JP Morgan Chase’s Bloomia Holdings TULP Stock Holding History

JP Morgan Chase’s Portfolio TULP Stock Details TULP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1	Closed	-$5	–	7711
2023 Q3	$5	Buy	+1	New	+$7	﹤0.01%	7358
2018 Q2	–	Sell	-7	Closed	–	–	5614
2018 Q1	$0	Buy	+7	New	+$66	﹤0.01%	5513

Other funds holding TULP

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase sold out of Bloomia Holdings (TULP) in Q4 2023, closing a stake of 1 share — an estimated $5 sold.

JP Morgan Chase first reported a position in TULP in Q1 2018 and held it in 2 quarters. The position peaked at $5 in Q3 2023. 10 funds tracked by Wall St. Rank hold TULP as of Q4 2023.

JP Morgan Chase reported no remaining Bloomia Holdings position as of Q4 2023 after selling out during the quarter.
JP Morgan Chase sold 1 Bloomia Holdings share in Q4 2023, an estimated $5.
JP Morgan Chase first reported a position in Bloomia Holdings in Q1 2018 and held it in 2 quarters.
JP Morgan Chase's Bloomia Holdings position peaked at $5 in Q3 2023.
10 funds tracked by Wall St. Rank held Bloomia Holdings as of Q4 2023.

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