JP Morgan Chase
MCR

JP Morgan Chase’s MFS Charter Income Trust MCR Stock Holding History

JP Morgan Chase’s Portfolio MCR Stock Details MCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.68K Hold
285
– – ﹤0.01% 7046
2025
Q4 		$1.79K Hold
285
– – ﹤0.01% 6963
2025
Q3 		$1.83K Sell
285
-1,164
-80% -$7.42K ﹤0.01% 6931
2025
Q2 		$9.22K Buy
1,449
+164
+13% +$1.02K ﹤0.01% 6326
2025
Q1 		$8.06K Hold
1,285
– – ﹤0.01% 6350
2024
Q4 		$8.2K Hold
1,285
– – ﹤0.01% 6424
2024
Q3 		$8.44K Hold
1,285
– – ﹤0.01% 6398
2024
Q2 		$8.06K Hold
1,285
– – ﹤0.01% 6299
2024
Q1 		$8.15K Sell
1,285
-7,570
-85% -$48.2K ﹤0.01% 6373
2023
Q4 		$57.2K Buy
8,855
+6,068
+218% +$36.6K ﹤0.01% 5957
2023
Q3 		$16.3K Buy
2,787
+2,691
+2,803% +$16.5K ﹤0.01% 6118
2023
Q2 		$606 Buy
96
+29
+43% +$180 ﹤0.01% 6524
2023
Q1 		$0 Sell
67
-9,303
-99% -$60.4K ﹤0.01% 7025
2022
Q4 		$58K Buy
+9,370
New +$59.7K ﹤0.01% 5570
2019
Q1 		– Sell
-887
Closed -$7K – 5932
2018
Q4 		$7K Buy
+887
New +$6.58K ﹤0.01% 5493

Other funds holding MCR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

JP Morgan Chase held its MFS Charter Income Trust (MCR) position steady in Q1 2026 at 285 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #7046.

JP Morgan Chase first reported a position in MCR in Q4 2018 and has held it in 15 quarters since. The position peaked at $58K in Q4 2022. 66 funds tracked by Wall St. Rank hold MCR as of Q1 2026.

  • JP Morgan Chase held 285 shares of MFS Charter Income Trust worth $1.68K as of Q1 2026.
  • JP Morgan Chase left its MFS Charter Income Trust share count unchanged in Q1 2026.
  • MFS Charter Income Trust made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #7046 holding.
  • JP Morgan Chase first reported a position in MFS Charter Income Trust in Q4 2018 and has held it in 15 quarters since.
  • JP Morgan Chase's MFS Charter Income Trust position peaked at $58K in Q4 2022.
  • 66 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q1 2026.

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