JP Morgan Chase
XFIN

JP Morgan Chase’s ExcelFin Acquisition Corp Class A Common Stock XFIN Stock Holding History

JP Morgan Chase’s Portfolio XFIN Stock Details XFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-100,000
Closed -$1.06M – 7962
2023
Q3 		$1.06M Buy
+100,000
New +$1.05M ﹤0.01% 4023
2022
Q4 		– Sell
-80,000
Closed -$802K – 7108
2022
Q3 		$802K Buy
+80,000
New +$798K ﹤0.01% 4162

Other funds holding XFIN

MSU
Mizuho Securities USA New York $4.24B AUM 22.54% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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

JP Morgan Chase sold out of ExcelFin Acquisition Corp Class A Common Stock (XFIN) in Q4 2023, closing a stake of 100,000 shares — an estimated $1.06M sold.

JP Morgan Chase first reported a position in XFIN in Q3 2022 and held it in 2 quarters. The position peaked at $1.06M in Q3 2023. 12 funds tracked by Wall St. Rank hold XFIN as of Q4 2023.

  • JP Morgan Chase reported no remaining ExcelFin Acquisition Corp Class A Common Stock position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 100,000 ExcelFin Acquisition Corp Class A Common Stock shares in Q4 2023, an estimated $1.06M.
  • JP Morgan Chase first reported a position in ExcelFin Acquisition Corp Class A Common Stock in Q3 2022 and held it in 2 quarters.
  • JP Morgan Chase's ExcelFin Acquisition Corp Class A Common Stock position peaked at $1.06M in Q3 2023.
  • 12 funds tracked by Wall St. Rank held ExcelFin Acquisition Corp Class A Common Stock as of Q4 2023.

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