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 – 7069
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 $11.5B AUM 18.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

JP Morgan Chase sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 901,230 shares — an estimated $39.4M sold.

JP Morgan Chase first reported a position in SRC in Q2 2013 and held it in 43 quarters. The position peaked at $316M in Q3 2016. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • JP Morgan Chase reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 901,230 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $39.4M.
  • JP Morgan Chase first reported a position in SPIRIT REALTY CAPITAL, INC. in Q2 2013 and held it in 43 quarters.
  • JP Morgan Chase's SPIRIT REALTY CAPITAL, INC. position peaked at $316M in Q3 2016.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

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