JPMorgan Chase Bank, National Association

Activist investor & 5%+ owner · SC 13D/13G filings

Total Filings

48

Stocks Covered

0

Latest Filing

Mar 2, 2026

Filings

N/A

PIMCO Municipal Income Fund II

SC 13G/A · Mar 2, 2026

0.0%

0 shares

N/A

Nuveen California Quality Municipal Income Fund

SC 13G/A · Jan 14, 2026

14.9%

1K shares

N/A

Invesco Value Municipal Income Trust

SC 13G/A · Sep 8, 2025

100.0%

2K shares

N/A

Invesco Trust for Investment Grade Municipals

SC 13G/A · Sep 8, 2025

100.0%

2K shares

N/A

Invesco Municipal Opportunity Trust

SC 13G/A · Sep 8, 2025

100.0%

3K shares

N/A

PIMCO California Municipal Income Fund II

SC 13G/A · Sep 2, 2025

0.0%

0 shares

N/A

PIMCO California Municipal Income Fund

SC 13G/A · Sep 2, 2025

19.7%

790 shares

N/A

PIMCO Municipal Income Fund II

SC 13G/A · Sep 2, 2025

16.6%

1K shares

N/A

PIMCO Municipal Income Fund

SC 13G/A · Sep 2, 2025

0.0%

0 shares

N/A

PIMCO California Municipal Income Fund III

SC 13G/A · Sep 2, 2025

0.0%

0 shares

N/A

PIMCO Municipal Income Fund III

SC 13G/A · Sep 2, 2025

0.0%

0 shares

N/A

PIMCO New York Municipal Income Fund II

SC 13G/A · Sep 2, 2025

11.3%

149 shares

N/A

Invesco Quality Municipal Income Trust

SC 13G/A · Jun 2, 2025

100.0%

2K shares

N/A

Nuveen Municipal Credit Opportunities Fund

SC 13G/A · May 20, 2025

24.5%

990 shares

N/A

Nuveen Municipal Credit Opportunities Fund

SC 13G/A · May 5, 2025

24.5%

990 shares

N/A

DWS Strategic Municipal Income Trust

SC 13G/A · Nov 1, 2024

0.0%

0 shares

N/A

BlackRock MuniVest Fund, Inc.

SC 13G/A · Jan 5, 2024

0.0%

0 shares

N/A

BlackRock MuniVest Fund II, Inc.

SC 13G/A · Jan 5, 2024

0.0%

0 shares

N/A

BlackRock MuniHoldings Quality Fund II, Inc.

SC 13G/A · Jan 5, 2024

0.0%

0 shares

N/A

BlackRock Municipal Income Trust

SC 13G/A · Jan 5, 2024

0.0%

0 shares

N/A

BlackRock Municipal Income Trust II

SC 13G/A · Jan 5, 2024

0.0%

0 shares

N/A

BlackRock MuniHoldings Fund, Inc.

SC 13G/A · Jan 5, 2024

0.0%

0 shares

N/A

BlackRock Municipal Income Quality Trust

SC 13G/A · Jan 5, 2024

0.0%

0 shares

N/A

BlackRock MuniYield Quality Fund II, Inc.

SC 13G/A · Jan 5, 2024

0.0%

0 shares

N/A

BlackRock Investment Quality Municipal Trust, Inc.

SC 13G/A · Jan 5, 2024

0.0%

0 shares

N/A

DWS Municipal Income Trust

SC 13G/A · Dec 1, 2023

100.0%

4K shares

N/A

BlackRock MuniHoldings Quality Fund II, Inc.

SC 13G/A · Dec 1, 2023

100.0%

780 shares

N/A

Nuveen Municipal Credit Opportunities Fund

SC 13G/A · Dec 1, 2023

26.5%

1K shares

N/A

MFS High Yield Municipal Trust

SC 13G/A · Dec 1, 2023

100.0%

600 shares

N/A

BlackRock Investment Quality Municipal Trust, Inc.

SC 13G/A · Dec 1, 2023

100.0%

678 shares

N/A

MFS High Income Municipal Trust

SC 13G/A · Dec 1, 2023

100.0%

815 shares

N/A

BlackRock MuniVest Fund, Inc.

SC 13G/A · Dec 1, 2023

100.0%

2K shares

N/A

BlackRock MuniHoldings Fund, Inc.

SC 13G/A · Dec 1, 2023

100.0%

2K shares

N/A

MFS Investment Grade Municipal Trust

SC 13G/A · Dec 1, 2023

100.0%

438 shares

N/A

BlackRock Municipal Income Trust

SC 13G/A · Dec 1, 2023

100.0%

2K shares

N/A

BlackRock MuniVest Fund II, Inc.

SC 13G/A · Dec 1, 2023

100.0%

777 shares

N/A

BlackRock Municipal Income Quality Trust

SC 13G/A · Dec 1, 2023

100.0%

976 shares

N/A

BlackRock MuniYield Quality Fund II, Inc.

SC 13G/A · Dec 1, 2023

100.0%

786 shares

N/A

BlackRock Municipal Income Trust II

SC 13G/A · Dec 1, 2023

100.0%

2K shares

N/A

Nuveen Municipal Credit Income Fund

SC 13G/A · Oct 6, 2023

0.0%

0 shares

N/A

DTF Tax-Free Income 2028 Term Fund Inc.

SC 13G/A · Aug 2, 2023

0.0%

0 shares

N/A

DTF Tax-Free Income 2028 Term Fund Inc.

SC 13G/A · Jul 10, 2023

100.0%

150 shares

N/A

MFS High Yield Municipal Trust

SC 13G/A · Dec 6, 2022

100.0%

700 shares

N/A

PIMCO Flexible Municipal Income Fund

SC 13G/A · Dec 6, 2022

25.0%

1K shares

N/A

MFS High Income Municipal Trust

SC 13G/A · Dec 6, 2022

100.0%

865 shares

N/A

DTF Tax-Free Income 2028 Term Fund Inc.

SC 13G/A · Dec 6, 2022

100.0%

400 shares

N/A

Invesco Quality Municipal Income Trust

SC 13G/A · Dec 6, 2022

100.0%

2K shares

N/A

BLACKROCK MUNICIPAL INCOME FUND, INC.

SC 13G/A · May 4, 2022

0.0%

0 shares