JP Morgan Chase
SBI

JP Morgan Chase’s Western Asset Intermediate Muni Fund SBI Stock Holding History

JP Morgan Chase’s Portfolio SBI Stock Details SBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-574
Closed -$4.42K – 7828
2023
Q4 		$4.42K Sell
574
-53
-8% -$391 ﹤0.01% 6578
2023
Q3 		$4.49K Buy
+627
New +$4.71K ﹤0.01% 6391
2023
Q2 		– Sell
-2,597
Closed -$21K – 7283
2023
Q1 		$21K Buy
+2,597
New +$20.4K ﹤0.01% 5966
2018
Q4 		– Sell
-200
Closed -$2K – 5908
2018
Q3 		$2K Buy
+200
New +$1.72K ﹤0.01% 5613

Other funds holding SBI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

JP Morgan Chase sold out of Western Asset Intermediate Muni Fund (SBI) in Q1 2024, closing a stake of 574 shares — an estimated $4.42K sold.

JP Morgan Chase first reported a position in SBI in Q3 2018 and held it in 4 quarters. The position peaked at $21K in Q1 2023. 58 funds tracked by Wall St. Rank hold SBI as of Q1 2024.

  • JP Morgan Chase reported no remaining Western Asset Intermediate Muni Fund position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 574 Western Asset Intermediate Muni Fund shares in Q1 2024, an estimated $4.42K.
  • JP Morgan Chase first reported a position in Western Asset Intermediate Muni Fund in Q3 2018 and held it in 4 quarters.
  • JP Morgan Chase's Western Asset Intermediate Muni Fund position peaked at $21K in Q1 2023.
  • 58 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2024.

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