JP Morgan Chase’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$102K	Buy	+3,948	New	+$109K	﹤0.01%	5823
2024 Q1	–	Sell	-17,457	Closed	-$381K	–	7446
2023 Q4	$381K	Buy	+17,457	New	+$352K	﹤0.01%	4964
2023 Q2	–	Sell	-10,766	Closed	-$258K	–	6944
2023 Q1	$258K	Buy	10,766 +6,447	+149%	+$143K	﹤0.01%	4903
2022 Q4	$90K	Buy	+4,319	New	+$89.6K	﹤0.01%	5394
2020 Q3	–	Sell	-800	Closed	-$17K	–	5489
2020 Q2	$17K	Hold	800	–	–	﹤0.01%	5059
2020 Q1	$14K	Sell	800 -1,000	-56%	-$21K	﹤0.01%	5007
2019 Q4	$40K	Hold	1,800	–	–	﹤0.01%	5186
2019 Q3	$44K	Hold	1,800	–	–	﹤0.01%	5225
2019 Q2	$40K	Buy	+1,800	New	+$38.8K	﹤0.01%	5259

Other funds holding BUI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCC

Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

JP Morgan Chase opened a new position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) in Q1 2026: 3,948 shares worth $102K. The stake represents ﹤0.01% of the portfolio and ranks #5823 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in BUI as recently as Q4 2023.

JP Morgan Chase first reported a position in BUI in Q2 2019 and has held it in 9 quarters since. The position peaked at $381K in Q4 2023. 75 funds tracked by Wall St. Rank hold BUI as of Q1 2026.

JP Morgan Chase held 3,948 shares of BlackRock Utilities, Infrastructure & Power Opportunities Trust worth $102K as of Q1 2026.
BlackRock Utilities, Infrastructure & Power Opportunities Trust was a new JP Morgan Chase position in Q1 2026.
BlackRock Utilities, Infrastructure & Power Opportunities Trust made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5823 holding.
JP Morgan Chase first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q2 2019 and has held it in 9 quarters since.
JP Morgan Chase's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $381K in Q4 2023.
75 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q1 2026.

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