JP Morgan Chase’s Franklin Master Intermediate Income Trust PIM Stock Holding History

JP Morgan Chase’s Portfolio PIM Stock Details PIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4,160	Closed	-$13.3K	–	7779
2023 Q4	$13.3K	Buy	+4,160	New	+$12.7K	﹤0.01%	6339
2023 Q2	–	Sell	-20,906	Closed	-$66K	–	7239
2023 Q1	$66K	Buy	+20,906	New	+$68K	﹤0.01%	5605
2018 Q2	–	Sell	-407	Closed	-$2K	–	5653
2018 Q1	$2K	Buy	+407	New	+$1.94K	﹤0.01%	5291
2017 Q1	–	Sell	-1,500	Closed	-$7K	–	5183
2016 Q4	$7K	Buy	+1,500	New	+$6.64K	﹤0.01%	4836
2013 Q3	–	Sell	-17,400	Closed	-$87K	–	4440
2013 Q2	$87K	Buy	+17,400	New	+$88.9K	﹤0.01%	4181

Other funds holding PIM

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

JP Morgan Chase sold out of Franklin Master Intermediate Income Trust (PIM) in Q1 2024, closing a stake of 4,160 shares — an estimated $13.3K sold.

JP Morgan Chase first reported a position in PIM in Q2 2013 and held it in 5 quarters. The position peaked at $87K in Q2 2013. 46 funds tracked by Wall St. Rank hold PIM as of Q1 2024.

JP Morgan Chase reported no remaining Franklin Master Intermediate Income Trust position as of Q1 2024 after selling out during the quarter.
JP Morgan Chase sold 4,160 Franklin Master Intermediate Income Trust shares in Q1 2024, an estimated $13.3K.
JP Morgan Chase first reported a position in Franklin Master Intermediate Income Trust in Q2 2013 and held it in 5 quarters.
JP Morgan Chase's Franklin Master Intermediate Income Trust position peaked at $87K in Q2 2013.
46 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2024.

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