JP Morgan Chase
SRC

JP Morgan Chase’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

JP Morgan Chase’s Portfolio SRC Stock Details SRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-41,100
Closed -$1.89M – 7091
2021
Q3 		$1.89M Sell
41,100
-10,000
-20% -$497K ﹤0.01% 3842
2021
Q2 		$2.44M Buy
51,100
+33,100
+184% +$1.55M ﹤0.01% 3650
2021
Q1 		$765K Buy
+18,000
New +$737K ﹤0.01% 4413

Other funds holding SRC

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return