JP Morgan Chase
BGT icon

JP Morgan Chase’s BlackRock Floating Rate Income Trust BGT Stock Holding History

JP Morgan Chase’s Portfolio BGT Stock Details BGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-24
Closed -$268 – 7434
2025
Q4 		$281 Sell
24
-7
-23% -$81 ﹤0.01% 7128
2025
Q3 		$387 Hold
31
– – ﹤0.01% 7071
2025
Q2 		$398 Sell
31
-777
-96% -$9.45K ﹤0.01% 6715
2025
Q1 		$10K Sell
808
-33
-4% -$417 ﹤0.01% 6309
2024
Q4 		$10.8K Hold
841
– – ﹤0.01% 6377
2024
Q3 		$10.9K Sell
841
-2
-0.2% -$26 ﹤0.01% 6355
2024
Q2 		$10.8K Buy
+843
New +$11K ﹤0.01% 6249
2024
Q1 		– Sell
-885
Closed -$11K – 7413
2023
Q4 		$11K Buy
885
+26
+3% +$311 ﹤0.01% 6380
2023
Q3 		$10.4K Buy
859
+645
+301% +$7.67K ﹤0.01% 6252
2023
Q2 		$2.49K Buy
+214
New +$2.42K ﹤0.01% 6302

Other funds holding BGT

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return