JP Morgan Chase
HNW

JP Morgan Chase’s Pioneer Diversified High Income Fund HNW Stock Holding History

JP Morgan Chase’s Portfolio HNW Stock Details HNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,441
Closed -$55.6K – 7670
2023
Q3 		$55.6K Buy
+5,441
New +$55.9K ﹤0.01% 5763

Other funds holding HNW

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JP Morgan Chase sold out of Pioneer Diversified High Income Fund (HNW) in Q4 2023, closing a stake of 5,441 shares — an estimated $55.6K sold.

JP Morgan Chase first reported a position in HNW in Q3 2023 and held it in 1 quarter. The position peaked at $55.6K in Q3 2023. 23 funds tracked by Wall St. Rank hold HNW as of Q4 2023.

  • JP Morgan Chase reported no remaining Pioneer Diversified High Income Fund position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 5,441 Pioneer Diversified High Income Fund shares in Q4 2023, an estimated $55.6K.
  • JP Morgan Chase first reported a position in Pioneer Diversified High Income Fund in Q3 2023 and held it in 1 quarter.
  • JP Morgan Chase's Pioneer Diversified High Income Fund position peaked at $55.6K in Q3 2023.
  • 23 funds tracked by Wall St. Rank held Pioneer Diversified High Income Fund as of Q4 2023.

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