JP Morgan Chase’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-31	Closed	-$498	–	7472
2025 Q2	$498	Sell	31 -10,003	-100%	-$155K	﹤0.01%	6697
2025 Q1	$158K	Buy	10,034 +9,999	+28,569%	+$165K	﹤0.01%	5348
2024 Q4	$574	Hold	35	–	–	﹤0.01%	6789
2024 Q3	$621	Hold	35	–	–	﹤0.01%	6780
2024 Q2	$614	Hold	35	–	–	﹤0.01%	6670
2024 Q1	$608	Sell	35 -14,195	-100%	-$237K	﹤0.01%	6691
2023 Q4	$230K	Sell	14,230 -6,000	-30%	-$91.4K	﹤0.01%	5313
2023 Q3	$299K	Buy	20,230 +20,105	+16,084%	+$310K	﹤0.01%	4790
2023 Q2	$1.96K	Sell	125 -97,523	-100%	-$1.51M	﹤0.01%	6340
2023 Q1	$1.52M	Buy	97,648 +72,977	+296%	+$1.06M	﹤0.01%	3735
2022 Q4	$332K	Buy	+24,671	New	+$337K	﹤0.01%	4766

Other funds holding ECAT

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

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

JP Morgan Chase sold out of BlackRock ESG Capital Allocation Term Trust (ECAT) in Q3 2025, closing a stake of 31 shares — an estimated $498 sold.

JP Morgan Chase first reported a position in ECAT in Q4 2022 and held it in 11 quarters. The position peaked at $1.52M in Q1 2023. 74 funds tracked by Wall St. Rank hold ECAT as of Q3 2025.

JP Morgan Chase reported no remaining BlackRock ESG Capital Allocation Term Trust position as of Q3 2025 after selling out during the quarter.
JP Morgan Chase sold 31 BlackRock ESG Capital Allocation Term Trust shares in Q3 2025, an estimated $498.
JP Morgan Chase first reported a position in BlackRock ESG Capital Allocation Term Trust in Q4 2022 and held it in 11 quarters.
JP Morgan Chase's BlackRock ESG Capital Allocation Term Trust position peaked at $1.52M in Q1 2023.
74 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q3 2025.

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