JP Morgan Chase
NBW

JP Morgan Chase’s Neuberger Berman California Municipal Fund Inc. NBW Stock Holding History

JP Morgan Chase’s Portfolio NBW Stock Details NBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-147
Closed -$2K – 7461
2023
Q1 		$2K Buy
+147
New +$1.65K ﹤0.01% 6459

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SIA
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MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 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
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

JP Morgan Chase's NBW Position: Q2 2023 in Review

JP Morgan Chase sold out of Neuberger Berman California Municipal Fund Inc. (NBW) in Q2 2023, closing a stake of 147 shares — an estimated $2K sold.

JP Morgan Chase first reported a position in NBW in Q1 2023 and held it in 1 quarter. The position peaked at $2K in Q1 2023. 22 funds tracked by Wall St. Rank hold NBW as of Q2 2023.

  • JP Morgan Chase reported no remaining Neuberger Berman California Municipal Fund Inc. position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Chase sold 147 Neuberger Berman California Municipal Fund Inc. shares in Q2 2023, an estimated $2K.
  • JP Morgan Chase first reported a position in Neuberger Berman California Municipal Fund Inc. in Q1 2023 and held it in 1 quarter.
  • JP Morgan Chase's Neuberger Berman California Municipal Fund Inc. position peaked at $2K in Q1 2023.
  • 22 funds tracked by Wall St. Rank held Neuberger Berman California Municipal Fund Inc. as of Q2 2023.

Based on JP Morgan Chase's 13F filing for Q2 2023, filed 11 Aug 2023.