JP Morgan Chase
PHIO icon

JP Morgan Chase’s Phio Pharmaceuticals PHIO Stock Holding History

JP Morgan Chase’s Portfolio PHIO Stock Details PHIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Hold
0
– -$6 – 7783
2023
Q3 		– Hold
0
– – – 7345
2023
Q2 		– Hold
0
– – – 6814
2023
Q1 		– Hold
0
– – – 7109
2022
Q4 		– Sell
-8
Closed -$410 – 6887
2022
Q3 		$0 Hold
8
– – ﹤0.01% 6760
2022
Q2 		$1K Sell
8
-6
-43% -$564 ﹤0.01% 6373
2022
Q1 		$1K Buy
14
+11
+367% +$1.05K ﹤0.01% 6491
2021
Q4 		$0 Sell
3
-4
-57% -$636 ﹤0.01% 6881
2021
Q3 		$2K Sell
7
-29
-81% -$6.06K ﹤0.01% 6339
2021
Q2 		$9K Sell
36
-13
-27% -$3.2K ﹤0.01% 6049
2021
Q1 		$14K Buy
49
+47
+2,350% +$15.6K ﹤0.01% 5757
2020
Q4 		$1K Hold
2
– – ﹤0.01% 5558
2020
Q3 		$0 Hold
2
– – ﹤0.01% 5695
2020
Q2 		$0 Sell
2
-199
-99% -$47.7K ﹤0.01% 5612
2020
Q1 		$38K Buy
+201
New +$124K ﹤0.01% 4802
2019
Q3 		– Hold
0
– – – 5901
2019
Q2 		– Hold
0
– – – 5943
2019
Q1 		– Hold
0
– – – 5968
2018
Q4 		– Hold
0
– – – 5870

Other funds holding PHIO

SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

JP Morgan Chase held its Phio Pharmaceuticals (PHIO) position steady in Q4 2023 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #7783.

JP Morgan Chase first reported a position in PHIO in Q1 2020 and has held it in 11 quarters since. The position peaked at $38K in Q1 2020. 13 funds tracked by Wall St. Rank hold PHIO as of Q4 2023.

  • JP Morgan Chase held 0 shares of Phio Pharmaceuticals worth $0 as of Q4 2023.
  • JP Morgan Chase left its Phio Pharmaceuticals share count unchanged in Q4 2023.
  • Phio Pharmaceuticals made up ﹤0.01% of JP Morgan Chase's portfolio in Q4 2023, its #7783 holding.
  • JP Morgan Chase first reported a position in Phio Pharmaceuticals in Q1 2020 and has held it in 11 quarters since.
  • JP Morgan Chase's Phio Pharmaceuticals position peaked at $38K in Q1 2020.
  • 13 funds tracked by Wall St. Rank held Phio Pharmaceuticals as of Q4 2023.

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