JP Morgan Chase
EDF

JP Morgan Chase’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

JP Morgan Chase’s Portfolio EDF Stock Details EDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1
Closed -$5 – 7477
2024
Q2 		$5 Buy
+1
New +$5 ﹤0.01% 7244
2020
Q1 		– Sell
-1
Closed – – 5387
2019
Q4 		$0 Hold
1
– – ﹤0.01% 5661
2019
Q3 		$0 Buy
+1
New +$14 ﹤0.01% 5770

Other funds holding EDF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase's EDF Position: Q3 2024 in Review

JP Morgan Chase sold out of Virtus Stone Harbor Emerging Markets Income Fund (EDF) in Q3 2024, closing a stake of 1 share — an estimated $5 sold.

JP Morgan Chase first reported a position in EDF in Q3 2019 and held it in 3 quarters. The position peaked at $5 in Q2 2024. 31 funds tracked by Wall St. Rank hold EDF as of Q3 2024.

  • JP Morgan Chase reported no remaining Virtus Stone Harbor Emerging Markets Income Fund position as of Q3 2024 after selling out during the quarter.
  • JP Morgan Chase sold 1 Virtus Stone Harbor Emerging Markets Income Fund share in Q3 2024, an estimated $5.
  • JP Morgan Chase first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q3 2019 and held it in 3 quarters.
  • JP Morgan Chase's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $5 in Q2 2024.
  • 31 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q3 2024.

Based on JP Morgan Chase's 13F filing for Q3 2024, filed 8 Nov 2024.