JP Morgan Chase
IIF

JP Morgan Chase’s Morgan Stanley India Investment Fund IIF Stock Holding History

JP Morgan Chase’s Portfolio IIF Stock Details IIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-306
Closed -$8.19K – 7538
2024
Q2 		$8.19K Sell
306
-94
-24% -$2.26K ﹤0.01% 6295
2024
Q1 		$9.18K Buy
+400
New +$9.05K ﹤0.01% 6352
2019
Q2 		– Sell
-30
Closed -$1K – 5870
2019
Q1 		$1K Hold
30
– – ﹤0.01% 5689
2018
Q4 		$1K Buy
+30
New +$658 ﹤0.01% 5620
2014
Q1 		– Sell
-64,392
Closed -$1.13M – 3739
2013
Q4 		$1.13M Buy
+64,392
New +$1.08M ﹤0.01% 3091

Other funds holding IIF

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

JP Morgan Chase's IIF Position: Q3 2024 in Review

JP Morgan Chase sold out of Morgan Stanley India Investment Fund (IIF) in Q3 2024, closing a stake of 306 shares — an estimated $8.19K sold.

JP Morgan Chase first reported a position in IIF in Q4 2013 and held it in 5 quarters. The position peaked at $1.13M in Q4 2013. 53 funds tracked by Wall St. Rank hold IIF as of Q3 2024.

  • JP Morgan Chase reported no remaining Morgan Stanley India Investment Fund position as of Q3 2024 after selling out during the quarter.
  • JP Morgan Chase sold 306 Morgan Stanley India Investment Fund shares in Q3 2024, an estimated $8.19K.
  • JP Morgan Chase first reported a position in Morgan Stanley India Investment Fund in Q4 2013 and held it in 5 quarters.
  • JP Morgan Chase's Morgan Stanley India Investment Fund position peaked at $1.13M in Q4 2013.
  • 53 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q3 2024.

Based on JP Morgan Chase's 13F filing for Q3 2024, filed 8 Nov 2024.