JP Morgan Chase
BCV

JP Morgan Chase’s Bancroft Fund BCV Stock Holding History

JP Morgan Chase’s Portfolio BCV Stock Details BCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,496
Closed -$26.1K – 7077
2025
Q1 		$26.1K Buy
+1,496
New +$27.1K ﹤0.01% 6077
2023
Q4 		– Sell
-2,002
Closed -$31.6K – 7513
2023
Q3 		$31.6K Buy
2,002
+730
+57% +$12.3K ﹤0.01% 5948
2023
Q2 		$21.7K Sell
1,272
-3,195
-72% -$52.9K ﹤0.01% 5902
2023
Q1 		$76K Buy
+4,467
New +$79.3K ﹤0.01% 5543

Other funds holding BCV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BI
Beckerman Institutional Ocean Grove, New Jersey $188M AUM 15.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

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

JP Morgan Chase sold out of Bancroft Fund (BCV) in Q2 2025, closing a stake of 1,496 shares — an estimated $26.1K sold.

JP Morgan Chase first reported a position in BCV in Q1 2023 and held it in 4 quarters. The position peaked at $76K in Q1 2023. 37 funds tracked by Wall St. Rank hold BCV as of Q2 2025.

  • JP Morgan Chase reported no remaining Bancroft Fund position as of Q2 2025 after selling out during the quarter.
  • JP Morgan Chase sold 1,496 Bancroft Fund shares in Q2 2025, an estimated $26.1K.
  • JP Morgan Chase first reported a position in Bancroft Fund in Q1 2023 and held it in 4 quarters.
  • JP Morgan Chase's Bancroft Fund position peaked at $76K in Q1 2023.
  • 37 funds tracked by Wall St. Rank held Bancroft Fund as of Q2 2025.

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