JP Morgan Chase
NSL

JP Morgan Chase’s NUVEEN SENIOR INCM FD NSL Stock Holding History

JP Morgan Chase’s Portfolio NSL Stock Details NSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,310
Closed -$20K – 7417
2022
Q4 		$20K Buy
+4,310
New +$20.3K ﹤0.01% 5897
2019
Q4 		– Sell
-621,387
Closed -$3.58M – 5965
2019
Q3 		$3.58M Sell
621,387
-74,330
-11% -$430K ﹤0.01% 2977
2019
Q2 		$4.08M Sell
695,717
-299,548
-30% -$1.76M ﹤0.01% 2792
2019
Q1 		$5.77M Sell
995,265
-163,452
-14% -$953K ﹤0.01% 2477
2018
Q4 		$6.37M Hold
1,158,717
– – ﹤0.01% 2376
2018
Q3 		$7.14M Hold
1,158,717
– – ﹤0.01% 2472
2018
Q2 		$7.22M Hold
1,158,717
– – ﹤0.01% 2402
2018
Q1 		$7.59M Hold
1,158,717
– – ﹤0.01% 2227
2017
Q4 		$7.54M Hold
1,158,717
– – ﹤0.01% 2344
2017
Q3 		$7.72M Hold
1,158,717
– – ﹤0.01% 2204
2017
Q2 		$7.9M Hold
1,158,717
– – ﹤0.01% 2140
2017
Q1 		$7.87M Hold
1,158,717
– – ﹤0.01% 2099
2016
Q4 		$7.87M Buy
1,158,717
+398,000
+52% +$2.6M ﹤0.01% 2088
2016
Q3 		$4.97M Sell
760,717
-55,000
-7% -$344K ﹤0.01% 2266
2016
Q2 		$4.93M Hold
815,717
– – ﹤0.01% 2305
2016
Q1 		$4.81M Buy
815,717
+92,395
+13% +$514K ﹤0.01% 2246
2015
Q4 		$4.17M Hold
723,322
– – ﹤0.01% 2333
2015
Q3 		$4.28M Hold
723,322
– – ﹤0.01% 2320
2015
Q2 		$4.63M Hold
723,322
– – ﹤0.01% 2438
2015
Q1 		$4.82M Buy
723,322
+13,672
+2% +$90K ﹤0.01% 2380
2014
Q4 		$4.65M Buy
709,650
+646,328
+1,021% +$4.28M ﹤0.01% 2459
2014
Q3 		$424K Buy
63,322
+43,322
+217% +$299K ﹤0.01% 3732
2014
Q2 		$141K Hold
20,000
– – ﹤0.01% 3418
2014
Q1 		$143K Hold
20,000
– – ﹤0.01% 3457
2013
Q4 		$143K Hold
20,000
– – ﹤0.01% 3862
2013
Q3 		$144K Hold
20,000
– – ﹤0.01% 4114
2013
Q2 		$152K Buy
+20,000
New +$158K ﹤0.01% 4060

Other funds holding NSL

OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

JP Morgan Chase's NSL Position: Q1 2023 in Review

JP Morgan Chase sold out of NUVEEN SENIOR INCM FD (NSL) in Q1 2023, closing a stake of 4,310 shares — an estimated $20K sold.

JP Morgan Chase first reported a position in NSL in Q2 2013 and held it in 27 quarters. The position peaked at $7.9M in Q2 2017. 75 funds tracked by Wall St. Rank hold NSL as of Q1 2023.

  • JP Morgan Chase reported no remaining NUVEEN SENIOR INCM FD position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Chase sold 4,310 NUVEEN SENIOR INCM FD shares in Q1 2023, an estimated $20K.
  • JP Morgan Chase first reported a position in NUVEEN SENIOR INCM FD in Q2 2013 and held it in 27 quarters.
  • JP Morgan Chase's NUVEEN SENIOR INCM FD position peaked at $7.9M in Q2 2017.
  • 75 funds tracked by Wall St. Rank held NUVEEN SENIOR INCM FD as of Q1 2023.

Based on JP Morgan Chase's 13F filing for Q1 2023, filed 11 May 2023.