JP Morgan Chase
DMB

JP Morgan Chase’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History

JP Morgan Chase’s Portfolio DMB Stock Details DMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,828
Closed -$125K – 7000
2023
Q1 		$125K Buy
10,828
+6,476
+149% +$71.4K ﹤0.01% 5327
2022
Q4 		$46K Buy
+4,352
New +$46.7K ﹤0.01% 5648

Other funds holding DMB

Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return

JP Morgan Chase's DMB Position: Q2 2023 in Review

JP Morgan Chase sold out of BNY Mellon Municipal Bond Infrastructure Fund (DMB) in Q2 2023, closing a stake of 10,828 shares — an estimated $125K sold.

JP Morgan Chase first reported a position in DMB in Q4 2022 and held it in 2 quarters. The position peaked at $125K in Q1 2023. 58 funds tracked by Wall St. Rank hold DMB as of Q2 2023.

  • JP Morgan Chase reported no remaining BNY Mellon Municipal Bond Infrastructure Fund position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Chase sold 10,828 BNY Mellon Municipal Bond Infrastructure Fund shares in Q2 2023, an estimated $125K.
  • JP Morgan Chase first reported a position in BNY Mellon Municipal Bond Infrastructure Fund in Q4 2022 and held it in 2 quarters.
  • JP Morgan Chase's BNY Mellon Municipal Bond Infrastructure Fund position peaked at $125K in Q1 2023.
  • 58 funds tracked by Wall St. Rank held BNY Mellon Municipal Bond Infrastructure Fund as of Q2 2023.

Based on JP Morgan Chase's 13F filing for Q2 2023, filed 11 Aug 2023.