JP Morgan Chase
CXE

JP Morgan Chase’s MFS High Income Municipal Trust CXE Stock Holding History

JP Morgan Chase’s Portfolio CXE Stock Details CXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-96
Closed -$344 – 7446
2025
Q2 		$344 Buy
+96
New +$340 ﹤0.01% 6736
2023
Q3 		– Sell
-1,985
Closed -$6.91K – 7501
2023
Q2 		$6.91K Buy
1,985
+1,794
+939% +$6.29K ﹤0.01% 6112
2023
Q1 		$1K Sell
191
-1,809
-90% -$6.49K ﹤0.01% 6510
2022
Q4 		$7K Buy
+2,000
New +$6.85K ﹤0.01% 6094

Other funds holding CXE

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

JP Morgan Chase's CXE Position: Q3 2025 in Review

JP Morgan Chase sold out of MFS High Income Municipal Trust (CXE) in Q3 2025, closing a stake of 96 shares — an estimated $344 sold.

JP Morgan Chase first reported a position in CXE in Q4 2022 and held it in 4 quarters. The position peaked at $7K in Q4 2022. 57 funds tracked by Wall St. Rank hold CXE as of Q3 2025.

  • JP Morgan Chase reported no remaining MFS High Income Municipal Trust position as of Q3 2025 after selling out during the quarter.
  • JP Morgan Chase sold 96 MFS High Income Municipal Trust shares in Q3 2025, an estimated $344.
  • JP Morgan Chase first reported a position in MFS High Income Municipal Trust in Q4 2022 and held it in 4 quarters.
  • JP Morgan Chase's MFS High Income Municipal Trust position peaked at $7K in Q4 2022.
  • 57 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q3 2025.

Based on JP Morgan Chase's 13F filing for Q3 2025, filed 7 Nov 2025.