JP Morgan Chase
DMO

JP Morgan Chase’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

JP Morgan Chase’s Portfolio DMO Stock Details DMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,627
Closed -$29.3K – 7496
2023
Q4 		$29.3K Buy
2,627
+2,532
+2,665% +$27.1K ﹤0.01% 6161
2023
Q3 		$1.02K Buy
95
+16
+20% +$174 ﹤0.01% 6641
2023
Q2 		$836 Sell
79
-659
-89% -$6.9K ﹤0.01% 6480
2023
Q1 		$8K Buy
+738
New +$8.1K ﹤0.01% 6156

Other funds holding DMO

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

JP Morgan Chase's DMO Position: Q1 2024 in Review

JP Morgan Chase sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q1 2024, closing a stake of 2,627 shares — an estimated $29.3K sold.

JP Morgan Chase first reported a position in DMO in Q1 2023 and held it in 4 quarters. The position peaked at $29.3K in Q4 2023. 47 funds tracked by Wall St. Rank hold DMO as of Q1 2024.

  • JP Morgan Chase reported no remaining Western Asset Mortgage Opportunity Fund position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 2,627 Western Asset Mortgage Opportunity Fund shares in Q1 2024, an estimated $29.3K.
  • JP Morgan Chase first reported a position in Western Asset Mortgage Opportunity Fund in Q1 2023 and held it in 4 quarters.
  • JP Morgan Chase's Western Asset Mortgage Opportunity Fund position peaked at $29.3K in Q4 2023.
  • 47 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q1 2024.

Based on JP Morgan Chase's 13F filing for Q1 2024, filed 10 May 2024.