JP Morgan Chase
NAPA

JP Morgan Chase’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

JP Morgan Chase’s Portfolio NAPA Stock Details NAPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-51,554
Closed -$300K – 7840
2024
Q3 		$300K Buy
51,554
+1,792
+4% +$11.8K ﹤0.01% 5201
2024
Q2 		$353K Sell
49,762
-132,985
-73% -$1.07M ﹤0.01% 4860
2024
Q1 		$1.7M Buy
182,747
+50,455
+38% +$462K ﹤0.01% 3970
2023
Q4 		$1.3M Buy
132,292
+52,916
+67% +$534K ﹤0.01% 4156
2023
Q3 		$814K Sell
79,376
-51,345
-39% -$635K ﹤0.01% 4196
2023
Q2 		$1.7M Buy
130,721
+27,631
+27% +$392K ﹤0.01% 3660
2023
Q1 		$1.64M Buy
103,090
+26,202
+34% +$412K ﹤0.01% 3677
2022
Q4 		$1.27M Sell
76,888
-135,948
-64% -$2.09M ﹤0.01% 3887
2022
Q3 		$3.07M Buy
212,836
+162,715
+325% +$2.91M ﹤0.01% 3137
2022
Q2 		$1.05M Buy
50,121
+11,610
+30% +$228K ﹤0.01% 4037
2022
Q1 		$700K Buy
38,511
+9,252
+32% +$181K ﹤0.01% 4490
2021
Q4 		$682K Buy
29,259
+17,092
+140% +$356K ﹤0.01% 4644
2021
Q3 		$278K Sell
12,167
-8,413
-41% -$183K ﹤0.01% 5058
2021
Q2 		$453K Buy
20,580
+20,275
+6,648% +$395K ﹤0.01% 4756
2021
Q1 		$5K Buy
+305
New +$5.49K ﹤0.01% 5871

Other funds holding NAPA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

JP Morgan Chase sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 51,554 shares — an estimated $300K sold.

JP Morgan Chase first reported a position in NAPA in Q1 2021 and held it in 15 quarters. The position peaked at $3.07M in Q3 2022. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

  • JP Morgan Chase reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
  • JP Morgan Chase sold 51,554 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $300K.
  • JP Morgan Chase first reported a position in The Duckhorn Portfolio, Inc. in Q1 2021 and held it in 15 quarters.
  • JP Morgan Chase's The Duckhorn Portfolio, Inc. position peaked at $3.07M in Q3 2022.
  • 1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

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