JP Morgan Chase
CXH

JP Morgan Chase’s MFS Investment Grade Municipal Trust CXH Stock Holding History

JP Morgan Chase’s Portfolio CXH Stock Details CXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,217
Closed -$15.7K – 7574
2023
Q3 		$15.7K Buy
2,217
+2,078
+1,495% +$15.4K ﹤0.01% 6133
2023
Q2 		$1.02K Sell
139
-2,303
-94% -$16.8K ﹤0.01% 6451
2023
Q1 		$18K Buy
+2,442
New +$17.9K ﹤0.01% 5994

Other funds holding CXH

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
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

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

JP Morgan Chase sold out of MFS Investment Grade Municipal Trust (CXH) in Q4 2023, closing a stake of 2,217 shares — an estimated $15.7K sold.

JP Morgan Chase first reported a position in CXH in Q1 2023 and held it in 3 quarters. The position peaked at $18K in Q1 2023. 38 funds tracked by Wall St. Rank hold CXH as of Q4 2023.

  • JP Morgan Chase reported no remaining MFS Investment Grade Municipal Trust position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 2,217 MFS Investment Grade Municipal Trust shares in Q4 2023, an estimated $15.7K.
  • JP Morgan Chase first reported a position in MFS Investment Grade Municipal Trust in Q1 2023 and held it in 3 quarters.
  • JP Morgan Chase's MFS Investment Grade Municipal Trust position peaked at $18K in Q1 2023.
  • 38 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q4 2023.

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