JP Morgan Chase
FSD

JP Morgan Chase’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

JP Morgan Chase’s Portfolio FSD Stock Details FSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-426
Closed -$5.21K – 7821
2024
Q2 		$5.21K Buy
+426
New +$5.04K ﹤0.01% 6377
2024
Q1 		– Sell
-2,747
Closed -$33.2K – 8010
2023
Q4 		$33.2K Buy
2,747
+1,108
+68% +$12.2K ﹤0.01% 6129
2023
Q3 		$17.6K Sell
1,639
-4,313
-72% -$48.1K ﹤0.01% 6097
2023
Q2 		$68.1K Buy
5,952
+3,115
+110% +$35K ﹤0.01% 5631
2023
Q1 		$32K Buy
+2,837
New +$32.9K ﹤0.01% 5855
2018
Q3 		– Sell
-2
Closed – – 5876
2018
Q2 		$0 Buy
+2
New +$30 ﹤0.01% 5736

Other funds holding FSD

MFP
Meridian Financial Partners Warrenton, Virginia $263M AUM 22.02% 1-Year Est. Return

JP Morgan Chase's FSD Position: Q3 2024 in Review

JP Morgan Chase sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q3 2024, closing a stake of 426 shares — an estimated $5.21K sold.

JP Morgan Chase first reported a position in FSD in Q2 2018 and held it in 6 quarters. The position peaked at $68.1K in Q2 2023. 1 fund tracked by Wall St. Rank holds FSD as of Q3 2024.

  • JP Morgan Chase reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q3 2024 after selling out during the quarter.
  • JP Morgan Chase sold 426 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q3 2024, an estimated $5.21K.
  • JP Morgan Chase first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q2 2018 and held it in 6 quarters.
  • JP Morgan Chase's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $68.1K in Q2 2023.
  • 1 fund tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q3 2024.

Based on JP Morgan Chase's 13F filing for Q3 2024, filed 8 Nov 2024.