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Who

JPMorgan Chase Bank, N.A.

10% owner

Company insider

Files Form 4 as: 10% owner, DWS Municipal Income Trust; 10% owner, Nuveen Municipal Credit Opportunities Fund; 10% owner, PIMCO California Municipal Income Fund; 10% owner, Pimco New York Municipal Income Fund II; 10% owner, MFS High Yield Municipal Trust; 10% owner, MFS Investment Grade Municipal Trust; 10% owner, MFS High Income Municipal Trust; 10% owner, Aberdeen Municipal Income Fund.

Every Form 4 they filed

In numbers

Trades disclosed
164
Buys
2
Sells
28
Bought
$90.0M
Sold
$2.3B
Companies
46
Companies where not an officer
46
First trade
23 Feb 2012
Last trade
14 Oct 2026
Last filed
16 Oct 2026

Companies traded

Everywhere else they filed: board seats, 10% stakes, other companies
KTF DWS Municipal Income Trust10% owner · Funds, Shells & SPACs · last 14 Oct 20260 buys · 0 sells
NMCO Nuveen Municipal Credit Opportunities Fund10% owner · Funds, Shells & SPACs · last 1 Oct 20260 buys · 0 sells
PCQ PIMCO California Municipal Income Fund10% owner · Funds, Shells & SPACs · last 24 Aug 20260 buys · 0 sells
PNI Pimco New York Municipal Income Fund II10% owner · Funds, Shells & SPACs · last 24 Aug 20260 buys · 0 sells
MFS High Income Municipal Trust10% owner · last 8 Jun 20260 buys · 1 sell
MFS High Yield Municipal Trust10% owner · last 8 Jun 20260 buys · 1 sell
MFM Aberdeen Municipal Income Fund10% owner · Funds, Shells & SPACs · last 8 Jun 20260 buys · 0 sells
MFS Investment Grade Municipal Trust10% owner · last 8 Jun 20260 buys · 0 sells
IQI Invesco Quality Municipal Income Trust10% owner · Funds, Shells & SPACs · last 15 May 20260 buys · 1 sell
PML Pimco Municipal Income Fund II10% owner · Funds, Shells & SPACs · last 23 Feb 20260 buys · 0 sells
NAC Nuveen California Quality Municipal Income Fund10% owner · Funds, Shells & SPACs · last 17 Dec 20250 buys · 0 sells
IIM Invesco Value Municipal Income Trust10% owner · Funds, Shells & SPACs · last 4 Sep 20252 buys · 0 sells

Activity over time

1 Nov 2024 – 1 Oct 2026
101Nov 24May 25Nov 25Apr 26Oct 26

Buys above the line, sells below, each month.

Every trade

TradedCompanyWhatAmount
14 Oct 2026filed 16 Oct 2026KTF DWS Municipal Income TrustFunds, Shells & SPACsSEC FORM 4 Code J—3,800filing
1 Oct 2026filed 5 Oct 2026NMCO Nuveen Municipal Credit Opportunities FundFunds, Shells & SPACsSEC FORM 4 Code J—990filing
1 Oct 2026filed 5 Oct 2026NMCO Nuveen Municipal Credit Opportunities FundFunds, Shells & SPACsSEC FORM 4 Code J—990filing
24 Aug 2026filed 25 Aug 2026PCQ PIMCO California Municipal Income FundFunds, Shells & SPACsSEC FORM 4 Code J—790filing
24 Aug 2026filed 25 Aug 2026PCQ PIMCO California Municipal Income FundFunds, Shells & SPACsSEC FORM 4 Code J—790filing
24 Aug 2026filed 25 Aug 2026PNI Pimco New York Municipal Income Fund IIFunds, Shells & SPACsSEC FORM 4 Code J—149filing
24 Aug 2026filed 25 Aug 2026PNI Pimco New York Municipal Income Fund IIFunds, Shells & SPACsSEC FORM 4 Code J—149filing
8 Jun 2026filed 9 Jun 2026MFS High Yield Municipal TrustSEC FORM 4 Code J—330filing
8 Jun 2026filed 9 Jun 2026Mfs High Yield Municipal TrustSEC FORM 4 Code J—330filing
8 Jun 2026filed 9 Jun 2026MFS Investment Grade Municipal TrustSEC FORM 4 Code J—252filing
8 Jun 2026filed 9 Jun 2026Mfs Investment Grade Municipal TrustSEC FORM 4 Code J—252filing
8 Jun 2026filed 9 Jun 2026MFS High Income Municipal TrustSEC FORM 4 Code J—692filing
8 Jun 2026filed 9 Jun 2026Mfs High Income Municipal TrustSEC FORM 4 Code J—692filing
8 Jun 2026filed 9 Jun 2026MFM Aberdeen Municipal Income FundFunds, Shells & SPACsSEC FORM 4 Code J—1,274filing
8 Jun 2026filed 9 Jun 2026MFM Aberdeen Municipal Income FundFunds, Shells & SPACsSEC FORM 4 Code J—1,274filing
15 May 2026filed 19 May 2026IQI Invesco Quality Municipal Income TrustFunds, Shells & SPACsSEC FORM 4 Code J—1,521filing
15 May 2026filed 19 May 2026IQI Invesco Quality Municipal Income TrustFunds, Shells & SPACsSEC FORM 4 Code J—1,521filing
15 May 2026filed 19 May 2026IQI Invesco Quality Municipal Income TrustFunds, Shells & SPACsSEC FORM 4 Code J—1,521filing
15 May 2026filed 19 May 2026IQI Invesco Quality Municipal Income TrustFunds, Shells & SPACsSEC FORM 4 Code J—1,521filing
8 May 2026filed 12 May 2026MFS Investment Grade Municipal TrustSEC FORM 4 Code J—120filing

News

BlackRock MuniHoldings Fund, Inc. (NYSE:MHD) Sees Large Drop in Short InterestMHD · dailypolitical.com · 17 Oct 2026Invvlu Mu Incm (NYSE:IIM) Sees Large Decline in Short InterestIIM · themarketsdaily.com · 13 Oct 2026

0 headlines in the last 90 days name JPMorgan Chase Bank, N.A.; 2 articles from the last 14 days about the 5 companies they traded most, at most three about any one of them.

Sectors

Financials9
Not placed21

Buys in green, sells in red, by the company’s sector.

Related people

BANK OF AMERICA CORP /DE/10% owner · 10% owner at Pimco California Municipal Income Fund, filing Form 4 there in the last year
Michael S. HamiltonOther role · Other at Nuveen Municipal Credit Opportunities Fund, filing Form 4 there in the last year
Phillip GoldsteinSecretary · 10% owner at Mfs High Yield Municipal Trust, filing Form 4 there in the last year
Bulldog Investors, LLP10% owner · 10% owner at Mfs High Yield Municipal Trust, filing Form 4 there in the last year
Terence J. TothOther role · Other at Nuveen Municipal Credit Opportunities Fund, filing Form 4 there in the last year
Young L. RobertOther role · Also traded NZF in the last 90 days
Timothy M. O'ReillyOther role · Also traded IQI in the last 90 days