JP Morgan Chase
BCAT icon

JP Morgan Chase’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

JP Morgan Chase’s Portfolio BCAT Stock Details BCAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.3K Buy
+825
New +$12.7K ﹤0.01% 6841
2025
Q2 		– Sell
-277
Closed -$3.99K – 7075
2025
Q1 		$3.99K Buy
277
+268
+2,978% +$4.09K ﹤0.01% 6462
2024
Q4 		$136 Sell
9
-141
-94% -$2.27K ﹤0.01% 6963
2024
Q3 		$2.47K Sell
150
-33
-18% -$541 ﹤0.01% 6593
2024
Q2 		$3K Sell
183
-100
-35% -$1.61K ﹤0.01% 6466
2024
Q1 		$4.72K Buy
+283
New +$4.39K ﹤0.01% 6464
2023
Q3 		– Sell
-95
Closed -$1.45K – 7461
2023
Q2 		$1.45K Sell
95
-110,149
-100% -$1.65M ﹤0.01% 6399
2023
Q1 		$1.67M Buy
110,244
+72,968
+196% +$1.08M ﹤0.01% 3666
2022
Q4 		$517K Buy
+37,276
New +$526K ﹤0.01% 4485

Other funds holding BCAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

JP Morgan Chase opened a new position in BlackRock Capital Allocation Term Trust (BCAT) in Q2 2026: 825 shares worth $13.3K. The stake represents ﹤0.01% of the portfolio and ranks #6841 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in BCAT as recently as Q1 2025.

JP Morgan Chase first reported a position in BCAT in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.67M in Q1 2023. 110 funds tracked by Wall St. Rank hold BCAT as of Q2 2026.

  • JP Morgan Chase held 825 shares of BlackRock Capital Allocation Term Trust worth $13.3K as of Q2 2026.
  • BlackRock Capital Allocation Term Trust was a new JP Morgan Chase position in Q2 2026.
  • BlackRock Capital Allocation Term Trust made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6841 holding.
  • JP Morgan Chase first reported a position in BlackRock Capital Allocation Term Trust in Q4 2022 and has held it in 9 quarters since.
  • JP Morgan Chase's BlackRock Capital Allocation Term Trust position peaked at $1.67M in Q1 2023.
  • 110 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q2 2026.

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