JP Morgan Chase
PFO

JP Morgan Chase’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

JP Morgan Chase’s Portfolio PFO Stock Details PFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,676
Closed -$29.3K – 7771
2023
Q4 		$29.3K Buy
3,676
+3,138
+583% +$23.6K ﹤0.01% 6162
2023
Q3 		$4K Sell
538
-220
-29% -$1.7K ﹤0.01% 6410
2023
Q2 		$6.07K Buy
+758
New +$5.96K ﹤0.01% 6138

Other funds holding PFO

PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SXL
Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

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

JP Morgan Chase sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q1 2024, closing a stake of 3,676 shares — an estimated $29.3K sold.

JP Morgan Chase first reported a position in PFO in Q2 2023 and held it in 3 quarters. The position peaked at $29.3K in Q4 2023. 44 funds tracked by Wall St. Rank hold PFO as of Q1 2024.

  • JP Morgan Chase reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 3,676 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q1 2024, an estimated $29.3K.
  • JP Morgan Chase first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q2 2023 and held it in 3 quarters.
  • JP Morgan Chase's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $29.3K in Q4 2023.
  • 44 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2024.

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