JP Morgan Chase
BYM

JP Morgan Chase’s BlackRock Municipal Income Quality Trust BYM Stock Holding History

JP Morgan Chase’s Portfolio BYM Stock Details BYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,744
Closed -$55K – 7374
2024
Q1 		$55K Sell
4,744
-4,741
-50% -$53.9K ﹤0.01% 5904
2023
Q4 		$106K Buy
9,485
+9,137
+2,626% +$94.5K ﹤0.01% 5706
2023
Q3 		$3.43K Buy
+348
New +$3.74K ﹤0.01% 6435
2023
Q1 		– Sell
-73
Closed -$1K – 6717
2022
Q4 		$1K Sell
73
-942
-93% -$10.4K ﹤0.01% 6379
2022
Q3 		$11K Buy
+1,015
New +$12.9K ﹤0.01% 5939
2020
Q1 		– Sell
-373
Closed -$5K – 5320
2019
Q4 		$5K Buy
+373
New +$5.22K ﹤0.01% 5466
2016
Q2 		– Sell
-500
Closed -$8K – 4780
2016
Q1 		$8K Hold
500
– – ﹤0.01% 4284
2015
Q4 		$7K Buy
+500
New +$7.02K ﹤0.01% 4271

Other funds holding BYM

AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

JP Morgan Chase's BYM Position: Q2 2024 in Review

JP Morgan Chase sold out of BlackRock Municipal Income Quality Trust (BYM) in Q2 2024, closing a stake of 4,744 shares — an estimated $55K sold.

JP Morgan Chase first reported a position in BYM in Q4 2015 and held it in 8 quarters. The position peaked at $106K in Q4 2023. 63 funds tracked by Wall St. Rank hold BYM as of Q2 2024.

  • JP Morgan Chase reported no remaining BlackRock Municipal Income Quality Trust position as of Q2 2024 after selling out during the quarter.
  • JP Morgan Chase sold 4,744 BlackRock Municipal Income Quality Trust shares in Q2 2024, an estimated $55K.
  • JP Morgan Chase first reported a position in BlackRock Municipal Income Quality Trust in Q4 2015 and held it in 8 quarters.
  • JP Morgan Chase's BlackRock Municipal Income Quality Trust position peaked at $106K in Q4 2023.
  • 63 funds tracked by Wall St. Rank held BlackRock Municipal Income Quality Trust as of Q2 2024.

Based on JP Morgan Chase's 13F filing for Q2 2024, filed 12 Aug 2024.