JP Morgan Chase
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JP Morgan Chase’s BlackRock MuniAssets Fund MUA Stock Holding History

JP Morgan Chase’s Portfolio MUA Stock Details MUA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,521
Closed -$16K – 7048
2022
Q4 		$16K Sell
1,521
-2,494
-62% -$25.4K ﹤0.01% 5942
2022
Q3 		$41K Buy
+4,015
New +$48.2K ﹤0.01% 5611

Other funds holding MUA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase's MUA Position: Q1 2023 in Review

JP Morgan Chase sold out of BlackRock MuniAssets Fund (MUA) in Q1 2023, closing a stake of 1,521 shares — an estimated $16K sold.

JP Morgan Chase first reported a position in MUA in Q3 2022 and held it in 2 quarters. The position peaked at $41K in Q3 2022. 69 funds tracked by Wall St. Rank hold MUA as of Q1 2023.

  • JP Morgan Chase reported no remaining BlackRock MuniAssets Fund position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Chase sold 1,521 BlackRock MuniAssets Fund shares in Q1 2023, an estimated $16K.
  • JP Morgan Chase first reported a position in BlackRock MuniAssets Fund in Q3 2022 and held it in 2 quarters.
  • JP Morgan Chase's BlackRock MuniAssets Fund position peaked at $41K in Q3 2022.
  • 69 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q1 2023.

Based on JP Morgan Chase's 13F filing for Q1 2023, filed 11 May 2023.