JP Morgan Chase
SAFE

JP Morgan Chase’s Safehold Inc. SAFE Stock Holding History

JP Morgan Chase’s Portfolio SAFE Stock Details SAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-74,094
Closed -$2.12M – 7577
2022
Q4 		$2.12M Buy
74,094
+18,223
+33% +$519K ﹤0.01% 3512
2022
Q3 		$1.48M Sell
55,871
-17,638
-24% -$687K ﹤0.01% 3720
2022
Q2 		$2.6M Buy
73,509
+10,307
+16% +$448K ﹤0.01% 3327
2022
Q1 		$3.5M Sell
63,202
-19,804
-24% -$1.23M ﹤0.01% 3303
2021
Q4 		$6.63M Buy
83,006
+4,332
+6% +$320K ﹤0.01% 2808
2021
Q3 		$5.66M Sell
78,674
-24,477
-24% -$2.08M ﹤0.01% 2932
2021
Q2 		$8.1M Sell
103,151
-20,276
-16% -$1.46M ﹤0.01% 2616
2021
Q1 		$8.65M Buy
123,427
+32,623
+36% +$2.46M ﹤0.01% 2492
2020
Q4 		$6.58M Buy
90,804
+56,263
+163% +$3.84M ﹤0.01% 2575
2020
Q3 		$2.15M Sell
34,541
-1,296
-4% -$70.2K ﹤0.01% 3172
2020
Q2 		$2.06M Sell
35,837
-39,460
-52% -$2.16M ﹤0.01% 3086
2020
Q1 		$4.76M Buy
75,297
+54,348
+259% +$2.74M ﹤0.01% 2303
2019
Q4 		$844K Sell
20,949
-110,325
-84% -$4.05M ﹤0.01% 3963
2019
Q3 		$4M Buy
131,274
+84,128
+178% +$2.56M ﹤0.01% 2878
2019
Q2 		$1.37M Buy
47,146
+23,157
+97% +$615K ﹤0.01% 3651
2019
Q1 		$523K Buy
23,989
+5,783
+32% +$108K ﹤0.01% 4188
2018
Q4 		$342K Buy
18,206
+8,279
+83% +$152K ﹤0.01% 4329
2018
Q3 		$186K Buy
9,927
+285
+3% +$5.07K ﹤0.01% 4720
2018
Q2 		$183K Sell
9,642
-99,813
-91% -$1.81M ﹤0.01% 4596
2018
Q1 		$1.75M Buy
109,455
+107,221
+4,800% +$1.84M ﹤0.01% 3346
2017
Q4 		$39K Buy
+2,234
New +$40.6K ﹤0.01% 4975

Other funds holding SAFE

LAMC
Lubert-Adler Management Company Philadelphia, Pennsylvania $49.3M AUM 17.46% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $22.1B AUM 45.54% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
RTC
Riverview Trust Company Vancouver, Washington $83.9M AUM 32.6% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase's SAFE Position: Q1 2023 in Review

JP Morgan Chase sold out of Safehold Inc. (SAFE) in Q1 2023, closing a stake of 74,094 shares — an estimated $2.12M sold.

JP Morgan Chase first reported a position in SAFE in Q4 2017 and held it in 21 quarters. The position peaked at $8.65M in Q1 2021. 11 funds tracked by Wall St. Rank hold SAFE as of Q1 2023.

  • JP Morgan Chase reported no remaining Safehold Inc. position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Chase sold 74,094 Safehold Inc. shares in Q1 2023, an estimated $2.12M.
  • JP Morgan Chase first reported a position in Safehold Inc. in Q4 2017 and held it in 21 quarters.
  • JP Morgan Chase's Safehold Inc. position peaked at $8.65M in Q1 2021.
  • 11 funds tracked by Wall St. Rank held Safehold Inc. as of Q1 2023.

Based on JP Morgan Chase's 13F filing for Q1 2023, filed 11 May 2023.