JP Morgan Chase
LEO

JP Morgan Chase’s BNY Mellon Strategic Municipals LEO Stock Holding History

JP Morgan Chase’s Portfolio LEO Stock Details LEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,220
Closed -$8K – 7153
2023
Q1 		$8K Sell
1,220
-5,564
-82% -$35.1K ﹤0.01% 6167
2022
Q4 		$41K Buy
+6,784
New +$41.5K ﹤0.01% 5689
2020
Q1 		– Sell
-1
Closed – – 5529
2019
Q4 		$0 Buy
+1
New +$9 ﹤0.01% 5764
2018
Q1 		– Sell
-3,000
Closed -$26K – 5516
2017
Q4 		$26K Hold
3,000
– – ﹤0.01% 5099
2017
Q3 		$26K Hold
3,000
– – ﹤0.01% 4601
2017
Q2 		$27K Hold
3,000
– – ﹤0.01% 4477
2017
Q1 		$26K Hold
3,000
– – ﹤0.01% 4673
2016
Q4 		$25K Hold
3,000
– – ﹤0.01% 4668
2016
Q3 		$28K Hold
3,000
– – ﹤0.01% 4137
2016
Q2 		$29K Hold
3,000
– – ﹤0.01% 4160
2016
Q1 		$27K Hold
3,000
– – ﹤0.01% 4027
2015
Q4 		$26K Buy
+3,000
New +$25K ﹤0.01% 4036

Other funds holding LEO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase's LEO Position: Q2 2023 in Review

JP Morgan Chase sold out of BNY Mellon Strategic Municipals (LEO) in Q2 2023, closing a stake of 1,220 shares — an estimated $8K sold.

JP Morgan Chase first reported a position in LEO in Q4 2015 and held it in 12 quarters. The position peaked at $41K in Q4 2022. 77 funds tracked by Wall St. Rank hold LEO as of Q2 2023.

  • JP Morgan Chase reported no remaining BNY Mellon Strategic Municipals position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Chase sold 1,220 BNY Mellon Strategic Municipals shares in Q2 2023, an estimated $8K.
  • JP Morgan Chase first reported a position in BNY Mellon Strategic Municipals in Q4 2015 and held it in 12 quarters.
  • JP Morgan Chase's BNY Mellon Strategic Municipals position peaked at $41K in Q4 2022.
  • 77 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2023.

Based on JP Morgan Chase's 13F filing for Q2 2023, filed 11 Aug 2023.