JP Morgan Chase
CMU

JP Morgan Chase’s MFS High Yield Municipal Trust CMU Stock Holding History

JP Morgan Chase’s Portfolio CMU Stock Details CMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-16,443
Closed -$51.5K – 7567
2023
Q3 		$51.5K Buy
16,443
+12,592
+327% +$41.1K ﹤0.01% 5800
2023
Q2 		$12.4K Buy
3,851
+3,796
+6,902% +$12.1K ﹤0.01% 6016
2023
Q1 		$0 Buy
+55
New +$177 ﹤0.01% 6751

Other funds holding CMU

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

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

JP Morgan Chase sold out of MFS High Yield Municipal Trust (CMU) in Q4 2023, closing a stake of 16,443 shares — an estimated $51.5K sold.

JP Morgan Chase first reported a position in CMU in Q1 2023 and held it in 3 quarters. The position peaked at $51.5K in Q3 2023. 51 funds tracked by Wall St. Rank hold CMU as of Q4 2023.

  • JP Morgan Chase reported no remaining MFS High Yield Municipal Trust position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 16,443 MFS High Yield Municipal Trust shares in Q4 2023, an estimated $51.5K.
  • JP Morgan Chase first reported a position in MFS High Yield Municipal Trust in Q1 2023 and held it in 3 quarters.
  • JP Morgan Chase's MFS High Yield Municipal Trust position peaked at $51.5K in Q3 2023.
  • 51 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q4 2023.

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