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 – 8126
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% 7496
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 $1.12B AUM 14.38% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $957M AUM 18.71% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $530M AUM 19.89% 1-Year Est. Return