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
2021
Q4 		– Sell
-3,810
Closed -$264K – 7139
2021
Q3 		$264K Buy
+3,810
New +$305K ﹤0.01% 5088

Other funds holding SFT

SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 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 $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 $4.7B 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 $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.