JP Morgan Chase
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JP Morgan Chase’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

JP Morgan Chase’s Portfolio NAC Stock Details NAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,535
Closed -$27.9K – 7621
2024
Q1 		$27.9K Sell
2,535
-21,313
-89% -$235K ﹤0.01% 6133
2023
Q4 		$264K Buy
23,848
+22,354
+1,496% +$228K ﹤0.01% 5200
2023
Q3 		$14.4K Sell
1,494
-10,708
-88% -$112K ﹤0.01% 6159
2023
Q2 		$133K Buy
12,202
+11,946
+4,666% +$129K ﹤0.01% 5320
2023
Q1 		$3K Buy
+256
New +$2.85K ﹤0.01% 6351
2021
Q4 		– Sell
-48,608
Closed -$763K – 6844
2021
Q3 		$763K Hold
48,608
– – ﹤0.01% 4488
2021
Q2 		$770K Hold
48,608
– – ﹤0.01% 4451
2021
Q1 		$722K Hold
48,608
– – ﹤0.01% 4451
2020
Q4 		$737K Hold
48,608
– – ﹤0.01% 4141
2020
Q3 		$707K Sell
48,608
-52,065
-52% -$764K ﹤0.01% 3823
2020
Q2 		$1.44M Hold
100,673
– – ﹤0.01% 3312
2020
Q1 		$1.38M Buy
100,673
+99,905
+13,008% +$1.47M ﹤0.01% 3213
2019
Q4 		$11K Sell
768
-768
-50% -$11.4K ﹤0.01% 5386
2019
Q3 		$23K Hold
1,536
– – ﹤0.01% 5377
2019
Q2 		$22K Hold
1,536
– – ﹤0.01% 5418
2019
Q1 		$21K Hold
1,536
– – ﹤0.01% 5396
2018
Q4 		$20K Buy
+1,536
New +$19.3K ﹤0.01% 5329

Other funds holding NAC

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

JP Morgan Chase's NAC Position: Q2 2024 in Review

JP Morgan Chase sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q2 2024, closing a stake of 2,535 shares — an estimated $27.9K sold.

JP Morgan Chase first reported a position in NAC in Q4 2018 and held it in 17 quarters. The position peaked at $1.44M in Q2 2020. 119 funds tracked by Wall St. Rank hold NAC as of Q2 2024.

  • JP Morgan Chase reported no remaining Nuveen California Quality Municipal Income Fund position as of Q2 2024 after selling out during the quarter.
  • JP Morgan Chase sold 2,535 Nuveen California Quality Municipal Income Fund shares in Q2 2024, an estimated $27.9K.
  • JP Morgan Chase first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2018 and held it in 17 quarters.
  • JP Morgan Chase's Nuveen California Quality Municipal Income Fund position peaked at $1.44M in Q2 2020.
  • 119 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2024.

Based on JP Morgan Chase's 13F filing for Q2 2024, filed 12 Aug 2024.