JP Morgan Chase’s BlackRock MuniHoldings Fund MHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$31.5K	Buy	2,669 +2,545	+2,052%	+$29.7K	﹤0.01%	6599
2026 Q1	$1.39K	Buy	+124	New	+$1.46K	﹤0.01%	7080
2025 Q2	–	Sell	-96	Closed	-$1.13K	–	7425
2025 Q1	$1.13K	Buy	+96	New	+$1.15K	﹤0.01%	6612
2024 Q2	–	Sell	-7,422	Closed	-$89.7K	–	7602
2024 Q1	$89.7K	Sell	7,422 -10,392	-58%	-$124K	﹤0.01%	5719
2023 Q4	$212K	Sell	17,814 -10,715	-38%	-$117K	﹤0.01%	5364
2023 Q3	$294K	Buy	+28,529	New	+$323K	﹤0.01%	4803
2023 Q2	–	Sell	-9,046	Closed	-$109K	–	7170
2023 Q1	$109K	Buy	+9,046	New	+$108K	﹤0.01%	5384
2019 Q1	–	Sell	-335	Closed	-$5K	–	5937
2018 Q4	$5K	Buy	+335	New	+$4.91K	﹤0.01%	5533

Other funds holding MHD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

JP Morgan Chase increased its BlackRock MuniHoldings Fund (MHD) stake by 2,052% in Q2 2026, buying an estimated $29.7K and bringing the position to 2,669 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #6599.

JP Morgan Chase first reported a position in MHD in Q4 2018 and has held it in 8 quarters since. The position peaked at $294K in Q3 2023. 167 funds tracked by Wall St. Rank hold MHD as of Q2 2026.

JP Morgan Chase held 2,669 shares of BlackRock MuniHoldings Fund worth $31.5K as of Q2 2026.
JP Morgan Chase bought 2,545 BlackRock MuniHoldings Fund shares in Q2 2026, an estimated $29.7K.
BlackRock MuniHoldings Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6599 holding.
JP Morgan Chase first reported a position in BlackRock MuniHoldings Fund in Q4 2018 and has held it in 8 quarters since.
JP Morgan Chase's BlackRock MuniHoldings Fund position peaked at $294K in Q3 2023.
167 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q2 2026.

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