JP Morgan Chase
ERC

JP Morgan Chase’s Allspring Multi-Sector Income Fund ERC Stock Holding History

JP Morgan Chase’s Portfolio ERC Stock Details ERC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,986
Closed -$27.9K – 7451
2024
Q1 		$27.9K Buy
+2,986
New +$28.1K ﹤0.01% 6135
2023
Q2 		– Sell
-17
Closed – – 7029
2023
Q1 		$0 Buy
+17
New +$166 ﹤0.01% 6835

Other funds holding ERC

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

JP Morgan Chase's ERC Position: Q2 2024 in Review

JP Morgan Chase sold out of Allspring Multi-Sector Income Fund (ERC) in Q2 2024, closing a stake of 2,986 shares — an estimated $27.9K sold.

JP Morgan Chase first reported a position in ERC in Q1 2023 and held it in 2 quarters. The position peaked at $27.9K in Q1 2024. 66 funds tracked by Wall St. Rank hold ERC as of Q2 2024.

  • JP Morgan Chase reported no remaining Allspring Multi-Sector Income Fund position as of Q2 2024 after selling out during the quarter.
  • JP Morgan Chase sold 2,986 Allspring Multi-Sector Income Fund shares in Q2 2024, an estimated $27.9K.
  • JP Morgan Chase first reported a position in Allspring Multi-Sector Income Fund in Q1 2023 and held it in 2 quarters.
  • JP Morgan Chase's Allspring Multi-Sector Income Fund position peaked at $27.9K in Q1 2024.
  • 66 funds tracked by Wall St. Rank held Allspring Multi-Sector Income Fund as of Q2 2024.

Based on JP Morgan Chase's 13F filing for Q2 2024, filed 12 Aug 2024.