JP Morgan Chase
SVVC

JP Morgan Chase’s Firsthand Technology Value Fund, Inc. Common Stock SVVC Stock Holding History

JP Morgan Chase’s Portfolio SVVC Stock Details SVVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-2,966
Closed -$39K – 6087
2019
Q1 		$39K Buy
2,966
+2,939
+10,885% +$39.2K ﹤0.01% 5216
2018
Q4 		$0 Buy
+27
New +$361 ﹤0.01% 6004
2014
Q2 		– Sell
-40,600
Closed -$867K – 3646
2014
Q1 		$867K Buy
40,600
+5,264
+15% +$123K ﹤0.01% 2908
2013
Q4 		$819K Sell
35,336
-2,472
-7% -$57.6K ﹤0.01% 3242
2013
Q3 		$925K Buy
+37,808
New +$840K ﹤0.01% 3316

Other funds holding SVVC

BCA
Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

JP Morgan Chase's SVVC Position: Q2 2019 in Review

JP Morgan Chase sold out of Firsthand Technology Value Fund, Inc. Common Stock (SVVC) in Q2 2019, closing a stake of 2,966 shares — an estimated $39K sold.

JP Morgan Chase first reported a position in SVVC in Q3 2013 and held it in 5 quarters. The position peaked at $925K in Q3 2013. 30 funds tracked by Wall St. Rank hold SVVC as of Q2 2019.

  • JP Morgan Chase reported no remaining Firsthand Technology Value Fund, Inc. Common Stock position as of Q2 2019 after selling out during the quarter.
  • JP Morgan Chase sold 2,966 Firsthand Technology Value Fund, Inc. Common Stock shares in Q2 2019, an estimated $39K.
  • JP Morgan Chase first reported a position in Firsthand Technology Value Fund, Inc. Common Stock in Q3 2013 and held it in 5 quarters.
  • JP Morgan Chase's Firsthand Technology Value Fund, Inc. Common Stock position peaked at $925K in Q3 2013.
  • 30 funds tracked by Wall St. Rank held Firsthand Technology Value Fund, Inc. Common Stock as of Q2 2019.

Based on JP Morgan Chase's 13F filing for Q2 2019, filed 7 Aug 2019.