JP Morgan Chase
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JP Morgan Chase’s BlackRock Energy and Resources Trust BGR Stock Holding History

JP Morgan Chase’s Portfolio BGR Stock Details BGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-807
Closed -$10.4K – 7397
2024
Q3 		$10.4K Buy
+807
New +$10.5K ﹤0.01% 6360
2024
Q2 		– Sell
-1,074
Closed -$14.2K – 7341
2024
Q1 		$14.2K Sell
1,074
-11,879
-92% -$148K ﹤0.01% 6286
2023
Q4 		$161K Buy
12,953
+12,755
+6,442% +$161K ﹤0.01% 5505
2023
Q3 		$2.6K Buy
+198
New +$2.5K ﹤0.01% 6501
2023
Q2 		– Sell
-32
Closed – – 6918
2023
Q1 		$0 Buy
+32
New +$400 ﹤0.01% 6692

Other funds holding BGR

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase's BGR Position: Q4 2024 in Review

JP Morgan Chase sold out of BlackRock Energy and Resources Trust (BGR) in Q4 2024, closing a stake of 807 shares — an estimated $10.4K sold.

JP Morgan Chase first reported a position in BGR in Q1 2023 and held it in 5 quarters. The position peaked at $161K in Q4 2023. 66 funds tracked by Wall St. Rank hold BGR as of Q4 2024.

  • JP Morgan Chase reported no remaining BlackRock Energy and Resources Trust position as of Q4 2024 after selling out during the quarter.
  • JP Morgan Chase sold 807 BlackRock Energy and Resources Trust shares in Q4 2024, an estimated $10.4K.
  • JP Morgan Chase first reported a position in BlackRock Energy and Resources Trust in Q1 2023 and held it in 5 quarters.
  • JP Morgan Chase's BlackRock Energy and Resources Trust position peaked at $161K in Q4 2023.
  • 66 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q4 2024.

Based on JP Morgan Chase's 13F filing for Q4 2024, filed 12 Feb 2025.