JP Morgan Chase
PKO

JP Morgan Chase’s Pimco Income Opportunity Fund PKO Stock Holding History

JP Morgan Chase’s Portfolio PKO Stock Details PKO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-9,741
Closed -$244K – 4535
2014
Q4 		$244K Buy
9,741
+1,641
+20% +$44.3K ﹤0.01% 3959
2014
Q3 		$223K Hold
8,100
– – ﹤0.01% 3969
2014
Q2 		$237K Hold
8,100
– – ﹤0.01% 3333
2014
Q1 		$229K Hold
8,100
– – ﹤0.01% 3379
2013
Q4 		$229K Hold
8,100
– – ﹤0.01% 3782
2013
Q3 		$223K Hold
8,100
– – ﹤0.01% 4005
2013
Q2 		$232K Buy
+8,100
New +$246K ﹤0.01% 3934

Other funds holding PKO

HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JP Morgan Chase's PKO Position: Q1 2015 in Review

JP Morgan Chase sold out of Pimco Income Opportunity Fund (PKO) in Q1 2015, closing a stake of 9,741 shares — an estimated $244K sold.

JP Morgan Chase first reported a position in PKO in Q2 2013 and held it in 7 quarters. The position peaked at $244K in Q4 2014. 41 funds tracked by Wall St. Rank hold PKO as of Q1 2015.

  • JP Morgan Chase reported no remaining Pimco Income Opportunity Fund position as of Q1 2015 after selling out during the quarter.
  • JP Morgan Chase sold 9,741 Pimco Income Opportunity Fund shares in Q1 2015, an estimated $244K.
  • JP Morgan Chase first reported a position in Pimco Income Opportunity Fund in Q2 2013 and held it in 7 quarters.
  • JP Morgan Chase's Pimco Income Opportunity Fund position peaked at $244K in Q4 2014.
  • 41 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q1 2015.

Based on JP Morgan Chase's 13F filing for Q1 2015, filed 15 May 2015.