JP Morgan Chase
DBL

JP Morgan Chase’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

JP Morgan Chase’s Portfolio DBL Stock Details DBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,951
Closed -$43K – 7575
2023
Q3 		$43K Buy
+2,951
New +$42.5K ﹤0.01% 5852
2023
Q2 		– Sell
-448
Closed -$6K – 6983
2023
Q1 		$6K Buy
+448
New +$6.69K ﹤0.01% 6209

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return

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

JP Morgan Chase sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q4 2023, closing a stake of 2,951 shares — an estimated $43K sold.

JP Morgan Chase first reported a position in DBL in Q1 2023 and held it in 2 quarters. The position peaked at $43K in Q3 2023. 62 funds tracked by Wall St. Rank hold DBL as of Q4 2023.

  • JP Morgan Chase reported no remaining DoubleLine Opportunistic Credit Fund position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 2,951 DoubleLine Opportunistic Credit Fund shares in Q4 2023, an estimated $43K.
  • JP Morgan Chase first reported a position in DoubleLine Opportunistic Credit Fund in Q1 2023 and held it in 2 quarters.
  • JP Morgan Chase's DoubleLine Opportunistic Credit Fund position peaked at $43K in Q3 2023.
  • 62 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q4 2023.

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