JP Morgan Chase
SFE

JP Morgan Chase’s Safeguard Scientifics, Inc. SFE Stock Holding History

JP Morgan Chase’s Portfolio SFE Stock Details SFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-21
Closed -$16 – 8096
2023
Q4 		$16 Buy
21
+5
+31% +$5 ﹤0.01% 7387
2023
Q3 		$16 Buy
+16
New +$21 ﹤0.01% 7224
2021
Q4 		– Sell
-187
Closed -$1K – 7070
2021
Q3 		$1K Sell
187
-21,856
-99% -$175K ﹤0.01% 6420
2021
Q2 		$170K Sell
22,043
-59,238
-73% -$404K ﹤0.01% 5316
2021
Q1 		$554K Sell
81,281
-1,349
-2% -$9.79K ﹤0.01% 4615
2020
Q4 		$527K Buy
82,630
+46,015
+126% +$287K ﹤0.01% 4336
2020
Q3 		$193K Sell
36,615
-2,501
-6% -$14.9K ﹤0.01% 4379
2020
Q2 		$273K Sell
39,116
-21,863
-36% -$138K ﹤0.01% 4123
2020
Q1 		$339K Buy
60,979
+4,019
+7% +$35.9K ﹤0.01% 4031
2019
Q4 		$625K Buy
56,960
+19,880
+54% +$227K ﹤0.01% 4123
2019
Q3 		$420K Buy
37,080
+31,726
+593% +$378K ﹤0.01% 4248
2019
Q2 		$65K Sell
5,354
-6,698
-56% -$78.4K ﹤0.01% 5081
2019
Q1 		$131K Buy
12,052
+6,525
+118% +$66.2K ﹤0.01% 4801
2018
Q4 		$47K Sell
5,527
-111,244
-95% -$970K ﹤0.01% 5108
2018
Q3 		$1.09M Buy
116,771
+62,998
+117% +$684K ﹤0.01% 3858
2018
Q2 		$688K Buy
53,773
+48,720
+964% +$629K ﹤0.01% 4015
2018
Q1 		$62K Sell
5,053
-292
-5% -$3.55K ﹤0.01% 4746
2017
Q4 		$60K Buy
5,345
+4,371
+449% +$56K ﹤0.01% 4837
2017
Q3 		$13K Sell
974
-1,933
-66% -$23.8K ﹤0.01% 4686
2017
Q2 		$35K Sell
2,907
-14,316
-83% -$169K ﹤0.01% 4421
2017
Q1 		$219K Sell
17,223
-17,933
-51% -$226K ﹤0.01% 4037
2016
Q4 		$472K Sell
35,156
-51,732
-60% -$638K ﹤0.01% 3802
2016
Q3 		$1.13M Sell
86,888
-664
-0.8% -$8.8K ﹤0.01% 3077
2016
Q2 		$1.09M Buy
87,552
+664
+0.8% +$8.91K ﹤0.01% 3131
2016
Q1 		$1.15M Buy
86,888
+10,000
+13% +$126K ﹤0.01% 3006
2015
Q4 		$1.11M Sell
76,888
-62
-0.1% -$1K ﹤0.01% 3073
2015
Q3 		$1.2M Sell
76,950
-885
-1% -$15.9K ﹤0.01% 3019
2015
Q2 		$1.51M Buy
77,835
+2,764
+4% +$50.7K ﹤0.01% 3068
2015
Q1 		$1.36M Hold
75,071
– – ﹤0.01% 3060
2014
Q4 		$1.49M Sell
75,071
-176
-0.2% -$3.39K ﹤0.01% 3133
2014
Q3 		$1.38M Hold
75,247
– – ﹤0.01% 3151
2014
Q2 		$1.56M Hold
75,247
– – ﹤0.01% 2662
2014
Q1 		$1.67M Sell
75,247
-2,540
-3% -$50.5K ﹤0.01% 2630
2013
Q4 		$1.56M Sell
77,787
-15,102
-16% -$267K ﹤0.01% 2908
2013
Q3 		$1.46M Buy
92,889
+9,032
+11% +$139K ﹤0.01% 3014
2013
Q2 		$1.35M Buy
+83,857
New +$1.33M ﹤0.01% 3074

Other funds holding SFE

CP
Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
FWM
FSA Wealth Management Needham, Massachusetts $273M AUM 16.98% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

JP Morgan Chase's SFE Position: Q1 2024 in Review

JP Morgan Chase sold out of Safeguard Scientifics, Inc. (SFE) in Q1 2024, closing a stake of 21 shares — an estimated $16 sold.

JP Morgan Chase first reported a position in SFE in Q2 2013 and held it in 36 quarters. The position peaked at $1.67M in Q1 2014. 4 funds tracked by Wall St. Rank hold SFE as of Q1 2024.

  • JP Morgan Chase reported no remaining Safeguard Scientifics, Inc. position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 21 Safeguard Scientifics, Inc. shares in Q1 2024, an estimated $16.
  • JP Morgan Chase first reported a position in Safeguard Scientifics, Inc. in Q2 2013 and held it in 36 quarters.
  • JP Morgan Chase's Safeguard Scientifics, Inc. position peaked at $1.67M in Q1 2014.
  • 4 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q1 2024.

Based on JP Morgan Chase's 13F filing for Q1 2024, filed 10 May 2024.