JP Morgan Chase
ARDC

JP Morgan Chase’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

JP Morgan Chase’s Portfolio ARDC Stock Details ARDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-24,972
Closed -$343K – 7383
2023
Q4 		$343K Buy
+24,972
New +$318K ﹤0.01% 5025
2023
Q3 		– Sell
-3,905
Closed -$48.1K – 7446
2023
Q2 		$48.1K Sell
3,905
-12,815
-77% -$154K ﹤0.01% 5732
2023
Q1 		$200K Buy
+16,720
New +$205K ﹤0.01% 5066
2020
Q2 		– Sell
-3,218
Closed -$35K – 5351
2020
Q1 		$35K Buy
3,218
+48
+2% +$685 ﹤0.01% 4825
2019
Q4 		$49K Hold
3,170
– – ﹤0.01% 5130
2019
Q3 		$47K Hold
3,170
– – ﹤0.01% 5200
2019
Q2 		$48K Hold
3,170
– – ﹤0.01% 5180
2019
Q1 		$47K Hold
3,170
– – ﹤0.01% 5158
2018
Q4 		$44K Hold
3,170
– – ﹤0.01% 5122
2018
Q3 		$49K Hold
3,170
– – ﹤0.01% 5199
2018
Q2 		$51K Hold
3,170
– – ﹤0.01% 5071
2018
Q1 		$51K Buy
+3,170
New +$51.6K ﹤0.01% 4804

Other funds holding ARDC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

JP Morgan Chase sold out of Are Dynamic Credit Allocation Fund (ARDC) in Q1 2024, closing a stake of 24,972 shares — an estimated $343K sold.

JP Morgan Chase first reported a position in ARDC in Q1 2018 and held it in 12 quarters. The position peaked at $343K in Q4 2023. 48 funds tracked by Wall St. Rank hold ARDC as of Q1 2024.

  • JP Morgan Chase reported no remaining Are Dynamic Credit Allocation Fund position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 24,972 Are Dynamic Credit Allocation Fund shares in Q1 2024, an estimated $343K.
  • JP Morgan Chase first reported a position in Are Dynamic Credit Allocation Fund in Q1 2018 and held it in 12 quarters.
  • JP Morgan Chase's Are Dynamic Credit Allocation Fund position peaked at $343K in Q4 2023.
  • 48 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q1 2024.

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