JP Morgan Chase’s VanEck CEF Muni Income ETF XMPT Stock Holding History

JP Morgan Chase’s Portfolio XMPT Stock Details XMPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,904	Closed	-$61.4K	–	7767
2023 Q2	$61.4K	Buy	2,904 +2,532	+681%	+$53.5K	﹤0.01%	5664
2023 Q1	$8.06K	Buy	+372	New	+$8.09K	﹤0.01%	6154
2022 Q3	–	Sell	-7,245	Closed	-$167K	–	6903
2022 Q2	$167K	Buy	+7,245	New	+$169K	﹤0.01%	5162
2018 Q4	–	Sell	-25,198	Closed	-$622K	–	5968
2018 Q3	$622K	Hold	25,198	–	–	﹤0.01%	4183
2018 Q2	$637K	Buy	25,198 +23,198	+1,160%	+$582K	﹤0.01%	4061
2018 Q1	$50K	Hold	2,000	–	–	﹤0.01%	4813
2017 Q4	$53K	Hold	2,000	–	–	﹤0.01%	4879
2017 Q3	$54K	Hold	2,000	–	–	﹤0.01%	4453
2017 Q2	$54K	Hold	2,000	–	–	﹤0.01%	4333
2017 Q1	$52K	Hold	2,000	–	–	﹤0.01%	4516
2016 Q4	$52K	Sell	2,000 -3,000	-60%	-$79.3K	﹤0.01%	4540
2016 Q3	$144K	Buy	+5,000	New	+$146K	﹤0.01%	3779

Other funds holding XMPT

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

JP Morgan Chase's XMPT Position: Q3 2023 in Review

JP Morgan Chase sold out of VanEck CEF Muni Income ETF (XMPT) in Q3 2023, closing a stake of 2,904 shares — an estimated $61.4K sold.

JP Morgan Chase first reported a position in XMPT in Q3 2016 and held it in 12 quarters. The position peaked at $637K in Q2 2018. 48 funds tracked by Wall St. Rank hold XMPT as of Q3 2023.

JP Morgan Chase reported no remaining VanEck CEF Muni Income ETF position as of Q3 2023 after selling out during the quarter.
JP Morgan Chase sold 2,904 VanEck CEF Muni Income ETF shares in Q3 2023, an estimated $61.4K.
JP Morgan Chase first reported a position in VanEck CEF Muni Income ETF in Q3 2016 and held it in 12 quarters.
JP Morgan Chase's VanEck CEF Muni Income ETF position peaked at $637K in Q2 2018.
48 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q3 2023.

Based on JP Morgan Chase's 13F filing for Q3 2023, filed 14 Nov 2023.