JP Morgan Chase
FPL

JP Morgan Chase’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

JP Morgan Chase’s Portfolio FPL Stock Details FPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-84
Closed -$526 – 7979
2023
Q3 		$526 Buy
+84
New +$528 ﹤0.01% 6718

Other funds holding FPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

JP Morgan Chase sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q4 2023, closing a stake of 84 shares — an estimated $526 sold.

JP Morgan Chase first reported a position in FPL in Q3 2023 and held it in 1 quarter. The position peaked at $526 in Q3 2023. 62 funds tracked by Wall St. Rank hold FPL as of Q4 2023.

  • JP Morgan Chase reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 84 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q4 2023, an estimated $526.
  • JP Morgan Chase first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q3 2023 and held it in 1 quarter.
  • JP Morgan Chase's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $526 in Q3 2023.
  • 62 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q4 2023.

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