JP Morgan Chase’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.12K	Buy	+500	New	+$8.02K	﹤0.01%	6971
2025 Q4	–	Sell	-44	Closed	-$730	–	7425
2025 Q3	$730	Buy	+44	New	+$714	﹤0.01%	7015
2024 Q4	–	Sell	-15,362	Closed	-$274K	–	7392
2024 Q3	$274K	Buy	+15,362	New	+$266K	﹤0.01%	5254
2024 Q1	–	Sell	-935	Closed	-$15.2K	–	7402
2023 Q4	$15.2K	Buy	+935	New	+$14.5K	﹤0.01%	6313
2023 Q2	–	Sell	-38,333	Closed	-$687K	–	6911
2023 Q1	$687K	Buy	+38,333	New	+$677K	﹤0.01%	4298
2021 Q3	–	Sell	-13,306	Closed	-$343K	–	6473
2021 Q2	$343K	Hold	13,306	–	–	﹤0.01%	4937
2021 Q1	$328K	Hold	13,306	–	–	﹤0.01%	4920
2020 Q4	$359K	Buy	+13,306	New	+$347K	﹤0.01%	4556

Other funds holding BBN

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase's BBN Position: Q2 2026 in Review

JP Morgan Chase opened a new position in BlackRock Taxable Municipal Bond Trust (BBN) in Q2 2026: 500 shares worth $8.12K. The stake represents ﹤0.01% of the portfolio and ranks #6971 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in BBN as recently as Q3 2025.

JP Morgan Chase first reported a position in BBN in Q4 2020 and has held it in 8 quarters since. The position peaked at $687K in Q1 2023. 119 funds tracked by Wall St. Rank hold BBN as of Q2 2026.

JP Morgan Chase held 500 shares of BlackRock Taxable Municipal Bond Trust worth $8.12K as of Q2 2026.
BlackRock Taxable Municipal Bond Trust was a new JP Morgan Chase position in Q2 2026.
BlackRock Taxable Municipal Bond Trust made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6971 holding.
JP Morgan Chase first reported a position in BlackRock Taxable Municipal Bond Trust in Q4 2020 and has held it in 8 quarters since.
JP Morgan Chase's BlackRock Taxable Municipal Bond Trust position peaked at $687K in Q1 2023.
119 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.