JP Morgan Chase
IIF icon

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

Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.3B AUM 39.4% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
City of London Investment Management
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Bulldog Investors
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Letko, Brosseau & Associates
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $34B AUM 40.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
1607 Capital Partners
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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.