JP Morgan Chase
LEO

JP Morgan Chase’s BNY Mellon Strategic Municipals LEO Stock Holding History

JP Morgan Chase’s Portfolio LEO Stock Details LEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.6K Buy
+4,091
New +$26.1K ﹤0.01% 6647
2023
Q2 		– Sell
-1,220
Closed -$8K – 7153
2023
Q1 		$8K Sell
1,220
-5,564
-82% -$35.1K ﹤0.01% 6167
2022
Q4 		$41K Buy
+6,784
New +$41.5K ﹤0.01% 5689
2020
Q1 		– Sell
-1
Closed – – 5529
2019
Q4 		$0 Buy
+1
New +$9 ﹤0.01% 5764
2018
Q1 		– Sell
-3,000
Closed -$26K – 5516
2017
Q4 		$26K Hold
3,000
– – ﹤0.01% 5099
2017
Q3 		$26K Hold
3,000
– – ﹤0.01% 4601
2017
Q2 		$27K Hold
3,000
– – ﹤0.01% 4477
2017
Q1 		$26K Hold
3,000
– – ﹤0.01% 4673
2016
Q4 		$25K Hold
3,000
– – ﹤0.01% 4668
2016
Q3 		$28K Hold
3,000
– – ﹤0.01% 4137
2016
Q2 		$29K Hold
3,000
– – ﹤0.01% 4160
2016
Q1 		$27K Hold
3,000
– – ﹤0.01% 4027
2015
Q4 		$26K Buy
+3,000
New +$25K ﹤0.01% 4036

Other funds holding LEO

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

JP Morgan Chase's LEO Position: Q2 2026 in Review

JP Morgan Chase opened a new position in BNY Mellon Strategic Municipals (LEO) in Q2 2026: 4,091 shares worth $26.6K. The stake represents ﹤0.01% of the portfolio and ranks #6647 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in LEO as recently as Q1 2023.

JP Morgan Chase first reported a position in LEO in Q4 2015 and has held it in 13 quarters since. The position peaked at $41K in Q4 2022. 101 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

  • JP Morgan Chase held 4,091 shares of BNY Mellon Strategic Municipals worth $26.6K as of Q2 2026.
  • BNY Mellon Strategic Municipals was a new JP Morgan Chase position in Q2 2026.
  • BNY Mellon Strategic Municipals made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6647 holding.
  • JP Morgan Chase first reported a position in BNY Mellon Strategic Municipals in Q4 2015 and has held it in 13 quarters since.
  • JP Morgan Chase's BNY Mellon Strategic Municipals position peaked at $41K in Q4 2022.
  • 101 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.