JP Morgan Chase
TWN

JP Morgan Chase’s Taiwan Fund TWN Stock Holding History

JP Morgan Chase’s Portfolio TWN Stock Details TWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-380
Closed -$11.4K – 7879
2023
Q3 		$11.4K Sell
380
-1,033
-73% -$32.4K ﹤0.01% 6217
2023
Q2 		$44.3K Buy
+1,413
New +$39.6K ﹤0.01% 5745
2013
Q3 		– Sell
-19,700
Closed -$320K – 4457
2013
Q2 		$320K Buy
+19,700
New +$325K ﹤0.01% 3793

Other funds holding TWN

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

JP Morgan Chase's TWN Position: Q4 2023 in Review

JP Morgan Chase sold out of Taiwan Fund (TWN) in Q4 2023, closing a stake of 380 shares — an estimated $11.4K sold.

JP Morgan Chase first reported a position in TWN in Q2 2013 and held it in 3 quarters. The position peaked at $320K in Q2 2013. 29 funds tracked by Wall St. Rank hold TWN as of Q4 2023.

  • JP Morgan Chase reported no remaining Taiwan Fund position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 380 Taiwan Fund shares in Q4 2023, an estimated $11.4K.
  • JP Morgan Chase first reported a position in Taiwan Fund in Q2 2013 and held it in 3 quarters.
  • JP Morgan Chase's Taiwan Fund position peaked at $320K in Q2 2013.
  • 29 funds tracked by Wall St. Rank held Taiwan Fund as of Q4 2023.

Based on JP Morgan Chase's 13F filing for Q4 2023, filed 12 Feb 2024.