JP Morgan Chase
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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
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

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase's BCAT Position: Q2 2025 in Review

JP Morgan Chase sold out of BlackRock Capital Allocation Term Trust (BCAT) in Q2 2025, closing a stake of 277 shares — an estimated $3.99K sold.

JP Morgan Chase first reported a position in BCAT in Q4 2022 and held it in 8 quarters. The position peaked at $1.67M in Q1 2023. 91 funds tracked by Wall St. Rank hold BCAT as of Q2 2025.

  • JP Morgan Chase reported no remaining BlackRock Capital Allocation Term Trust position as of Q2 2025 after selling out during the quarter.
  • JP Morgan Chase sold 277 BlackRock Capital Allocation Term Trust shares in Q2 2025, an estimated $3.99K.
  • JP Morgan Chase first reported a position in BlackRock Capital Allocation Term Trust in Q4 2022 and held it in 8 quarters.
  • JP Morgan Chase's BlackRock Capital Allocation Term Trust position peaked at $1.67M in Q1 2023.
  • 91 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q2 2025.

Based on JP Morgan Chase's 13F filing for Q2 2025, filed 12 Aug 2025.