JP Morgan Chase
KF

JP Morgan Chase’s Korea Fund KF Stock Holding History

JP Morgan Chase’s Portfolio KF Stock Details KF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-936
Closed -$19.7K – 7703
2023
Q3 		$19.7K Buy
936
+854
+1,041% +$19.2K ﹤0.01% 6070
2023
Q2 		$1.9K Buy
+82
New +$1.83K ﹤0.01% 6349
2013
Q3 		– Sell
-24,700
Closed -$851K – 4419
2013
Q2 		$851K Buy
+24,700
New +$918K ﹤0.01% 3350

Other funds holding KF

COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

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

JP Morgan Chase sold out of Korea Fund (KF) in Q4 2023, closing a stake of 936 shares — an estimated $19.7K sold.

JP Morgan Chase first reported a position in KF in Q2 2013 and held it in 3 quarters. The position peaked at $851K in Q2 2013. 24 funds tracked by Wall St. Rank hold KF as of Q4 2023.

  • JP Morgan Chase reported no remaining Korea Fund position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 936 Korea Fund shares in Q4 2023, an estimated $19.7K.
  • JP Morgan Chase first reported a position in Korea Fund in Q2 2013 and held it in 3 quarters.
  • JP Morgan Chase's Korea Fund position peaked at $851K in Q2 2013.
  • 24 funds tracked by Wall St. Rank held Korea Fund as of Q4 2023.

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