JP Morgan Chase’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

JP Morgan Chase’s Portfolio BTX Stock Details BTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,965	Closed	-$14.4K	–	7781
2025 Q2	$14.4K	Buy	+1,965	New	+$13K	﹤0.01%	6250
2024 Q3	–	Sell	-395	Closed	-$2.85K	–	7741
2024 Q2	$2.85K	Buy	+395	New	+$2.92K	﹤0.01%	6478
2023 Q4	–	Sell	-25,581	Closed	-$178K	–	7927
2023 Q3	$178K	Buy	25,581 +22,581	+753%	+$172K	﹤0.01%	5133
2023 Q2	$23.6K	Sell	3,000 -133,673	-98%	-$1.01M	﹤0.01%	5887
2023 Q1	$1.1M	Buy	136,673 +108,948	+393%	+$811K	﹤0.01%	3977
2022 Q4	$189K	Buy	+27,725	New	+$198K	﹤0.01%	5063
2022 Q1	–	Sell	-1,000	Closed	-$15K	–	7091
2021 Q4	$15K	Buy	+1,000	New	+$16.6K	﹤0.01%	6270

Other funds holding BTX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

JP Morgan Chase sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q3 2025, closing a stake of 1,965 shares — an estimated $14.4K sold.

JP Morgan Chase first reported a position in BTX in Q4 2021 and held it in 7 quarters. The position peaked at $1.1M in Q1 2023. 91 funds tracked by Wall St. Rank hold BTX as of Q3 2025.

JP Morgan Chase reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q3 2025 after selling out during the quarter.
JP Morgan Chase sold 1,965 BlackRock Technology and Private Equity Term Trust shares in Q3 2025, an estimated $14.4K.
JP Morgan Chase first reported a position in BlackRock Technology and Private Equity Term Trust in Q4 2021 and held it in 7 quarters.
JP Morgan Chase's BlackRock Technology and Private Equity Term Trust position peaked at $1.1M in Q1 2023.
91 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q3 2025.

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