JP Morgan Chase
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JP Morgan Chase’s BlackRock Income Trust BKT Stock Holding History

JP Morgan Chase’s Portfolio BKT Stock Details BKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9,714
Closed -$118K – 7426
2023
Q4 		$118K Buy
9,714
+9,657
+16,942% +$110K ﹤0.01% 5653
2023
Q3 		$649 Buy
+57
New +$675 ﹤0.01% 6692
2023
Q2 		– Sell
-17,351
Closed -$218K – 6923
2023
Q1 		$218K Buy
17,351
+17,345
+289,083% +$222K ﹤0.01% 5013
2022
Q4 		$0 Buy
+6
New +$74 ﹤0.01% 6551
2019
Q3 		– Sell
-62
Closed -$1K – 5727
2019
Q2 		$1K Buy
+62
New +$1.11K ﹤0.01% 5703

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VRM
Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return

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

JP Morgan Chase sold out of BlackRock Income Trust (BKT) in Q1 2024, closing a stake of 9,714 shares — an estimated $118K sold.

JP Morgan Chase first reported a position in BKT in Q2 2019 and held it in 5 quarters. The position peaked at $218K in Q1 2023. 58 funds tracked by Wall St. Rank hold BKT as of Q1 2024.

  • JP Morgan Chase reported no remaining BlackRock Income Trust position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 9,714 BlackRock Income Trust shares in Q1 2024, an estimated $118K.
  • JP Morgan Chase first reported a position in BlackRock Income Trust in Q2 2019 and held it in 5 quarters.
  • JP Morgan Chase's BlackRock Income Trust position peaked at $218K in Q1 2023.
  • 58 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q1 2024.

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