JP Morgan Chase
DSM

JP Morgan Chase’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

JP Morgan Chase’s Portfolio DSM Stock Details DSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-81
Closed -$463 – 7499
2023
Q4 		$463 Sell
81
-2,962
-97% -$15.5K ﹤0.01% 6938
2023
Q3 		$15.1K Buy
+3,043
New +$16.7K ﹤0.01% 6145
2023
Q2 		– Sell
-5,915
Closed -$36K – 7008
2023
Q1 		$36K Sell
5,915
-6,599
-53% -$38.6K ﹤0.01% 5819
2022
Q4 		$72K Buy
12,514
+12,504
+125,040% +$70.7K ﹤0.01% 5479
2022
Q3 		$0 Buy
+10
New +$64 ﹤0.01% 6536

Other funds holding DSM

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

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

JP Morgan Chase sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q1 2024, closing a stake of 81 shares — an estimated $463 sold.

JP Morgan Chase first reported a position in DSM in Q3 2022 and held it in 5 quarters. The position peaked at $72K in Q4 2022. 92 funds tracked by Wall St. Rank hold DSM as of Q1 2024.

  • JP Morgan Chase reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 81 BNY Mellon Strategic Municipal Bond Fund shares in Q1 2024, an estimated $463.
  • JP Morgan Chase first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q3 2022 and held it in 5 quarters.
  • JP Morgan Chase's BNY Mellon Strategic Municipal Bond Fund position peaked at $72K in Q4 2022.
  • 92 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2024.

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