JP Morgan Chase
FAM

JP Morgan Chase’s First Trust/abrdn Global Opportunity Income Fund FAM Stock Holding History

JP Morgan Chase’s Portfolio FAM Stock Details FAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,152
Closed -$13.5K – 7993
2023
Q4 		$13.5K Buy
2,152
+1,671
+347% +$9.69K ﹤0.01% 6334
2023
Q3 		$2.74K Sell
481
-2,383
-83% -$14.4K ﹤0.01% 6490
2023
Q2 		$17.8K Buy
2,864
+379
+15% +$2.25K ﹤0.01% 5942
2023
Q1 		$15K Buy
+2,485
New +$14.8K ﹤0.01% 6043

Other funds holding FAM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Chase's FAM Position: Q1 2024 in Review

JP Morgan Chase sold out of First Trust/abrdn Global Opportunity Income Fund (FAM) in Q1 2024, closing a stake of 2,152 shares — an estimated $13.5K sold.

JP Morgan Chase first reported a position in FAM in Q1 2023 and held it in 4 quarters. The position peaked at $17.8K in Q2 2023. 38 funds tracked by Wall St. Rank hold FAM as of Q1 2024.

  • JP Morgan Chase reported no remaining First Trust/abrdn Global Opportunity Income Fund position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 2,152 First Trust/abrdn Global Opportunity Income Fund shares in Q1 2024, an estimated $13.5K.
  • JP Morgan Chase first reported a position in First Trust/abrdn Global Opportunity Income Fund in Q1 2023 and held it in 4 quarters.
  • JP Morgan Chase's First Trust/abrdn Global Opportunity Income Fund position peaked at $17.8K in Q2 2023.
  • 38 funds tracked by Wall St. Rank held First Trust/abrdn Global Opportunity Income Fund as of Q1 2024.

Based on JP Morgan Chase's 13F filing for Q1 2024, filed 10 May 2024.