JP Morgan Chase
PIM

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

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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.