JP Morgan Private Wealth Advisors’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BSTZ Stock Details BSTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$912K	Sell	55,296 -5,392	-9%	-$95.3K	﹤0.01%	1010
2023 Q2	$1.1M	Sell	60,688 -8,448	-12%	-$145K	0.01%	738
2023 Q1	$1.29M	Sell	69,136 -7,793	-10%	-$137K	﹤0.01%	1048
2022 Q4	$1.2M	Sell	76,929 -110,955	-59%	-$1.89M	﹤0.01%	1061
2022 Q3	$3.31M	Buy	187,884 +18,575	+11%	+$383K	0.01%	678
2022 Q2	$3.32M	Sell	169,309 -1,252	-0.7%	-$29.4K	0.01%	683
2022 Q1	$5.01M	Buy	170,561 +8,894	+6%	+$265K	0.01%	613
2021 Q4	$6.29M	Hold	161,667	–	–	0.01%	556
2021 Q3	$6.24M	Hold	161,667	–	–	0.02%	541
2021 Q2	$6.74M	Buy	161,667 +150,967	+1,411%	+$5.72M	0.02%	511
2021 Q1	$382K	Sell	10,700 -4,450	-29%	-$162K	﹤0.01%	1426
2020 Q4	$551K	Buy	15,150 +3,750	+33%	+$116K	﹤0.01%	1257
2020 Q3	$292K	Buy	11,400 +1,400	+14%	+$35K	﹤0.01%	1373
2020 Q2	$227K	Sell	10,000 -5,800	-37%	-$118K	﹤0.01%	1417
2020 Q1	$264K	Buy	15,800 +1,000	+7%	+$19.6K	﹤0.01%	1178
2019 Q4	$303K	Hold	14,800	–	–	﹤0.01%	1237
2019 Q3	$307K	Buy	+14,800	New	+$315K	﹤0.01%	1183

Other funds holding BSTZ

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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BSTZ Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its BlackRock Science and Technology Term Trust (BSTZ) stake by 8.9% in Q3 2023, selling an estimated $95.3K and leaving 55,296 shares worth $912K. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

JP Morgan Private Wealth Advisors first reported a position in BSTZ in Q3 2019 and has held it in 17 quarters since. The position peaked at $6.74M in Q2 2021. 104 funds tracked by Wall St. Rank hold BSTZ as of Q3 2023.

JP Morgan Private Wealth Advisors held 55,296 shares of BlackRock Science and Technology Term Trust worth $912K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 5,392 BlackRock Science and Technology Term Trust shares in Q3 2023, an estimated $95.3K.
BlackRock Science and Technology Term Trust made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1010 holding.
JP Morgan Private Wealth Advisors first reported a position in BlackRock Science and Technology Term Trust in Q3 2019 and has held it in 17 quarters since.
JP Morgan Private Wealth Advisors's BlackRock Science and Technology Term Trust position peaked at $6.74M in Q2 2021.
104 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.