JP Morgan Chase
CBH

JP Morgan Chase’s Virtus Convertible & Income 2024 Target Term Fund CBH Stock Holding History

JP Morgan Chase’s Portfolio CBH Stock Details CBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-663
Closed -$5.82K – 7964
2023
Q3 		$5.82K Buy
+663
New +$5.77K ﹤0.01% 6353

Other funds holding CBH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

JP Morgan Chase's CBH Position: Q4 2023 in Review

JP Morgan Chase sold out of Virtus Convertible & Income 2024 Target Term Fund (CBH) in Q4 2023, closing a stake of 663 shares — an estimated $5.82K sold.

JP Morgan Chase first reported a position in CBH in Q3 2023 and held it in 1 quarter. The position peaked at $5.82K in Q3 2023. 35 funds tracked by Wall St. Rank hold CBH as of Q4 2023.

  • JP Morgan Chase reported no remaining Virtus Convertible & Income 2024 Target Term Fund position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 663 Virtus Convertible & Income 2024 Target Term Fund shares in Q4 2023, an estimated $5.82K.
  • JP Morgan Chase first reported a position in Virtus Convertible & Income 2024 Target Term Fund in Q3 2023 and held it in 1 quarter.
  • JP Morgan Chase's Virtus Convertible & Income 2024 Target Term Fund position peaked at $5.82K in Q3 2023.
  • 35 funds tracked by Wall St. Rank held Virtus Convertible & Income 2024 Target Term Fund as of Q4 2023.

Based on JP Morgan Chase's 13F filing for Q4 2023, filed 12 Feb 2024.