JP Morgan Chase
WIA

JP Morgan Chase’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

JP Morgan Chase’s Portfolio WIA Stock Details WIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,755
Closed -$14.3K – 7932
2023
Q4 		$14.3K Sell
1,755
-235
-12% -$1.86K ﹤0.01% 6323
2023
Q3 		$15.6K Buy
+1,990
New +$16.4K ﹤0.01% 6136
2023
Q2 		– Sell
-1,465
Closed -$13K – 7373
2023
Q1 		$13K Buy
1,465
+615
+72% +$5.41K ﹤0.01% 6073
2022
Q4 		$7K Buy
+850
New +$7.52K ﹤0.01% 6105

Other funds holding WIA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
RGC
Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

JP Morgan Chase sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q1 2024, closing a stake of 1,755 shares — an estimated $14.3K sold.

JP Morgan Chase first reported a position in WIA in Q4 2022 and held it in 4 quarters. The position peaked at $15.6K in Q3 2023. 50 funds tracked by Wall St. Rank hold WIA as of Q1 2024.

  • JP Morgan Chase reported no remaining Western Asset Inflation-Linked Income Fund position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 1,755 Western Asset Inflation-Linked Income Fund shares in Q1 2024, an estimated $14.3K.
  • JP Morgan Chase first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2022 and held it in 4 quarters.
  • JP Morgan Chase's Western Asset Inflation-Linked Income Fund position peaked at $15.6K in Q3 2023.
  • 50 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2024.

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