JP Morgan Chase
HYB

JP Morgan Chase’s New America High Income Fund, Inc. HYB Stock Holding History

JP Morgan Chase’s Portfolio HYB Stock Details HYB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-81
Closed -$525 – 7948
2023
Q3 		$525 Buy
+81
New +$543 ﹤0.01% 6721
2023
Q2 		– Sell
-83
Closed -$1K – 7407
2023
Q1 		$1K Buy
+83
New +$565 ﹤0.01% 6567

Other funds holding HYB

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

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

JP Morgan Chase sold out of New America High Income Fund, Inc. (HYB) in Q4 2023, closing a stake of 81 shares — an estimated $525 sold.

JP Morgan Chase first reported a position in HYB in Q1 2023 and held it in 2 quarters. The position peaked at $1K in Q1 2023. 56 funds tracked by Wall St. Rank hold HYB as of Q4 2023.

  • JP Morgan Chase reported no remaining New America High Income Fund, Inc. position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 81 New America High Income Fund, Inc. shares in Q4 2023, an estimated $525.
  • JP Morgan Chase first reported a position in New America High Income Fund, Inc. in Q1 2023 and held it in 2 quarters.
  • JP Morgan Chase's New America High Income Fund, Inc. position peaked at $1K in Q1 2023.
  • 56 funds tracked by Wall St. Rank held New America High Income Fund, Inc. as of Q4 2023.

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