JP Morgan Chase
SFT

JP Morgan Chase’s Shift Technologies, Inc. Class A Common Stock SFT Stock Holding History

JP Morgan Chase’s Portfolio SFT Stock Details SFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-36
Closed -$58 – 8101
2023
Q3 		$58 Hold
36
– – ﹤0.01% 6979
2023
Q2 		$78 Hold
36
– – ﹤0.01% 6714
2023
Q1 		$0 Sell
36
-64,783
-100% -$132K ﹤0.01% 7477
2022
Q4 		$96K Sell
64,819
-48,493
-43% -$184K ﹤0.01% 5365
2022
Q3 		$793K Sell
113,312
-16,267
-13% -$156K ﹤0.01% 4172
2022
Q2 		$872K Sell
129,579
-14,139
-10% -$174K ﹤0.01% 4197
2022
Q1 		$3.16M Buy
143,718
+85,408
+146% +$1.89M ﹤0.01% 3388
2021
Q4 		$1.99M Buy
58,310
+55,991
+2,414% +$3.07M ﹤0.01% 3864
2021
Q3 		$161K Sell
2,319
-64
-3% -$5.13K ﹤0.01% 5344
2021
Q2 		$204K Sell
2,383
-3,359
-58% -$269K ﹤0.01% 5240
2021
Q1 		$478K Buy
+5,742
New +$506K ﹤0.01% 4710

Other funds holding SFT

SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

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

JP Morgan Chase sold out of Shift Technologies, Inc. Class A Common Stock (SFT) in Q4 2023, closing a stake of 36 shares — an estimated $58 sold.

JP Morgan Chase first reported a position in SFT in Q1 2021 and held it in 11 quarters. The position peaked at $3.16M in Q1 2022. 7 funds tracked by Wall St. Rank hold SFT as of Q4 2023.

  • JP Morgan Chase reported no remaining Shift Technologies, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 36 Shift Technologies, Inc. Class A Common Stock shares in Q4 2023, an estimated $58.
  • JP Morgan Chase first reported a position in Shift Technologies, Inc. Class A Common Stock in Q1 2021 and held it in 11 quarters.
  • JP Morgan Chase's Shift Technologies, Inc. Class A Common Stock position peaked at $3.16M in Q1 2022.
  • 7 funds tracked by Wall St. Rank held Shift Technologies, Inc. Class A Common Stock as of Q4 2023.

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