JP Morgan Chase
KSM

JP Morgan Chase’s DWS Strategic Municipal Income Trust KSM Stock Holding History

JP Morgan Chase’s Portfolio KSM Stock Details KSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,390
Closed -$10.5K – 7976
2023
Q3 		$10.5K Buy
1,390
+1,256
+937% +$10.3K ﹤0.01% 6248
2023
Q2 		$1.14K Sell
134
-426
-76% -$3.56K ﹤0.01% 6443
2023
Q1 		$5K Buy
+560
New +$4.75K ﹤0.01% 6262

Other funds holding KSM

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

JP Morgan Chase sold out of DWS Strategic Municipal Income Trust (KSM) in Q4 2023, closing a stake of 1,390 shares — an estimated $10.5K sold.

JP Morgan Chase first reported a position in KSM in Q1 2023 and held it in 3 quarters. The position peaked at $10.5K in Q3 2023. 37 funds tracked by Wall St. Rank hold KSM as of Q4 2023.

  • JP Morgan Chase reported no remaining DWS Strategic Municipal Income Trust position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 1,390 DWS Strategic Municipal Income Trust shares in Q4 2023, an estimated $10.5K.
  • JP Morgan Chase first reported a position in DWS Strategic Municipal Income Trust in Q1 2023 and held it in 3 quarters.
  • JP Morgan Chase's DWS Strategic Municipal Income Trust position peaked at $10.5K in Q3 2023.
  • 37 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q4 2023.

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