JP Morgan Chase
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JP Morgan Chase’s Barings BDC BBDC Stock Holding History

JP Morgan Chase’s Portfolio BBDC Stock Details BBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$81K Sell
9,998
-128,236
-93% -$1.12M ﹤0.01% 5943
2025
Q4 		$1.27M Buy
138,234
+911
+0.7% +$8.07K ﹤0.01% 4435
2025
Q3 		$1.2M Buy
137,323
+21,174
+18% +$199K ﹤0.01% 4456
2025
Q2 		$1.06M Sell
116,149
-35,244
-23% -$313K ﹤0.01% 4331
2025
Q1 		$1.44M Buy
151,393
+31,775
+27% +$313K ﹤0.01% 4097
2024
Q4 		$1.14M Buy
119,618
+117,036
+4,533% +$1.14M ﹤0.01% 4541
2024
Q3 		$25.3K Buy
2,582
+2,059
+394% +$20.4K ﹤0.01% 6182
2024
Q2 		$5.09K Hold
523
– – ﹤0.01% 6381
2024
Q1 		$4.86K Hold
523
– – ﹤0.01% 6458
2023
Q4 		$4.49K Buy
+523
New +$4.65K ﹤0.01% 6575
2023
Q3 		– Sell
-23,600
Closed -$185K – 7458
2023
Q2 		$185K Buy
23,600
+10,069
+74% +$77.2K ﹤0.01% 5116
2023
Q1 		$107K Sell
13,531
-23,869
-64% -$200K ﹤0.01% 5394
2022
Q4 		$305K Buy
37,400
+13,900
+59% +$120K ﹤0.01% 4813
2022
Q3 		$194K Buy
23,500
+7,384
+46% +$71.3K ﹤0.01% 4972
2022
Q2 		$150K Buy
16,116
+46
+0.3% +$467 ﹤0.01% 5211
2022
Q1 		$166K Buy
16,070
+9,979
+164% +$107K ﹤0.01% 5286
2021
Q4 		$67K Buy
6,091
+1,285
+27% +$14.2K ﹤0.01% 5838
2021
Q3 		$53K Buy
+4,806
New +$51.8K ﹤0.01% 5821
2021
Q2 		– Sell
-13,442
Closed -$134K – 6335
2021
Q1 		$134K Buy
+13,442
New +$128K ﹤0.01% 5303
2020
Q4 		– Sell
-1,000
Closed -$8K – 5630
2020
Q3 		$8K Sell
1,000
-3,000
-75% -$23.9K ﹤0.01% 5282
2020
Q2 		$32K Sell
4,000
-15,000
-79% -$108K ﹤0.01% 4951
2020
Q1 		$142K Sell
19,000
-51,002
-73% -$484K ﹤0.01% 4404
2019
Q4 		$720K Sell
70,002
-141,616
-67% -$1.45M ﹤0.01% 4055
2019
Q3 		$2.15M Buy
211,618
+70,201
+50% +$697K ﹤0.01% 3376
2019
Q2 		$1.4M Sell
141,417
-13,312
-9% -$133K ﹤0.01% 3635
2019
Q1 		$1.52M Sell
154,729
-148,857
-49% -$1.45M ﹤0.01% 3528
2018
Q4 		$2.73M Sell
303,586
-127,228
-30% -$1.26M ﹤0.01% 3057
2018
Q3 		$4.31M Buy
430,814
+331,233
+333% +$3.63M ﹤0.01% 2859
2018
Q2 		$1.15M Sell
99,581
-14,743
-13% -$169K ﹤0.01% 3751
2018
Q1 		$1.27M Buy
114,324
+87,723
+330% +$953K ﹤0.01% 3542
2017
Q4 		$252K Buy
26,601
+24,598
+1,228% +$270K ﹤0.01% 4328
2017
Q3 		$28K Sell
2,003
-11,279
-85% -$170K ﹤0.01% 4576
2017
Q2 		$234K Sell
13,282
-3,513
-21% -$63.9K ﹤0.01% 3942
2017
Q1 		$321K Buy
16,795
+14,553
+649% +$279K ﹤0.01% 3882
2016
Q4 		$41K Sell
2,242
-75,019
-97% -$1.41M ﹤0.01% 4592
2016
Q3 		$1.52M Buy
77,261
+75,019
+3,346% +$1.48M ﹤0.01% 2940
2016
Q2 		$43K Sell
2,242
-1,321
-37% -$25.4K ﹤0.01% 4086
2016
Q1 		$73K Buy
3,563
+533
+18% +$9.78K ﹤0.01% 3815
2015
Q4 		$58K Buy
+3,030
New +$57.2K ﹤0.01% 3889
2014
Q3 		– Sell
-9,154
Closed -$261K – 4175
2014
Q2 		$261K Hold
9,154
– – ﹤0.01% 3305
2014
Q1 		$237K Sell
9,154
-3,377
-27% -$92.2K ﹤0.01% 3371
2013
Q4 		$347K Sell
12,531
-21,112
-63% -$612K ﹤0.01% 3633
2013
Q3 		$988K Buy
33,643
+10,701
+47% +$312K ﹤0.01% 3277
2013
Q2 		$631K Buy
+22,942
New +$640K ﹤0.01% 3493

Other funds holding BBDC

B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

JP Morgan Chase's BBDC Position: Q1 2026 in Review

JP Morgan Chase reduced its Barings BDC (BBDC) stake by 93% in Q1 2026, selling an estimated $1.12M and leaving 9,998 shares worth $81K. The position accounts for ﹤0.01% of the portfolio, ranked #5943.

JP Morgan Chase first reported a position in BBDC in Q2 2013 and has held it in 44 quarters since. The position peaked at $4.31M in Q3 2018. 211 funds tracked by Wall St. Rank hold BBDC as of Q1 2026.

  • JP Morgan Chase held 9,998 shares of Barings BDC worth $81K as of Q1 2026.
  • JP Morgan Chase sold 128,236 Barings BDC shares in Q1 2026, an estimated $1.12M.
  • Barings BDC made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5943 holding.
  • JP Morgan Chase first reported a position in Barings BDC in Q2 2013 and has held it in 44 quarters since.
  • JP Morgan Chase's Barings BDC position peaked at $4.31M in Q3 2018.
  • 211 funds tracked by Wall St. Rank held Barings BDC as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.