JP Morgan Chase’s Aberdeen Municipal Income Fund MFM Stock Holding History

JP Morgan Chase’s Portfolio MFM Stock Details MFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,708	Closed	-$14K	–	7692
2023 Q4	$14K	Buy	+2,708	New	+$13.1K	﹤0.01%	6330
2023 Q3	–	Sell	-13,879	Closed	-$70.8K	–	7622
2023 Q2	$70.8K	Sell	13,879 -10,470	-43%	-$53.6K	﹤0.01%	5617
2023 Q1	$130K	Buy	24,349 +23,788	+4,240%	+$123K	﹤0.01%	5312
2022 Q4	$3K	Buy	561 +286	+104%	+$1.42K	﹤0.01%	6253
2022 Q3	$1K	Buy	+275	New	+$1.52K	﹤0.01%	6344
2019 Q1	–	Sell	-971	Closed	-$6K	–	5934
2018 Q4	$6K	Buy	+971	New	+$6.11K	﹤0.01%	5517

Other funds holding MFM

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

JP Morgan Chase's MFM Position: Q1 2024 in Review

JP Morgan Chase sold out of Aberdeen Municipal Income Fund (MFM) in Q1 2024, closing a stake of 2,708 shares — an estimated $14K sold.

JP Morgan Chase first reported a position in MFM in Q4 2018 and held it in 6 quarters. The position peaked at $130K in Q1 2023. 80 funds tracked by Wall St. Rank hold MFM as of Q1 2024.

JP Morgan Chase reported no remaining Aberdeen Municipal Income Fund position as of Q1 2024 after selling out during the quarter.
JP Morgan Chase sold 2,708 Aberdeen Municipal Income Fund shares in Q1 2024, an estimated $14K.
JP Morgan Chase first reported a position in Aberdeen Municipal Income Fund in Q4 2018 and held it in 6 quarters.
JP Morgan Chase's Aberdeen Municipal Income Fund position peaked at $130K in Q1 2023.
80 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q1 2024.

Based on JP Morgan Chase's 13F filing for Q1 2024, filed 10 May 2024.