JP Morgan Chase
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JP Morgan Chase’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

JP Morgan Chase’s Portfolio NAN Stock Details NAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,107
Closed -$112K – 7717
2023
Q4 		$112K Buy
10,107
+8,295
+458% +$83.1K ﹤0.01% 5687
2023
Q3 		$17.5K Buy
+1,812
New +$18.8K ﹤0.01% 6099
2023
Q2 		– Sell
-16,741
Closed -$185K – 7190
2023
Q1 		$185K Buy
+16,741
New +$183K ﹤0.01% 5109
2020
Q1 		– Sell
-578
Closed -$8K – 5583
2019
Q4 		$8K Buy
+578
New +$8.16K ﹤0.01% 5420

Other funds holding NAN

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

JP Morgan Chase sold out of Nuveen New York Quality Municipal Income Fund (NAN) in Q1 2024, closing a stake of 10,107 shares — an estimated $112K sold.

JP Morgan Chase first reported a position in NAN in Q4 2019 and held it in 4 quarters. The position peaked at $185K in Q1 2023. 51 funds tracked by Wall St. Rank hold NAN as of Q1 2024.

  • JP Morgan Chase reported no remaining Nuveen New York Quality Municipal Income Fund position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 10,107 Nuveen New York Quality Municipal Income Fund shares in Q1 2024, an estimated $112K.
  • JP Morgan Chase first reported a position in Nuveen New York Quality Municipal Income Fund in Q4 2019 and held it in 4 quarters.
  • JP Morgan Chase's Nuveen New York Quality Municipal Income Fund position peaked at $185K in Q1 2023.
  • 51 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q1 2024.

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