JP Morgan Chase
FINS

JP Morgan Chase’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

JP Morgan Chase’s Portfolio FINS Stock Details FINS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,610
Closed -$31.1K – 7534
2023
Q4 		$31.1K Buy
+2,610
New +$31.4K ﹤0.01% 6146
2023
Q2 		– Sell
-53
Closed -$1K – 7043
2023
Q1 		$1K Sell
53
-113
-68% -$1.46K ﹤0.01% 6517
2022
Q4 		$2K Buy
+166
New +$2.15K ﹤0.01% 6304

Other funds holding FINS

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

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

JP Morgan Chase sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q1 2024, closing a stake of 2,610 shares — an estimated $31.1K sold.

JP Morgan Chase first reported a position in FINS in Q4 2022 and held it in 3 quarters. The position peaked at $31.1K in Q4 2023. 34 funds tracked by Wall St. Rank hold FINS as of Q1 2024.

  • JP Morgan Chase reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 2,610 Angel Oak Financial Strategies Income Term Trust shares in Q1 2024, an estimated $31.1K.
  • JP Morgan Chase first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2022 and held it in 3 quarters.
  • JP Morgan Chase's Angel Oak Financial Strategies Income Term Trust position peaked at $31.1K in Q4 2023.
  • 34 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q1 2024.

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