JP Morgan Chase
GLU

JP Morgan Chase’s Gabelli Utility & Income Trust GLU Stock Holding History

JP Morgan Chase’s Portfolio GLU Stock Details GLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-797
Closed -$10.8K – 7654
2023
Q3 		$10.8K Buy
+797
New +$11.3K ﹤0.01% 6239

Other funds holding GLU

GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

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

JP Morgan Chase sold out of Gabelli Utility & Income Trust (GLU) in Q4 2023, closing a stake of 797 shares — an estimated $10.8K sold.

JP Morgan Chase first reported a position in GLU in Q3 2023 and held it in 1 quarter. The position peaked at $10.8K in Q3 2023. 21 funds tracked by Wall St. Rank hold GLU as of Q4 2023.

  • JP Morgan Chase reported no remaining Gabelli Utility & Income Trust position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 797 Gabelli Utility & Income Trust shares in Q4 2023, an estimated $10.8K.
  • JP Morgan Chase first reported a position in Gabelli Utility & Income Trust in Q3 2023 and held it in 1 quarter.
  • JP Morgan Chase's Gabelli Utility & Income Trust position peaked at $10.8K in Q3 2023.
  • 21 funds tracked by Wall St. Rank held Gabelli Utility & Income Trust as of Q4 2023.

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