JMPWA
GAIN icon

JP Morgan Private Wealth Advisors’s Gladstone Investment Corp GAIN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio GAIN Stock Details GAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-16,650
Closed -$215K – 1968
2022
Q4 		$215K Buy
+16,650
New +$220K ﹤0.01% 1796

Other funds holding GAIN

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $129M AUM 25.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

JP Morgan Private Wealth Advisors's GAIN Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of Gladstone Investment Corp (GAIN) in Q1 2023, closing a stake of 16,650 shares — an estimated $215K sold.

JP Morgan Private Wealth Advisors first reported a position in GAIN in Q4 2022 and held it in 1 quarter. The position peaked at $215K in Q4 2022. 77 funds tracked by Wall St. Rank hold GAIN as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Gladstone Investment Corp position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 16,650 Gladstone Investment Corp shares in Q1 2023, an estimated $215K.
  • JP Morgan Private Wealth Advisors first reported a position in Gladstone Investment Corp in Q4 2022 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Gladstone Investment Corp position peaked at $215K in Q4 2022.
  • 77 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.