JP Morgan Chase
RIV

JP Morgan Chase’s RiverNorth Opportunities Fund RIV Stock Holding History

JP Morgan Chase’s Portfolio RIV Stock Details RIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,178
Closed -$25K – 7267
2023
Q1 		$25K Buy
+2,178
New +$25.8K ﹤0.01% 5930

Other funds holding RIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Chase's RIV Position: Q2 2023 in Review

JP Morgan Chase sold out of RiverNorth Opportunities Fund (RIV) in Q2 2023, closing a stake of 2,178 shares — an estimated $25K sold.

JP Morgan Chase first reported a position in RIV in Q1 2023 and held it in 1 quarter. The position peaked at $25K in Q1 2023. 46 funds tracked by Wall St. Rank hold RIV as of Q2 2023.

  • JP Morgan Chase reported no remaining RiverNorth Opportunities Fund position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Chase sold 2,178 RiverNorth Opportunities Fund shares in Q2 2023, an estimated $25K.
  • JP Morgan Chase first reported a position in RiverNorth Opportunities Fund in Q1 2023 and held it in 1 quarter.
  • JP Morgan Chase's RiverNorth Opportunities Fund position peaked at $25K in Q1 2023.
  • 46 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q2 2023.

Based on JP Morgan Chase's 13F filing for Q2 2023, filed 11 Aug 2023.