JP Morgan Chase’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

JP Morgan Chase’s Portfolio EMD Stock Details EMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,193	Closed	-$9.9K	–	7605
2023 Q3	$9.9K	Buy	+1,193	New	+$10.5K	﹤0.01%	6260
2023 Q2	–	Sell	-664	Closed	-$6K	–	7019
2023 Q1	$6K	Buy	+664	New	+$6.05K	﹤0.01%	6210
2019 Q3	–	Sell	-436	Closed	-$6K	–	5773
2019 Q2	$6K	Buy	+436	New	+$6.05K	﹤0.01%	5615
2017 Q4	–	Sell	-11,000	Closed	-$172K	–	5460
2017 Q3	$172K	Hold	11,000	–	–	﹤0.01%	4144
2017 Q2	$171K	Hold	11,000	–	–	﹤0.01%	4033
2017 Q1	$171K	Hold	11,000	–	–	﹤0.01%	4136
2016 Q4	$162K	Hold	11,000	–	–	﹤0.01%	4247
2016 Q3	$179K	Buy	+11,000	New	+$178K	﹤0.01%	3725

Other funds holding EMD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

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

JP Morgan Chase sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q4 2023, closing a stake of 1,193 shares — an estimated $9.9K sold.

JP Morgan Chase first reported a position in EMD in Q3 2016 and held it in 8 quarters. The position peaked at $179K in Q3 2016. 93 funds tracked by Wall St. Rank hold EMD as of Q4 2023.

JP Morgan Chase reported no remaining Western Asset Emerging Markets Debt Fund position as of Q4 2023 after selling out during the quarter.
JP Morgan Chase sold 1,193 Western Asset Emerging Markets Debt Fund shares in Q4 2023, an estimated $9.9K.
JP Morgan Chase first reported a position in Western Asset Emerging Markets Debt Fund in Q3 2016 and held it in 8 quarters.
JP Morgan Chase's Western Asset Emerging Markets Debt Fund position peaked at $179K in Q3 2016.
93 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q4 2023.

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