JP Morgan Chase
BKN

JP Morgan Chase’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History

JP Morgan Chase’s Portfolio BKN Stock Details BKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-22
Closed -$240 – 7398
2025
Q2 		$240 Buy
+22
New +$239 ﹤0.01% 6770
2024
Q2 		– Sell
-2,951
Closed -$36.6K – 7350
2024
Q1 		$36.6K Sell
2,951
-5,254
-64% -$63.1K ﹤0.01% 6048
2023
Q4 		$97.3K Buy
8,205
+7,975
+3,467% +$85.9K ﹤0.01% 5742
2023
Q3 		$2.33K Sell
230
-2,160
-90% -$24.1K ﹤0.01% 6514
2023
Q2 		$27.8K Sell
2,390
-4,997
-68% -$57.6K ﹤0.01% 5847
2023
Q1 		$89K Sell
7,387
-4,907
-40% -$59.4K ﹤0.01% 5475
2022
Q4 		$143K Buy
+12,294
New +$146K ﹤0.01% 5195

Other funds holding BKN

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

JP Morgan Chase's BKN Position: Q3 2025 in Review

JP Morgan Chase sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q3 2025, closing a stake of 22 shares — an estimated $240 sold.

JP Morgan Chase first reported a position in BKN in Q4 2022 and held it in 7 quarters. The position peaked at $143K in Q4 2022. 64 funds tracked by Wall St. Rank hold BKN as of Q3 2025.

  • JP Morgan Chase reported no remaining BlackRock Investment Quality Municipal Trust position as of Q3 2025 after selling out during the quarter.
  • JP Morgan Chase sold 22 BlackRock Investment Quality Municipal Trust shares in Q3 2025, an estimated $240.
  • JP Morgan Chase first reported a position in BlackRock Investment Quality Municipal Trust in Q4 2022 and held it in 7 quarters.
  • JP Morgan Chase's BlackRock Investment Quality Municipal Trust position peaked at $143K in Q4 2022.
  • 64 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q3 2025.

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