JP Morgan Chase
MHF

JP Morgan Chase’s Western Asset Municipal High Income Fund MHF Stock Holding History

JP Morgan Chase’s Portfolio MHF Stock Details MHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,387
Closed -$20.6K – 7731
2023
Q3 		$20.6K Buy
3,387
+2,141
+172% +$13.6K ﹤0.01% 6062
2023
Q2 		$8.16K Sell
1,246
-4,364
-78% -$28.2K ﹤0.01% 6094
2023
Q1 		$37K Buy
5,610
+2,636
+89% +$17.3K ﹤0.01% 5814
2022
Q4 		$19K Buy
+2,974
New +$19K ﹤0.01% 5903

Other funds holding MHF

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

JP Morgan Chase sold out of Western Asset Municipal High Income Fund (MHF) in Q4 2023, closing a stake of 3,387 shares — an estimated $20.6K sold.

JP Morgan Chase first reported a position in MHF in Q4 2022 and held it in 4 quarters. The position peaked at $37K in Q1 2023. 53 funds tracked by Wall St. Rank hold MHF as of Q4 2023.

  • JP Morgan Chase reported no remaining Western Asset Municipal High Income Fund position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 3,387 Western Asset Municipal High Income Fund shares in Q4 2023, an estimated $20.6K.
  • JP Morgan Chase first reported a position in Western Asset Municipal High Income Fund in Q4 2022 and held it in 4 quarters.
  • JP Morgan Chase's Western Asset Municipal High Income Fund position peaked at $37K in Q1 2023.
  • 53 funds tracked by Wall St. Rank held Western Asset Municipal High Income Fund as of Q4 2023.

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