP Morgan Chase sold 1,153 Heliogen, Inc. shares in Q4 2023, an estimated $4.36K.
JP Morgan Chase first reported a position in Heliogen, Inc. in Q1 2022 and held it in 7 quarters.
JP Morgan Chase's Heliogen, Inc. position peaked at $164K in Q3 2022.
5 funds tracked by Wall St. Rank held Heliogen, Inc. as of Q4 2023.

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