JP Morgan Chase
MIN

JP Morgan Chase’s Aberdeen Intermediate Income Fund MIN Stock Holding History

JP Morgan Chase’s Portfolio MIN Stock Details MIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-68,341
Closed -$183K – 7697
2023
Q4 		$183K Buy
68,341
+63,750
+1,389% +$170K ﹤0.01% 5431
2023
Q3 		$12.3K Buy
4,591
+358
+8% +$975 ﹤0.01% 6206
2023
Q2 		$11.6K Sell
4,233
-5,980
-59% -$16.7K ﹤0.01% 6030
2023
Q1 		$28K Buy
10,213
+8,953
+711% +$25.3K ﹤0.01% 5886
2022
Q4 		$3K Buy
+1,260
New +$3.52K ﹤0.01% 6254
2018
Q2 		– Sell
-2,384
Closed -$9K – 5623
2018
Q1 		$9K Buy
+2,384
New +$9.5K ﹤0.01% 5182

Other funds holding MIN

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

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

JP Morgan Chase sold out of Aberdeen Intermediate Income Fund (MIN) in Q1 2024, closing a stake of 68,341 shares — an estimated $183K sold.

JP Morgan Chase first reported a position in MIN in Q1 2018 and held it in 6 quarters. The position peaked at $183K in Q4 2023. 99 funds tracked by Wall St. Rank hold MIN as of Q1 2024.

  • JP Morgan Chase reported no remaining Aberdeen Intermediate Income Fund position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 68,341 Aberdeen Intermediate Income Fund shares in Q1 2024, an estimated $183K.
  • JP Morgan Chase first reported a position in Aberdeen Intermediate Income Fund in Q1 2018 and held it in 6 quarters.
  • JP Morgan Chase's Aberdeen Intermediate Income Fund position peaked at $183K in Q4 2023.
  • 99 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2024.

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