JP Morgan Chase
TEAF

JP Morgan Chase’s Ecofin Sustainable & Social Impact Term Fund TEAF Stock Holding History

JP Morgan Chase’s Portfolio TEAF Stock Details TEAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,500
Closed -$144K – 7671
2024
Q2 		$144K Hold
12,500
– – ﹤0.01% 5333
2024
Q1 		$148K Hold
12,500
– – ﹤0.01% 5502
2023
Q4 		$146K Buy
+12,500
New +$146K ﹤0.01% 5553

Other funds holding TEAF

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

JP Morgan Chase's TEAF Position: Q3 2024 in Review

JP Morgan Chase sold out of Ecofin Sustainable & Social Impact Term Fund (TEAF) in Q3 2024, closing a stake of 12,500 shares — an estimated $144K sold.

JP Morgan Chase first reported a position in TEAF in Q4 2023 and held it in 3 quarters. The position peaked at $148K in Q1 2024. 51 funds tracked by Wall St. Rank hold TEAF as of Q3 2024.

  • JP Morgan Chase reported no remaining Ecofin Sustainable & Social Impact Term Fund position as of Q3 2024 after selling out during the quarter.
  • JP Morgan Chase sold 12,500 Ecofin Sustainable & Social Impact Term Fund shares in Q3 2024, an estimated $144K.
  • JP Morgan Chase first reported a position in Ecofin Sustainable & Social Impact Term Fund in Q4 2023 and held it in 3 quarters.
  • JP Morgan Chase's Ecofin Sustainable & Social Impact Term Fund position peaked at $148K in Q1 2024.
  • 51 funds tracked by Wall St. Rank held Ecofin Sustainable & Social Impact Term Fund as of Q3 2024.

Based on JP Morgan Chase's 13F filing for Q3 2024, filed 8 Nov 2024.