JP Morgan Chase
IGA

JP Morgan Chase’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

JP Morgan Chase’s Portfolio IGA Stock Details IGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,813
Closed -$31.6K – 7677
2023
Q3 		$31.6K Buy
+3,813
New +$32K ﹤0.01% 5947

Other funds holding IGA

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

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

JP Morgan Chase sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q4 2023, closing a stake of 3,813 shares — an estimated $31.6K sold.

JP Morgan Chase first reported a position in IGA in Q3 2023 and held it in 1 quarter. The position peaked at $31.6K in Q3 2023. 45 funds tracked by Wall St. Rank hold IGA as of Q4 2023.

  • JP Morgan Chase reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 3,813 Voya Global Advantage and Premium Opportunity Fund shares in Q4 2023, an estimated $31.6K.
  • JP Morgan Chase first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q3 2023 and held it in 1 quarter.
  • JP Morgan Chase's Voya Global Advantage and Premium Opportunity Fund position peaked at $31.6K in Q3 2023.
  • 45 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q4 2023.

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