JP Morgan Chase
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JP Morgan Chase’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

JP Morgan Chase’s Portfolio BIT Stock Details BIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-154
Closed -$2.31K – 7419
2023
Q4 		$2.31K Sell
154
-7,379
-98% -$108K ﹤0.01% 6700
2023
Q3 		$109K Buy
+7,533
New +$110K ﹤0.01% 5415
2023
Q2 		– Sell
-17,847
Closed -$260K – 6920
2023
Q1 		$260K Buy
+17,847
New +$264K ﹤0.01% 4897
2022
Q1 		– Sell
-8,981
Closed -$163K – 6599
2021
Q4 		$163K Buy
+8,981
New +$167K ﹤0.01% 5459
2019
Q3 		– Sell
-195
Closed -$3K – 5725
2019
Q2 		$3K Buy
+195
New +$3.3K ﹤0.01% 5663
2019
Q1 		– Sell
-4,884
Closed -$75K – 5760
2018
Q4 		$75K Buy
4,884
+2
+0% +$32 ﹤0.01% 4949
2018
Q3 		$83K Hold
4,882
– – ﹤0.01% 5019
2018
Q2 		$83K Sell
4,882
-2,300
-32% -$39.2K ﹤0.01% 4899
2018
Q1 		$121K Buy
7,182
+111
+2% +$1.95K ﹤0.01% 4532
2017
Q4 		$128K Hold
7,071
– – ﹤0.01% 4574
2017
Q3 		$132K Buy
7,071
+658
+10% +$12K ﹤0.01% 4225
2017
Q2 		$116K Buy
6,413
+3,113
+94% +$55.4K ﹤0.01% 4127
2017
Q1 		$57K Buy
3,300
+3,294
+54,900% +$56.5K ﹤0.01% 4499
2016
Q4 		$0 Buy
+6
New +$99 ﹤0.01% 4996
2016
Q2 		– Sell
-1,595
Closed -$25K – 4769
2016
Q1 		$25K Buy
+1,595
New +$24.5K ﹤0.01% 4042

Other funds holding BIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

JP Morgan Chase sold out of BlackRock Multi-Sector Income Trust (BIT) in Q1 2024, closing a stake of 154 shares — an estimated $2.31K sold.

JP Morgan Chase first reported a position in BIT in Q1 2016 and held it in 15 quarters. The position peaked at $260K in Q1 2023. 77 funds tracked by Wall St. Rank hold BIT as of Q1 2024.

  • JP Morgan Chase reported no remaining BlackRock Multi-Sector Income Trust position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 154 BlackRock Multi-Sector Income Trust shares in Q1 2024, an estimated $2.31K.
  • JP Morgan Chase first reported a position in BlackRock Multi-Sector Income Trust in Q1 2016 and held it in 15 quarters.
  • JP Morgan Chase's BlackRock Multi-Sector Income Trust position peaked at $260K in Q1 2023.
  • 77 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q1 2024.

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