JP Morgan Chase
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JP Morgan Chase’s Empire State Realty Series 60 OGCP Stock Holding History

JP Morgan Chase’s Portfolio OGCP Stock Details OGCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3,422
Closed -$35K – 6869
2021
Q3 		$35K Hold
3,422
– – ﹤0.01% 5928
2021
Q2 		$36K Sell
3,422
-3,600
-51% -$41.8K ﹤0.01% 5825
2021
Q1 		$78K Hold
7,022
– – ﹤0.01% 5439
2020
Q4 		$67K Buy
+7,022
New +$54.7K ﹤0.01% 5089
2016
Q4 		– Sell
-3,604
Closed -$76K – 5097
2016
Q3 		$76K Hold
3,604
– – ﹤0.01% 3933
2016
Q2 		$67K Hold
3,604
– – ﹤0.01% 3974
2016
Q1 		$63K Hold
3,604
– – ﹤0.01% 3848
2015
Q4 		$65K Buy
+3,604
New +$64K ﹤0.01% 3866

Other funds holding OGCP

Transform Wealth
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
YorkBridge Wealth Partners
YorkBridge Wealth Partners New York $394M AUM 15.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Ropes Wealth Advisors
Ropes Wealth Advisors Boston, Massachusetts $515M AUM 21.76% 1-Year Est. Return
Ridgecrest Wealth Partners
Ridgecrest Wealth Partners Mill Valley, California $216M AUM 24.75% 1-Year Est. Return

JP Morgan Chase's OGCP Position: Q4 2021 in Review

JP Morgan Chase sold out of Empire State Realty Series 60 (OGCP) in Q4 2021, closing a stake of 3,422 shares — an estimated $35K sold.

JP Morgan Chase first reported a position in OGCP in Q4 2015 and held it in 8 quarters. The position peaked at $78K in Q1 2021. 14 funds tracked by Wall St. Rank hold OGCP as of Q4 2021.

  • JP Morgan Chase reported no remaining Empire State Realty Series 60 position as of Q4 2021 after selling out during the quarter.
  • JP Morgan Chase sold 3,422 Empire State Realty Series 60 shares in Q4 2021, an estimated $35K.
  • JP Morgan Chase first reported a position in Empire State Realty Series 60 in Q4 2015 and held it in 8 quarters.
  • JP Morgan Chase's Empire State Realty Series 60 position peaked at $78K in Q1 2021.
  • 14 funds tracked by Wall St. Rank held Empire State Realty Series 60 as of Q4 2021.

Based on JP Morgan Chase's 13F filing for Q4 2021, filed 10 Feb 2022.