JP Morgan Chase
AOD

JP Morgan Chase’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

JP Morgan Chase’s Portfolio AOD Stock Details AOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-57
Closed -$491 – 7260
2024
Q4 		$480 Hold
57
– – ﹤0.01% 6807
2024
Q3 		$520 Hold
57
– – ﹤0.01% 6799
2024
Q2 		$479 Hold
57
– – ﹤0.01% 6690
2024
Q1 		$473 Sell
57
-32
-36% -$258 ﹤0.01% 6725
2023
Q4 		$717 Sell
89
-28,115
-100% -$215K ﹤0.01% 6883
2023
Q3 		$213K Buy
28,204
+12,218
+76% +$98.3K ﹤0.01% 5036
2023
Q2 		$132K Sell
15,986
-5,201
-25% -$42.3K ﹤0.01% 5324
2023
Q1 		$171K Buy
21,187
+7,961
+60% +$64.7K ﹤0.01% 5147
2022
Q4 		$103K Buy
+13,226
New +$102K ﹤0.01% 5344
2016
Q2 		– Sell
-3,000
Closed -$23K – 4754
2016
Q1 		$23K Buy
+3,000
New +$21.3K ﹤0.01% 4060

Other funds holding AOD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

JP Morgan Chase's AOD Position: Q1 2025 in Review

JP Morgan Chase sold out of abrdn Total Dynamic Dividend Fund (AOD) in Q1 2025, closing a stake of 57 shares — an estimated $491 sold.

JP Morgan Chase first reported a position in AOD in Q1 2016 and held it in 10 quarters. The position peaked at $213K in Q3 2023. 146 funds tracked by Wall St. Rank hold AOD as of Q1 2025.

  • JP Morgan Chase reported no remaining abrdn Total Dynamic Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • JP Morgan Chase sold 57 abrdn Total Dynamic Dividend Fund shares in Q1 2025, an estimated $491.
  • JP Morgan Chase first reported a position in abrdn Total Dynamic Dividend Fund in Q1 2016 and held it in 10 quarters.
  • JP Morgan Chase's abrdn Total Dynamic Dividend Fund position peaked at $213K in Q3 2023.
  • 146 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q1 2025.

Based on JP Morgan Chase's 13F filing for Q1 2025, filed 12 May 2025.