JP Morgan Chase’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-11	Closed	-$119	–	7555
2025 Q4	$119	Buy	+11	New	+$120	﹤0.01%	7195
2022 Q4	–	Sell	-28,145	Closed	-$269K	–	6567
2022 Q3	$269K	Buy	28,145 +28,127	+156,261%	+$309K	﹤0.01%	4805
2022 Q2	$0	Sell	18 -562	-97%	-$6.42K	﹤0.01%	6477
2022 Q1	$7K	Buy	+580	New	+$7.66K	﹤0.01%	6263
2018 Q4	–	Sell	-223	Closed	-$3K	–	5694
2018 Q3	$3K	Buy	+223	New	+$2.73K	﹤0.01%	5584
2013 Q3	–	Sell	-15,339	Closed	-$199K	–	4371
2013 Q2	$199K	Buy	+15,339	New	+$213K	﹤0.01%	3987

Other funds holding BTZ

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

JP Morgan Chase's BTZ Position: Q1 2026 in Review

JP Morgan Chase sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2026, closing a stake of 11 shares — an estimated $119 sold.

JP Morgan Chase first reported a position in BTZ in Q2 2013 and held it in 6 quarters. The position peaked at $269K in Q3 2022. 154 funds tracked by Wall St. Rank hold BTZ as of Q1 2026.

JP Morgan Chase reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2026 after selling out during the quarter.
JP Morgan Chase sold 11 BlackRock Credit Allocation Income Trust shares in Q1 2026, an estimated $119.
JP Morgan Chase first reported a position in BlackRock Credit Allocation Income Trust in Q2 2013 and held it in 6 quarters.
JP Morgan Chase's BlackRock Credit Allocation Income Trust position peaked at $269K in Q3 2022.
154 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.