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JP Morgan Private Wealth Advisors’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio NDMO Stock Details NDMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-119,206
Closed -$1.56M – 1993
2022
Q1 		$1.56M Buy
119,206
+64,334
+117% +$933K ﹤0.01% 1004
2021
Q4 		$913K Buy
+54,872
New +$868K ﹤0.01% 1286

Other funds holding NDMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

JP Morgan Private Wealth Advisors's NDMO Position: Q2 2022 in Review

JP Morgan Private Wealth Advisors sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q2 2022, closing a stake of 119,206 shares — an estimated $1.56M sold.

JP Morgan Private Wealth Advisors first reported a position in NDMO in Q4 2021 and held it in 2 quarters. The position peaked at $1.56M in Q1 2022. 46 funds tracked by Wall St. Rank hold NDMO as of Q2 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q2 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 119,206 Nuveen Dynamic Municipal Opportunities Fund shares in Q2 2022, an estimated $1.56M.
  • JP Morgan Private Wealth Advisors first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2021 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Nuveen Dynamic Municipal Opportunities Fund position peaked at $1.56M in Q1 2022.
  • 46 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.