JP Morgan Chase
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JP Morgan Chase’s Star Holdings Shares of Beneficial Interest STHO Stock Holding History

JP Morgan Chase’s Portfolio STHO Stock Details STHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$767 Hold
104
– – ﹤0.01% 7151
2025
Q4 		$856 Sell
104
-627
-86% -$4.8K ﹤0.01% 7036
2025
Q3 		$6.02K Sell
731
-890
-55% -$7.23K ﹤0.01% 6742
2025
Q2 		$12.7K Sell
1,621
-18,355
-92% -$127K ﹤0.01% 6269
2025
Q1 		$170K Sell
19,976
-25,712
-56% -$224K ﹤0.01% 5315
2024
Q4 		$445K Buy
45,688
+23,075
+102% +$269K ﹤0.01% 5101
2024
Q3 		$313K Buy
22,613
+12,502
+124% +$162K ﹤0.01% 5184
2024
Q2 		$122K Sell
10,111
-6,589
-39% -$82.6K ﹤0.01% 5417
2024
Q1 		$216K Sell
16,700
-7,167
-30% -$89.6K ﹤0.01% 5311
2023
Q4 		$358K Buy
23,867
+6,768
+40% +$84.4K ﹤0.01% 5005
2023
Q3 		$214K Sell
17,099
-3,040
-15% -$42.3K ﹤0.01% 5032
2023
Q2 		$295K Sell
20,139
-43,497
-68% -$689K ﹤0.01% 4833
2023
Q1 		$1.11M Buy
+63,636
New +$1.24M ﹤0.01% 3969

Other funds holding STHO

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
FC
Foursixthree Capital New York $268M AUM 115.24% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return
RC
Rangeley Capital New Canaan, Connecticut $103M AUM 77.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return