JP Morgan Chase
NUW icon

JP Morgan Chase’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

JP Morgan Chase’s Portfolio NUW Stock Details NUW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-645
Closed -$8.64K – 7763
2023
Q3 		$8.64K Buy
+645
New +$8.73K ﹤0.01% 6285

Other funds holding NUW

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase's NUW Position: Q4 2023 in Review

JP Morgan Chase sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q4 2023, closing a stake of 645 shares — an estimated $8.64K sold.

JP Morgan Chase first reported a position in NUW in Q3 2023 and held it in 1 quarter. The position peaked at $8.64K in Q3 2023. 52 funds tracked by Wall St. Rank hold NUW as of Q4 2023.

  • JP Morgan Chase reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 645 Nuveen AMT-Free Municipal Value Fund shares in Q4 2023, an estimated $8.64K.
  • JP Morgan Chase first reported a position in Nuveen AMT-Free Municipal Value Fund in Q3 2023 and held it in 1 quarter.
  • JP Morgan Chase's Nuveen AMT-Free Municipal Value Fund position peaked at $8.64K in Q3 2023.
  • 52 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q4 2023.

Based on JP Morgan Chase's 13F filing for Q4 2023, filed 12 Feb 2024.