JP Morgan Chase
DMF

JP Morgan Chase’s BNY Mellon Municipal Income DMF Stock Holding History

JP Morgan Chase’s Portfolio DMF Stock Details DMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6,242
Closed -$35.4K – 7585
2023
Q3 		$35.4K Buy
+6,242
New +$38.5K ﹤0.01% 5912
2023
Q2 		– Sell
-3,888
Closed -$25K – 7001
2023
Q1 		$25K Buy
+3,888
New +$24.9K ﹤0.01% 5924

Other funds holding DMF

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

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

JP Morgan Chase sold out of BNY Mellon Municipal Income (DMF) in Q4 2023, closing a stake of 6,242 shares — an estimated $35.4K sold.

JP Morgan Chase first reported a position in DMF in Q1 2023 and held it in 2 quarters. The position peaked at $35.4K in Q3 2023. 50 funds tracked by Wall St. Rank hold DMF as of Q4 2023.

  • JP Morgan Chase reported no remaining BNY Mellon Municipal Income position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 6,242 BNY Mellon Municipal Income shares in Q4 2023, an estimated $35.4K.
  • JP Morgan Chase first reported a position in BNY Mellon Municipal Income in Q1 2023 and held it in 2 quarters.
  • JP Morgan Chase's BNY Mellon Municipal Income position peaked at $35.4K in Q3 2023.
  • 50 funds tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q4 2023.

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