JP Morgan Chase
BGX

JP Morgan Chase’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

JP Morgan Chase’s Portfolio BGX Stock Details BGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-49
Closed -$608 – 7395
2025
Q2 		$608 Buy
+49
New +$591 ﹤0.01% 6679
2023
Q3 		– Sell
-3,581
Closed -$40.6K – 7463
2023
Q2 		$40.6K Buy
+3,581
New +$39.2K ﹤0.01% 5767
2022
Q3 		– Sell
-28,908
Closed -$332K – 6461
2022
Q2 		$332K Hold
28,908
– – ﹤0.01% 4787
2022
Q1 		$389K Sell
28,908
-8,500
-23% -$119K ﹤0.01% 4851
2021
Q4 		$550K Sell
37,408
-2,900
-7% -$43.7K ﹤0.01% 4769
2021
Q3 		$611K Buy
40,308
+2,690
+7% +$39.9K ﹤0.01% 4611
2021
Q2 		$569K Sell
37,618
-3,788
-9% -$54.7K ﹤0.01% 4614
2021
Q1 		$585K Buy
41,406
+4,998
+14% +$69.6K ﹤0.01% 4581
2020
Q4 		$489K Sell
36,408
-300
-0.8% -$3.94K ﹤0.01% 4379
2020
Q3 		$471K Buy
36,708
+300
+0.8% +$3.75K ﹤0.01% 4013
2020
Q2 		$439K Sell
36,408
-1,890
-5% -$21.6K ﹤0.01% 3909
2020
Q1 		$404K Sell
38,298
-29,954
-44% -$434K ﹤0.01% 3923
2019
Q4 		$1.07M Buy
68,252
+41
+0.1% +$632 ﹤0.01% 3810
2019
Q3 		$1.08M Sell
68,211
-4,960
-7% -$79.4K ﹤0.01% 3796
2019
Q2 		$1.15M Buy
73,171
+13
+0% +$202 ﹤0.01% 3770
2019
Q1 		$1.12M Sell
73,158
-13,000
-15% -$196K ﹤0.01% 3735
2018
Q4 		$1.18M Buy
86,158
+6,750
+9% +$103K ﹤0.01% 3636
2018
Q3 		$1.27M Buy
79,408
+13,000
+20% +$215K ﹤0.01% 3763
2018
Q2 		$1.09M Buy
+66,408
New +$1.1M ﹤0.01% 3778

Other funds holding BGX

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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 BGX Position: Q3 2025 in Review

JP Morgan Chase sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q3 2025, closing a stake of 49 shares — an estimated $608 sold.

JP Morgan Chase first reported a position in BGX in Q2 2018 and held it in 19 quarters. The position peaked at $1.27M in Q3 2018. 44 funds tracked by Wall St. Rank hold BGX as of Q3 2025.

  • JP Morgan Chase reported no remaining Blackstone Long-Short Credit Income Fund position as of Q3 2025 after selling out during the quarter.
  • JP Morgan Chase sold 49 Blackstone Long-Short Credit Income Fund shares in Q3 2025, an estimated $608.
  • JP Morgan Chase first reported a position in Blackstone Long-Short Credit Income Fund in Q2 2018 and held it in 19 quarters.
  • JP Morgan Chase's Blackstone Long-Short Credit Income Fund position peaked at $1.27M in Q3 2018.
  • 44 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q3 2025.

Based on JP Morgan Chase's 13F filing for Q3 2025, filed 7 Nov 2025.