JP Morgan Chase
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JP Morgan Chase’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

JP Morgan Chase’s Portfolio NKX Stock Details NKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,699
Closed -$57.1K – 7629
2024
Q1 		$57.1K Buy
+4,699
New +$54.4K ﹤0.01% 5885
2023
Q3 		– Sell
-220
Closed -$2.54K – 7638
2023
Q2 		$2.54K Sell
220
-2,466
-92% -$28K ﹤0.01% 6298
2023
Q1 		$31K Buy
+2,686
New +$32.4K ﹤0.01% 5860
2019
Q2 		– Sell
-52,142
Closed -$726K – 5918
2019
Q1 		$726K Buy
+52,142
New +$699K ﹤0.01% 3991

Other funds holding NKX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2024, closing a stake of 4,699 shares — an estimated $57.1K sold.

JP Morgan Chase first reported a position in NKX in Q1 2019 and held it in 4 quarters. The position peaked at $726K in Q1 2019. 64 funds tracked by Wall St. Rank hold NKX as of Q2 2024.

  • JP Morgan Chase reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q2 2024 after selling out during the quarter.
  • JP Morgan Chase sold 4,699 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2024, an estimated $57.1K.
  • JP Morgan Chase first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2019 and held it in 4 quarters.
  • JP Morgan Chase's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $726K in Q1 2019.
  • 64 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2024.

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