JP Morgan Chase
BTA

JP Morgan Chase’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

JP Morgan Chase’s Portfolio BTA Stock Details BTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,336
Closed -$92.7K – 7543
2023
Q3 		$92.7K Buy
+10,336
New +$98.9K ﹤0.01% 5523
2023
Q1 		– Sell
-1,635
Closed -$15K – 6710
2022
Q4 		$15K Buy
+1,635
New +$15.2K ﹤0.01% 5954

Other funds holding BTA

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

JP Morgan Chase's BTA Position: Q4 2023 in Review

JP Morgan Chase sold out of BlackRock Long-Term Municipal Advantage Trust (BTA) in Q4 2023, closing a stake of 10,336 shares — an estimated $92.7K sold.

JP Morgan Chase first reported a position in BTA in Q4 2022 and held it in 2 quarters. The position peaked at $92.7K in Q3 2023. 33 funds tracked by Wall St. Rank hold BTA as of Q4 2023.

  • JP Morgan Chase reported no remaining BlackRock Long-Term Municipal Advantage Trust position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 10,336 BlackRock Long-Term Municipal Advantage Trust shares in Q4 2023, an estimated $92.7K.
  • JP Morgan Chase first reported a position in BlackRock Long-Term Municipal Advantage Trust in Q4 2022 and held it in 2 quarters.
  • JP Morgan Chase's BlackRock Long-Term Municipal Advantage Trust position peaked at $92.7K in Q3 2023.
  • 33 funds tracked by Wall St. Rank held BlackRock Long-Term Municipal Advantage Trust as of Q4 2023.

Based on JP Morgan Chase's 13F filing for Q4 2023, filed 12 Feb 2024.