JP Morgan Chase’s MFS Charter Income Trust MCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-285
| Closed | -$1.68K | – | 7945 |
|
|
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 |
|
JP Morgan Chase's MCR Position: Q2 2026 in Review
JP Morgan Chase sold out of MFS Charter Income Trust (MCR) in Q2 2026, closing a stake of 285 shares — an estimated $1.68K sold.
JP Morgan Chase first reported a position in MCR in Q4 2018 and held it in 15 quarters. The position peaked at $58K in Q4 2022. 0 funds tracked by Wall St. Rank hold MCR as of Q2 2026.
- JP Morgan Chase reported no remaining MFS Charter Income Trust position as of Q2 2026 after selling out during the quarter.
- JP Morgan Chase sold 285 MFS Charter Income Trust shares in Q2 2026, an estimated $1.68K.
- JP Morgan Chase first reported a position in MFS Charter Income Trust in Q4 2018 and held it in 15 quarters.
- JP Morgan Chase's MFS Charter Income Trust position peaked at $58K in Q4 2022.
- 0 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2026.
Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.