JP Morgan Chase
PMO

JP Morgan Chase’s Franklin Municipal Opportunities Trust PMO Stock Holding History

JP Morgan Chase’s Portfolio PMO Stock Details PMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Hold
0
– – – 7195
2024
Q4 		– Hold
0
– – – 7321
2024
Q3 		– Hold
0
– – – 7306
2024
Q2 		– Sell
-5,280
Closed -$53.6K – 7669
2024
Q1 		$53.6K Buy
+5,280
New +$54.3K ﹤0.01% 5915
2023
Q3 		– Sell
-449
Closed -$4.58K – 7661
2023
Q2 		$4.58K Buy
+449
New +$4.56K ﹤0.01% 6188
2020
Q1 		– Sell
-431
Closed -$6K – 5636
2019
Q4 		$6K Buy
+431
New +$5.66K ﹤0.01% 5455
2018
Q3 		– Sell
-1,200
Closed -$14K – 5776
2018
Q2 		$14K Hold
1,200
– – ﹤0.01% 5342
2018
Q1 		$14K Hold
1,200
– – ﹤0.01% 5133
2017
Q4 		$15K Hold
1,200
– – ﹤0.01% 5208
2017
Q3 		$15K Hold
1,200
– – ﹤0.01% 4658
2017
Q2 		$15K Buy
+1,200
New +$14.8K ﹤0.01% 4591

Other funds holding PMO

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

JP Morgan Chase's PMO Position: Q1 2025 in Review

JP Morgan Chase held its Franklin Municipal Opportunities Trust (PMO) position steady in Q1 2025 at 0 shares worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #7195.

JP Morgan Chase first reported a position in PMO in Q2 2017 and has held it in 8 quarters since. The position peaked at $53.6K in Q1 2024. 81 funds tracked by Wall St. Rank hold PMO as of Q1 2025.

  • JP Morgan Chase held 0 shares of Franklin Municipal Opportunities Trust worth $9 as of Q1 2025.
  • JP Morgan Chase left its Franklin Municipal Opportunities Trust share count unchanged in Q1 2025.
  • Franklin Municipal Opportunities Trust made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2025, its #7195 holding.
  • JP Morgan Chase first reported a position in Franklin Municipal Opportunities Trust in Q2 2017 and has held it in 8 quarters since.
  • JP Morgan Chase's Franklin Municipal Opportunities Trust position peaked at $53.6K in Q1 2024.
  • 81 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q1 2025.

Based on JP Morgan Chase's 13F filing for Q1 2025, filed 12 May 2025.