JP Morgan Chase
BFZ

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

JP Morgan Chase’s Portfolio BFZ Stock Details BFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12,866
Closed -$155K – 7410
2023
Q4 		$155K Buy
+12,866
New +$139K ﹤0.01% 5523
2023
Q2 		– Sell
-23,660
Closed -$277K – 6915
2023
Q1 		$277K Buy
23,660
+15,410
+187% +$173K ﹤0.01% 4853
2022
Q4 		$89K Buy
8,250
+8,172
+10,477% +$86.4K ﹤0.01% 5398
2022
Q3 		$1K Buy
+78
New +$881 ﹤0.01% 6300
2020
Q1 		– Sell
-665
Closed -$9K – 5301
2019
Q4 		$9K Buy
+665
New +$9K ﹤0.01% 5402

Other funds holding BFZ

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

JP Morgan Chase's BFZ Position: Q1 2024 in Review

JP Morgan Chase sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2024, closing a stake of 12,866 shares — an estimated $155K sold.

JP Morgan Chase first reported a position in BFZ in Q4 2019 and held it in 5 quarters. The position peaked at $277K in Q1 2023. 57 funds tracked by Wall St. Rank hold BFZ as of Q1 2024.

  • JP Morgan Chase reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 12,866 BlackRock CA Municipal Income Trust shares in Q1 2024, an estimated $155K.
  • JP Morgan Chase first reported a position in BlackRock CA Municipal Income Trust in Q4 2019 and held it in 5 quarters.
  • JP Morgan Chase's BlackRock CA Municipal Income Trust position peaked at $277K in Q1 2023.
  • 57 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2024.

Based on JP Morgan Chase's 13F filing for Q1 2024, filed 10 May 2024.