JP Morgan Chase
PHT

JP Morgan Chase’s Pioneer High Income Fund PHT Stock Holding History

JP Morgan Chase’s Portfolio PHT Stock Details PHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-28,298
Closed -$190K – 7784
2023
Q3 		$190K Buy
+28,298
New +$193K ﹤0.01% 5098
2023
Q1 		– Sell
-5,017
Closed -$33K – 7110
2022
Q4 		$33K Buy
+5,017
New +$33K ﹤0.01% 5738

Other funds holding PHT

FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

JP Morgan Chase sold out of Pioneer High Income Fund (PHT) in Q4 2023, closing a stake of 28,298 shares — an estimated $190K sold.

JP Morgan Chase first reported a position in PHT in Q4 2022 and held it in 2 quarters. The position peaked at $190K in Q3 2023. 55 funds tracked by Wall St. Rank hold PHT as of Q4 2023.

  • JP Morgan Chase reported no remaining Pioneer High Income Fund position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 28,298 Pioneer High Income Fund shares in Q4 2023, an estimated $190K.
  • JP Morgan Chase first reported a position in Pioneer High Income Fund in Q4 2022 and held it in 2 quarters.
  • JP Morgan Chase's Pioneer High Income Fund position peaked at $190K in Q3 2023.
  • 55 funds tracked by Wall St. Rank held Pioneer High Income Fund as of Q4 2023.

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