JP Morgan Chase
EAD

JP Morgan Chase’s Allspring Income Opportunities Fund EAD Stock Holding History

JP Morgan Chase’s Portfolio EAD Stock Details EAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-16,369
Closed -$99.9K – 7599
2023
Q3 		$99.9K Sell
16,369
-8,941
-35% -$56.5K ﹤0.01% 5472
2023
Q2 		$163K Buy
+25,310
New +$160K ﹤0.01% 5195
2015
Q3 		– Sell
-23,000
Closed -$190K – 3951
2015
Q2 		$190K Hold
23,000
– – ﹤0.01% 3818
2015
Q1 		$202K Hold
23,000
– – ﹤0.01% 3821
2014
Q4 		$204K Hold
23,000
– – ﹤0.01% 4024
2014
Q3 		$208K Hold
23,000
– – ﹤0.01% 3987
2014
Q2 		$220K Hold
23,000
– – ﹤0.01% 3351
2014
Q1 		$217K Hold
23,000
– – ﹤0.01% 3395
2013
Q4 		$211K Buy
+23,000
New +$208K ﹤0.01% 3803
2013
Q3 		– Sell
-25,000
Closed -$237K – 4390
2013
Q2 		$237K Buy
+25,000
New +$249K ﹤0.01% 3927

Other funds holding EAD

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

JP Morgan Chase sold out of Allspring Income Opportunities Fund (EAD) in Q4 2023, closing a stake of 16,369 shares — an estimated $99.9K sold.

JP Morgan Chase first reported a position in EAD in Q2 2013 and held it in 10 quarters. The position peaked at $237K in Q2 2013. 80 funds tracked by Wall St. Rank hold EAD as of Q4 2023.

  • JP Morgan Chase reported no remaining Allspring Income Opportunities Fund position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 16,369 Allspring Income Opportunities Fund shares in Q4 2023, an estimated $99.9K.
  • JP Morgan Chase first reported a position in Allspring Income Opportunities Fund in Q2 2013 and held it in 10 quarters.
  • JP Morgan Chase's Allspring Income Opportunities Fund position peaked at $237K in Q2 2013.
  • 80 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q4 2023.

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