JP Morgan Chase
AIF

JP Morgan Chase’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

JP Morgan Chase’s Portfolio AIF Stock Details AIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-16,144
Closed -$225K – 8008
2023
Q4 		$225K Sell
16,144
-2,765
-15% -$36.3K ﹤0.01% 5328
2023
Q3 		$253K Buy
18,909
+14,124
+295% +$184K ﹤0.01% 4919
2023
Q2 		$60.7K Buy
4,785
+2,404
+101% +$29.6K ﹤0.01% 5667
2023
Q1 		$29K Buy
+2,381
New +$29.9K ﹤0.01% 5882
2021
Q1 		– Sell
-3,500
Closed -$51K – 6432
2020
Q4 		$51K Hold
3,500
– – ﹤0.01% 5149
2020
Q3 		$45K Buy
3,500
+200
+6% +$2.52K ﹤0.01% 4972
2020
Q2 		$41K Sell
3,300
-497
-13% -$5.9K ﹤0.01% 4891
2020
Q1 		$43K Sell
3,797
-7,349
-66% -$105K ﹤0.01% 4774
2019
Q4 		$168K Buy
11,146
+271
+2% +$4.01K ﹤0.01% 4742
2019
Q3 		$164K Sell
10,875
-26
-0.2% -$387 ﹤0.01% 4717
2019
Q2 		$161K Buy
10,901
+484
+5% +$7.15K ﹤0.01% 4749
2019
Q1 		$153K Buy
10,417
+328
+3% +$4.76K ﹤0.01% 4732
2018
Q4 		$139K Buy
10,089
+6,589
+188% +$97.4K ﹤0.01% 4724
2018
Q3 		$54K Hold
3,500
– – ﹤0.01% 5174
2018
Q2 		$55K Sell
3,500
-2,000
-36% -$31.5K ﹤0.01% 5047
2018
Q1 		$86K Sell
5,500
-5,500
-50% -$86.1K ﹤0.01% 4641
2017
Q4 		$173K Sell
11,000
-5,000
-31% -$79.6K ﹤0.01% 4473
2017
Q3 		$259K Sell
16,000
-4,000
-20% -$65.1K ﹤0.01% 4033
2017
Q2 		$325K Buy
20,000
+16,000
+400% +$263K ﹤0.01% 3866
2017
Q1 		$66K Sell
4,000
-15
-0.4% -$240 ﹤0.01% 4455
2016
Q4 		$62K Buy
4,015
+15
+0.4% +$228 ﹤0.01% 4506
2016
Q3 		$62K Hold
4,000
– – ﹤0.01% 3985
2016
Q2 		$58K Hold
4,000
– – ﹤0.01% 4015
2016
Q1 		$54K Sell
4,000
-2,000
-33% -$26.4K ﹤0.01% 3881
2015
Q4 		$83K Buy
+6,000
New +$86.2K ﹤0.01% 3817
2015
Q2 		– Sell
-11,304
Closed -$185K – 4222
2015
Q1 		$185K Buy
+11,304
New +$185K ﹤0.01% 3844

Other funds holding AIF

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

JP Morgan Chase's AIF Position: Q1 2024 in Review

JP Morgan Chase sold out of Apollo Tactical Income Fund Inc. (AIF) in Q1 2024, closing a stake of 16,144 shares — an estimated $225K sold.

JP Morgan Chase first reported a position in AIF in Q1 2015 and held it in 26 quarters. The position peaked at $325K in Q2 2017. 45 funds tracked by Wall St. Rank hold AIF as of Q1 2024.

  • JP Morgan Chase reported no remaining Apollo Tactical Income Fund Inc. position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 16,144 Apollo Tactical Income Fund Inc. shares in Q1 2024, an estimated $225K.
  • JP Morgan Chase first reported a position in Apollo Tactical Income Fund Inc. in Q1 2015 and held it in 26 quarters.
  • JP Morgan Chase's Apollo Tactical Income Fund Inc. position peaked at $325K in Q2 2017.
  • 45 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q1 2024.

Based on JP Morgan Chase's 13F filing for Q1 2024, filed 10 May 2024.