JP Morgan Chase
TBLD

JP Morgan Chase’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

JP Morgan Chase’s Portfolio TBLD Stock Details TBLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-14,599
Closed -$228K – 7317
2023
Q1 		$228K Buy
+14,599
New +$220K ﹤0.01% 4990

Other funds holding TBLD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

JP Morgan Chase sold out of Thornburg Income Builder Opportunities Trust (TBLD) in Q2 2023, closing a stake of 14,599 shares — an estimated $228K sold.

JP Morgan Chase first reported a position in TBLD in Q1 2023 and held it in 1 quarter. The position peaked at $228K in Q1 2023. 39 funds tracked by Wall St. Rank hold TBLD as of Q2 2023.

  • JP Morgan Chase reported no remaining Thornburg Income Builder Opportunities Trust position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Chase sold 14,599 Thornburg Income Builder Opportunities Trust shares in Q2 2023, an estimated $228K.
  • JP Morgan Chase first reported a position in Thornburg Income Builder Opportunities Trust in Q1 2023 and held it in 1 quarter.
  • JP Morgan Chase's Thornburg Income Builder Opportunities Trust position peaked at $228K in Q1 2023.
  • 39 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2023.

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