JP Morgan Chase
EMO

JP Morgan Chase’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

JP Morgan Chase’s Portfolio EMO Stock Details EMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$655K Sell
13,162
-15
-0.1% -$754 ﹤0.01% 4937
2026
Q1 		$702K Buy
13,177
+94
+0.7% +$4.67K ﹤0.01% 4801
2025
Q4 		$584K Buy
13,083
+1,060
+9% +$46.3K ﹤0.01% 4919
2025
Q3 		$540K Buy
12,023
+89
+0.7% +$4.19K ﹤0.01% 4978
2025
Q2 		$572K Buy
11,934
+990
+9% +$45.3K ﹤0.01% 4709
2025
Q1 		$543K Sell
10,944
-1,586
-13% -$77.7K ﹤0.01% 4710
2024
Q4 		$583K Sell
12,530
-175
-1% -$8K ﹤0.01% 4956
2024
Q3 		$536K Buy
12,705
+10,631
+513% +$431K ﹤0.01% 4853
2024
Q2 		$85.5K Sell
2,074
-6,924
-77% -$287K ﹤0.01% 5607
2024
Q1 		$365K Sell
8,998
-5,131
-36% -$188K ﹤0.01% 4996
2023
Q4 		$493K Buy
14,129
+5,455
+63% +$178K ﹤0.01% 4804
2023
Q3 		$275K Hold
8,674
– – ﹤0.01% 4851
2023
Q2 		$259K Hold
8,674
– – ﹤0.01% 4923
2023
Q1 		$245K Hold
8,674
– – ﹤0.01% 4941
2022
Q4 		$248K Hold
8,674
– – ﹤0.01% 4924
2022
Q3 		$217K Hold
8,674
– – ﹤0.01% 4909
2022
Q2 		$205K Hold
8,674
– – ﹤0.01% 5070
2022
Q1 		$245K Hold
8,674
– – ﹤0.01% 5086
2021
Q4 		$189K Buy
+8,674
New +$199K ﹤0.01% 5393
2015
Q4 		– Sell
-6,800
Closed -$490K – 4718
2015
Q3 		$490K Hold
6,800
– – ﹤0.01% 3420
2015
Q2 		$636K Hold
6,800
– – ﹤0.01% 3476
2015
Q1 		$713K Hold
6,800
– – ﹤0.01% 3382
2014
Q4 		$803K Hold
6,800
– – ﹤0.01% 3465
2014
Q3 		$830K Hold
6,800
– – ﹤0.01% 3433
2014
Q2 		$864K Hold
6,800
– – ﹤0.01% 2904
2014
Q1 		$765K Hold
6,800
– – ﹤0.01% 2964
2013
Q4 		$788K Hold
6,800
– – ﹤0.01% 3261
2013
Q3 		$768K Hold
6,800
– – ﹤0.01% 3416
2013
Q2 		$823K Buy
+6,800
New +$803K ﹤0.01% 3372

Other funds holding EMO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase's EMO Position: Q2 2026 in Review

JP Morgan Chase reduced its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 0.11% in Q2 2026, selling an estimated $754 and leaving 13,162 shares worth $655K. The position accounts for ﹤0.01% of the portfolio, ranked #4937.

JP Morgan Chase first reported a position in EMO in Q2 2013 and has held it in 29 quarters since. The position peaked at $864K in Q2 2014. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

  • JP Morgan Chase held 13,162 shares of ClearBridge Energy Midstream Opportunity Fund worth $655K as of Q2 2026.
  • JP Morgan Chase sold 15 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $754.
  • ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4937 holding.
  • JP Morgan Chase first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q2 2013 and has held it in 29 quarters since.
  • JP Morgan Chase's ClearBridge Energy Midstream Opportunity Fund position peaked at $864K in Q2 2014.
  • 117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.