JP Morgan Chase
IDE

JP Morgan Chase’s Voya Infrastructure, Industrials and Materials Fund IDE Stock Holding History

JP Morgan Chase’s Portfolio IDE Stock Details IDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,731
Closed -$17.6K – 7614
2023
Q4 		$17.6K Sell
1,731
-2,404
-58% -$22.7K ﹤0.01% 6278
2023
Q3 		$39K Buy
+4,135
New +$40.5K ﹤0.01% 5875
2023
Q2 		– Sell
-256
Closed -$2K – 7102
2023
Q1 		$2K Sell
256
-2,717
-91% -$26.4K ﹤0.01% 6421
2022
Q4 		$27K Buy
+2,973
New +$27.4K ﹤0.01% 5784

Other funds holding IDE

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

JP Morgan Chase sold out of Voya Infrastructure, Industrials and Materials Fund (IDE) in Q1 2024, closing a stake of 1,731 shares — an estimated $17.6K sold.

JP Morgan Chase first reported a position in IDE in Q4 2022 and held it in 4 quarters. The position peaked at $39K in Q3 2023. 50 funds tracked by Wall St. Rank hold IDE as of Q1 2024.

  • JP Morgan Chase reported no remaining Voya Infrastructure, Industrials and Materials Fund position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 1,731 Voya Infrastructure, Industrials and Materials Fund shares in Q1 2024, an estimated $17.6K.
  • JP Morgan Chase first reported a position in Voya Infrastructure, Industrials and Materials Fund in Q4 2022 and held it in 4 quarters.
  • JP Morgan Chase's Voya Infrastructure, Industrials and Materials Fund position peaked at $39K in Q3 2023.
  • 50 funds tracked by Wall St. Rank held Voya Infrastructure, Industrials and Materials Fund as of Q1 2024.

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