Investor JPMorgan Chase Bank, N.A.
13D/G Filings

This page shows a list of all the recent 13D/G filings made by JPMorgan Chase Bank, N.A. . Schedule 13D is commonly referred to as a “beneficial ownership report.” The term "beneficial owner" is defined under SEC rules. It includes any person who directly or indirectly shares voting power or investment power (the power to sell the security).

When a person or group of persons acquires beneficial ownership of more than 5% of a voting class of a company’s equity securities, they are required to file a Schedule 13D within ten days after the purchase. Click the link icon to see the full transaction history.

Date Form Target Prev
Shares
Current
Shares
Change
(Percent)
Ownership
(Percent)
Change
(Percent)
2025-09-08 13G/A 1,681
2025-09-08 13G/A 1,823
2025-09-08 13G/A 2,500
2025-09-02 13G/A 0
2025-09-02 13G/A 790
2025-09-02 13G/A 1,212
2025-09-02 13G/A 0
2025-09-02 13G/A 0
2025-09-02 13G/A 0
2025-09-02 13G/A 149
2025-06-02 13G/A 1,521
2025-05-20 13G/A 990
2025-05-05 13G/A 990
2024-11-01 13G/A KSM / DWS Strategic Municipal Income Trust 700 0
2024-10-01 13G/A CXE / MFS High Income Municipal Trust 692 692
2024-10-01 13G/A CXH / MFS Investment Grade Municipal Trust 372 372
2024-09-03 13G/A CXH / MFS Investment Grade Municipal Trust 438 372
2024-09-03 13G/A CXE / MFS High Income Municipal Trust 815 692
2024-09-03 13G/A MFM / MFS Municipal Income Trust 1,138 967
2024-09-03 13G/A CMU / MFS High Yield Municipal Trust 600 510
2024-08-07 13G/A PMF / PIMCO Municipal Income Fund 182 182
2024-08-07 13G/A PMX / PIMCO Municipal Income Fund III 343 343
2024-08-07 13G/A PML / PIMCO Municipal Income Fund II 687 687
2024-07-03 13G PMX / PIMCO Municipal Income Fund III 343
2024-07-03 13G PML / PIMCO Municipal Income Fund II 687
2024-07-03 13G PMF / PIMCO Municipal Income Fund 182
2024-06-04 13G/A VGM / Invesco Trust for Investment Grade Municipals 2,733 2,323
2024-06-04 13G/A VMO / Invesco Municipal Opportunity Trust 3,676 3,124
2024-06-04 13G/A IIM / Invesco Value Municipal Income Trust 2,331 1,981
2024-06-04 13G/A IQI / Invesco Quality Municipal Income Trust 2,105 1,789
2024-02-01 13G 250
2024-01-05 13G/A MVF / BlackRock MuniVest Fund, Inc. 1,536 0
2024-01-05 13G/A MVT / BlackRock MuniVest Fund II, Inc. 777 0
2024-01-05 13G/A MUE / BlackRock MuniHoldings Quality Fund II, Inc. 780 0
2024-01-05 13G/A BFK / BlackRock Municipal Income Trust 1,541 0
2024-01-05 13G/A BLE / BlackRock Municipal Income Trust II 1,741 0
2024-01-05 13G/A MHD / BlackRock MuniHoldings Fund, Inc. 2,140 0
2024-01-05 13G/A BYM / BlackRock Municipal Income Quality Trust 976 0
2024-01-05 13G/A MQT / BlackRock MuniYield Quality Fund II, Inc. 786 0
2024-01-05 13G/A BKN / BlackRock Investment Quality Municipal Trust Inc. 678 0
2023-12-01 13G/A KTF / DWS Municipal Income Trust 3,975 3,800
2023-12-01 13G/A MUE / BlackRock MuniHoldings Quality Fund II, Inc. 1,310 780
2023-12-01 13G/A CMU / MFS High Yield Municipal Trust 700 600
2023-12-01 13G/A BKN / BlackRock Investment Quality Municipal Trust Inc. 1,259 678
2023-12-01 13G/A CXE / MFS High Income Municipal Trust 865 815
2023-12-01 13G/A MVF / BlackRock MuniVest Fund, Inc. 2,438 1,536
2023-12-01 13G/A DMB / BNY Mellon Municipal Bond Infrastructure Fund, Inc. 750 750
2023-12-01 13G/A KTF / DWS Municipal Income Trust 3,975 600
2023-12-01 13G/A MHD / BlackRock MuniHoldings Fund, Inc. 3,478 2,140
2023-12-01 13G/A CXH / MFS Investment Grade Municipal Trust 488 438
2023-12-01 13G/A BFK / BlackRock Municipal Income Trust 2,708 1,541
2023-12-01 13G/A MVT / BlackRock MuniVest Fund II, Inc. 1,400 777
2023-12-01 13G/A BYM / BlackRock Municipal Income Quality Trust 1,372 976
2023-12-01 13G/A MQT / BlackRock MuniYield Quality Fund II, Inc. 1,165 786
2023-12-01 13G/A BLE / BlackRock Municipal Income Trust II 3,027 1,741
2023-10-06 13G/A NZF / Nuveen Municipal Credit Income Fund 3,360 0
2023-08-02 13G/A DTF / DTF Tax-Free Income 2028 Term Fund Inc. 150 0
2023-07-10 13G/A DTF / DTF Tax-Free Income 2028 Term Fund Inc. 400 150
2022-12-06 13G/A CMU / MFS High Yield Municipal Trust 750 700
2022-12-06 13G/A 750 1,000
2022-12-06 13G/A CXE / MFS High Income Municipal Trust 975 865
2022-12-06 13G/A DTF / DTF Tax-Free Income 2028 Term Fund Inc. 650 400
2022-12-06 13G/A IQI / Invesco Quality Municipal Income Trust 2,339 2,105
2022-05-04 13G/A MUI / BlackRock Municipal Income Fund, Inc. 2,871 0
2021-08-03 13G CXH / MFS Investment Grade Municipal Trust 488
2021-08-03 13G CXE / MFS High Income Municipal Trust 975
2021-08-03 13G CMU / MFS High Yield Municipal Trust 750
2021-08-03 13G MFM / MFS Municipal Income Trust 1,138
2021-05-05 13G/A 0
2021-05-05 13G/A 0
2021-05-05 13G/A BLE / BlackRock Municipal Income Trust II 1,513 3,027
2021-05-05 13G/A 0 0
2021-04-02 13G/A MHD / BlackRock MuniHoldings Fund, Inc. 837 3,478
2021-04-01 13G 520
2021-01-11 13G/A MVF / BlackRock MuniVest Fund, Inc. 2,438 2,438
2021-01-11 13G/A 870 870
2020-12-01 13G KSM / DWS Strategic Municipal Income Trust 700
2020-12-01 13G KTF / DWS Municipal Income Trust 3,975
2020-11-04 13G DTF / DTF Tax-Free Income 2028 Term Fund Inc. 650
2020-11-04 13G 750
2020-11-04 13G DMB / BNY Mellon Municipal Bond Infrastructure Fund, Inc. 750
2020-11-04 13G IQI / Invesco Quality Municipal Income Trust 2,339
2020-07-06 13G NZF / Nuveen Municipal Credit Income Fund 0 3,360
2020-07-01 13G NAC / Nuveen California Quality Municipal Income Fund 1,589
2020-03-03 13G NMCO / Nuveen Municipal Credit Opportunities Fund 1,250
2020-01-31 13G/A US09249H1041 / BlackRock Municipal Bond Investment Trust 799
2020-01-31 13G/A US09248T1097 / Blackrock Strategic Municipal Trust 429
2020-01-31 13G/A BYM / BlackRock Municipal Income Quality Trust 1,372
2020-01-31 13G/A VGM / Invesco Trust for Investment Grade Municipals 2,733
2020-01-31 13G/A VMO / Invesco Municipal Opportunity Trust 3,676
2020-01-31 13G/A IIM / Invesco Value Municipal Income Trust 2,331 2,331
2020-01-31 13G/A MQT / BlackRock MuniYield Quality Fund II, Inc. 1,165
2020-01-31 13G/A MVT / BlackRock MuniVest Fund II, Inc. 1,400
2018-12-03 13G/A NZF / Nuveen Municipal Credit Income Fund 5,310 0
2018-01-26 13G/A US09250G1022 / BlackRock Municipal Income Investment Quality Trust 422
2018-01-26 13G/A BKN / BlackRock Investment Quality Municipal Trust Inc. 1,259
2018-01-26 13G/A BFK / BlackRock Municipal Income Trust 2,708
2018-01-26 13G/A MHD / BlackRock MuniHoldings Fund, Inc. 837
2018-01-26 13G/A MUE / BlackRock MuniHoldings Quality Fund II, Inc. 1,310
2018-01-26 13G/A / BlackRock MuniHoldings Fund II, Inc. 550
2018-01-26 13G/A BLE / BlackRock Municipal Income Trust II 1,513
2018-01-26 13G/A US09254T1007 / Blackrock Muniyield Investment Qlty Fund 565
2017-12-01 13G NZF / Nuveen Municipal Credit Income Fund 5,310
2017-07-03 13G/A IIM / Invesco Value Municipal Income Trust 2,331
2015-02-04 13G/A IIM / Invesco Value Municipal Income Trust 1,931
2013-01-09 13G MUI / BlackRock Municipal Income Fund, Inc. 2,871
2012-10-29 13G/A IMC / 0
2012-10-29 13G/A IMT / 0
2012-10-29 13G/A VMO / Invesco Municipal Opportunity Trust 3,676
2012-10-29 13G/A IIM / Invesco Value Municipal Income Trust 1,431
2012-10-29 13G/A 0
2012-06-08 13G PIA / 575
2012-06-08 13G IMC / 160
2012-06-08 13G IMT / 559
2012-06-08 13G VGM / Invesco Trust for Investment Grade Municipals 2,733
2012-06-08 13G VIM / 522
2012-06-08 13G VMO / Invesco Municipal Opportunity Trust 1,870
2012-06-08 13G IIM / Invesco Value Municipal Income Trust 712
2012-06-08 13G VKL / 709
2012-04-10 13G / BlackRock MuniHoldings Quality Fund, Inc. 870
2012-04-10 13G US09250G1022 / BlackRock Municipal Income Investment Quality Trust 422
2012-04-10 13G MHD / BlackRock MuniHoldings Fund, Inc. 837
2012-04-10 13G BYM / BlackRock Municipal Income Quality Trust 1,372
2012-04-10 13G MUE / BlackRock MuniHoldings Quality Fund II, Inc. 1,310
2012-04-10 13G BLE / BlackRock Municipal Income Trust II 1,513
2012-04-10 13G / BlackRock MuniHoldings Fund II, Inc. 550
2012-04-10 13G US09249H1041 / BlackRock Municipal Bond Investment Trust 799
2012-04-10 13G US09248T1097 / Blackrock Strategic Municipal Trust 429
2012-04-10 13G BFK / BlackRock Municipal Income Trust 2,708
2012-04-10 13G MVF / BlackRock MuniVest Fund, Inc. 2,438
2012-04-10 13G MQT / BlackRock MuniYield Quality Fund II, Inc. 1,165
2012-04-10 13G US09254T1007 / Blackrock Muniyield Investment Qlty Fund 565
2012-04-10 13G BKN / BlackRock Investment Quality Municipal Trust Inc. 1,259
2012-04-10 13G MVT / BlackRock MuniVest Fund II, Inc. 1,400