JP Morgan Chase
BFK

JP Morgan Chase’s BlackRock Municipal Income Trust BFK Stock Holding History

JP Morgan Chase’s Portfolio BFK Stock Details BFK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,301
Closed -$54.8K – 7339
2024
Q1 		$54.8K Sell
5,301
-5,999
-53% -$61.4K ﹤0.01% 5906
2023
Q4 		$114K Sell
11,300
-435
-4% -$4.1K ﹤0.01% 5675
2023
Q3 		$104K Buy
+11,735
New +$114K ﹤0.01% 5450

Other funds holding BFK

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

JP Morgan Chase's BFK Position: Q2 2024 in Review

JP Morgan Chase sold out of BlackRock Municipal Income Trust (BFK) in Q2 2024, closing a stake of 5,301 shares — an estimated $54.8K sold.

JP Morgan Chase first reported a position in BFK in Q3 2023 and held it in 3 quarters. The position peaked at $114K in Q4 2023. 89 funds tracked by Wall St. Rank hold BFK as of Q2 2024.

  • JP Morgan Chase reported no remaining BlackRock Municipal Income Trust position as of Q2 2024 after selling out during the quarter.
  • JP Morgan Chase sold 5,301 BlackRock Municipal Income Trust shares in Q2 2024, an estimated $54.8K.
  • JP Morgan Chase first reported a position in BlackRock Municipal Income Trust in Q3 2023 and held it in 3 quarters.
  • JP Morgan Chase's BlackRock Municipal Income Trust position peaked at $114K in Q4 2023.
  • 89 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q2 2024.

Based on JP Morgan Chase's 13F filing for Q2 2024, filed 12 Aug 2024.