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Guggenheim Active Alloc shares owned by Jpmorgan Chase & Co

Quarter-by-quarter ownership of Guggenheim Active Alloc (GUG) shares owned by Jpmorgan Chase & Co from 13F filings

Historical chart of Jpmorgan Chase & Co investment in Guggenheim Active Alloc

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All positions including Guggenheim Active Alloc held by Jpmorgan Chase & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Guggenheim Active Alloc by Jpmorgan Chase & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $34k 2.2k 15.60
2025-03-31 $8.3k 550 15.07
2024-12-31 $65k 4.4k 14.87
2024-09-30 $63k 3.8k 16.55

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Top funds holding Guggenheim Active Alloc

Morgan Stanley
Guggenheim Capital, LLC Managers
Pathstone Holdings
Advisors Asset Management
Cohen & Steers Capital Management
Baird Financial
Raymond James Financial
Royal Bank of Canada
Wells Fargo & Company
Berson & Corrado Investment Advisors
Kovitz Investment Group Partners
Steward Partners Investment Advisory
Kestra Advisory Services
Oppenheimer & Co
Invesco

View all funds holding Guggenheim Active Alloc