JP Morgan Chase
STK

JP Morgan Chase’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

JP Morgan Chase’s Portfolio STK Stock Details STK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,794
Closed -$76.1K – 7855
2023
Q3 		$76.1K Buy
+2,794
New +$82.4K ﹤0.01% 5640
2023
Q2 		– Sell
-172
Closed -$5K – 7310
2023
Q1 		$5K Buy
172
+166
+2,767% +$4.35K ﹤0.01% 6258
2022
Q4 		$0 Hold
6
– – ﹤0.01% 6980
2022
Q3 		$0 Buy
+6
New +$169 ﹤0.01% 6839

Other funds holding STK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase's STK Position: Q4 2023 in Review

JP Morgan Chase sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q4 2023, closing a stake of 2,794 shares — an estimated $76.1K sold.

JP Morgan Chase first reported a position in STK in Q3 2022 and held it in 4 quarters. The position peaked at $76.1K in Q3 2023. 54 funds tracked by Wall St. Rank hold STK as of Q4 2023.

  • JP Morgan Chase reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 2,794 Columbia Seligman Premium Technology Growth Fund shares in Q4 2023, an estimated $76.1K.
  • JP Morgan Chase first reported a position in Columbia Seligman Premium Technology Growth Fund in Q3 2022 and held it in 4 quarters.
  • JP Morgan Chase's Columbia Seligman Premium Technology Growth Fund position peaked at $76.1K in Q3 2023.
  • 54 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q4 2023.

Based on JP Morgan Chase's 13F filing for Q4 2023, filed 12 Feb 2024.