JP Morgan Chase
BHK icon

JP Morgan Chase’s BlackRock Core Bond Trust BHK Stock Holding History

JP Morgan Chase’s Portfolio BHK Stock Details BHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-300
Closed -$2.75K – 8247
2026
Q2 		$2.75K Sell
300
-300
-50% -$2.72K ﹤0.01% 7172
2026
Q1 		$5.39K Buy
600
+100
+20% +$946 ﹤0.01% 6878
2025
Q4 		$4.8K Buy
500
+300
+150% +$2.91K ﹤0.01% 6817
2025
Q3 		$1.99K Sell
200
-1,000
-83% -$9.7K ﹤0.01% 6921
2025
Q2 		$11.7K Buy
1,200
+1,000
+500% +$10.1K ﹤0.01% 6281
2025
Q1 		$2.17K Buy
200
+100
+100% +$1.06K ﹤0.01% 6536
2024
Q4 		$1.05K Buy
+100
New +$1.13K ﹤0.01% 6723
2024
Q3 		– Sell
-100
Closed -$1.06K – 7420
2024
Q2 		$1.06K Buy
+100
New +$1.06K ﹤0.01% 6607
2023
Q4 		– Sell
-6,533
Closed -$64.9K – 7522
2023
Q3 		$64.9K Sell
6,533
-4,993
-43% -$52.1K ﹤0.01% 5707
2023
Q2 		$123K Sell
11,526
-3,132
-21% -$33.5K ﹤0.01% 5370
2023
Q1 		$159K Buy
14,658
+14,640
+81,333% +$161K ﹤0.01% 5191
2022
Q4 		$0 Buy
+18
New +$188 ﹤0.01% 6545

Other funds holding BHK

Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.34B AUM 3.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
RHS Financial
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

JP Morgan Chase's BHK Position: Q3 2026 in Review

JP Morgan Chase sold out of BlackRock Core Bond Trust (BHK) in Q3 2026, closing a stake of 300 shares — an estimated $2.75K sold.

JP Morgan Chase first reported a position in BHK in Q4 2022 and held it in 12 quarters. The position peaked at $159K in Q1 2023. 83 funds tracked by Wall St. Rank hold BHK as of Q3 2026.

  • JP Morgan Chase reported no remaining BlackRock Core Bond Trust position as of Q3 2026 after selling out during the quarter.
  • JP Morgan Chase sold 300 BlackRock Core Bond Trust shares in Q3 2026, an estimated $2.75K.
  • JP Morgan Chase first reported a position in BlackRock Core Bond Trust in Q4 2022 and held it in 12 quarters.
  • JP Morgan Chase's BlackRock Core Bond Trust position peaked at $159K in Q1 2023.
  • 83 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q3 2026.

Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.