JP Morgan Chase
HIE

JP Morgan Chase’s Miller/Howard High Income Equity Fund HIE Stock Holding History

JP Morgan Chase’s Portfolio HIE Stock Details HIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-671
Closed -$7.12K – 7983
2023
Q4 		$7.12K Buy
+671
New +$6.74K ﹤0.01% 6490

Other funds holding HIE

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase sold out of Miller/Howard High Income Equity Fund (HIE) in Q1 2024, closing a stake of 671 shares — an estimated $7.12K sold.

JP Morgan Chase first reported a position in HIE in Q4 2023 and held it in 1 quarter. The position peaked at $7.12K in Q4 2023. 38 funds tracked by Wall St. Rank hold HIE as of Q1 2024.

  • JP Morgan Chase reported no remaining Miller/Howard High Income Equity Fund position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 671 Miller/Howard High Income Equity Fund shares in Q1 2024, an estimated $7.12K.
  • JP Morgan Chase first reported a position in Miller/Howard High Income Equity Fund in Q4 2023 and held it in 1 quarter.
  • JP Morgan Chase's Miller/Howard High Income Equity Fund position peaked at $7.12K in Q4 2023.
  • 38 funds tracked by Wall St. Rank held Miller/Howard High Income Equity Fund as of Q1 2024.

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