JP Morgan Chase
FMY

JP Morgan Chase’s First Trust Mortgage Income Fund FMY Stock Holding History

JP Morgan Chase’s Portfolio FMY Stock Details FMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-33
Closed -$368 – 7629
2023
Q3 		$368 Buy
+33
New +$372 ﹤0.01% 6763

Other funds holding FMY

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

JP Morgan Chase sold out of First Trust Mortgage Income Fund (FMY) in Q4 2023, closing a stake of 33 shares — an estimated $368 sold.

JP Morgan Chase first reported a position in FMY in Q3 2023 and held it in 1 quarter. The position peaked at $368 in Q3 2023. 13 funds tracked by Wall St. Rank hold FMY as of Q4 2023.

  • JP Morgan Chase reported no remaining First Trust Mortgage Income Fund position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 33 First Trust Mortgage Income Fund shares in Q4 2023, an estimated $368.
  • JP Morgan Chase first reported a position in First Trust Mortgage Income Fund in Q3 2023 and held it in 1 quarter.
  • JP Morgan Chase's First Trust Mortgage Income Fund position peaked at $368 in Q3 2023.
  • 13 funds tracked by Wall St. Rank held First Trust Mortgage Income Fund as of Q4 2023.

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