JP Morgan Chase
MMD

JP Morgan Chase’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

JP Morgan Chase’s Portfolio MMD Stock Details MMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-97
Closed -$1.58K – 7702
2023
Q4 		$1.58K Buy
+97
New +$1.5K ﹤0.01% 6756
2021
Q1 		– Sell
-5,650
Closed -$123K – 6233
2020
Q4 		$123K Buy
+5,650
New +$120K ﹤0.01% 4954

Other funds holding MMD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

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

JP Morgan Chase sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q1 2024, closing a stake of 97 shares — an estimated $1.58K sold.

JP Morgan Chase first reported a position in MMD in Q4 2020 and held it in 2 quarters. The position peaked at $123K in Q4 2020. 74 funds tracked by Wall St. Rank hold MMD as of Q1 2024.

  • JP Morgan Chase reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 97 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q1 2024, an estimated $1.58K.
  • JP Morgan Chase first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q4 2020 and held it in 2 quarters.
  • JP Morgan Chase's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $123K in Q4 2020.
  • 74 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q1 2024.

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