JP Morgan Chase
CIK

JP Morgan Chase’s UBS Asset Management Income Fund, Inc. CIK Stock Holding History

JP Morgan Chase’s Portfolio CIK Stock Details CIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-34,872
Closed -$109K – 7462
2023
Q4 		$109K Buy
+34,872
New +$95.8K ﹤0.01% 5697
2023
Q3 		– Sell
-30,544
Closed -$89.8K – 7495
2023
Q2 		$89.8K Buy
+30,544
New +$84.3K ﹤0.01% 5513

Other funds holding CIK

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
ICM
IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

JP Morgan Chase sold out of UBS Asset Management Income Fund, Inc. (CIK) in Q1 2024, closing a stake of 34,872 shares — an estimated $109K sold.

JP Morgan Chase first reported a position in CIK in Q2 2023 and held it in 2 quarters. The position peaked at $109K in Q4 2023. 42 funds tracked by Wall St. Rank hold CIK as of Q1 2024.

  • JP Morgan Chase reported no remaining UBS Asset Management Income Fund, Inc. position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 34,872 UBS Asset Management Income Fund, Inc. shares in Q1 2024, an estimated $109K.
  • JP Morgan Chase first reported a position in UBS Asset Management Income Fund, Inc. in Q2 2023 and held it in 2 quarters.
  • JP Morgan Chase's UBS Asset Management Income Fund, Inc. position peaked at $109K in Q4 2023.
  • 42 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q1 2024.

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