JPMorgan Chase Bank, N.A.
CIK 835271 · last filed 2026-06-09
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
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Disclosed Exposure
$179.8K
Companies
38
Total Filings
120
Lifetime Open-Market Net
-$2.20B
Holdings By Company
Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| MFM | 10%+ Owner | 2,241 | $5.46 | $12.2K | $0 | 3 | 2026-06-09 |
| IQI | 10%+ Owner | 1,521 | $10.27 | $15.6K | $0 | 4 | 2026-05-19 |
| MFS INVESTMENT GRADE MUNICIPAL TRUST (CXH) Delisted | 10%+ Owner | 252 | $7.63 | $1.9K | $0 | 5 | 2026-05-12 |
| MFS HIGH YIELD MUNICIPAL TRUST (CMU) Delisted | 10%+ Owner | 330 | $3.36 | $1.1K | $0 | 6 | 2026-05-05 |
| PML | 10%+ Owner | 0 | $7.44 | $0 | $0 | 3 | 2026-02-25 |
| NAC | 10%+ Owner | 1,349 | $11.93 | $16.1K | $0 | 1 | 2026-01-14 |
| VGM | 10%+ Owner | 1,823 | $10.51 | $19.2K | $0 | 3 | 2025-09-08 |
| VMO | 10%+ Owner | 2,500 | $9.90 | $24.8K | $0 | 4 | 2025-09-08 |
| IIM | 10%+ Owner | 1,681 | $12.77 | $21.5K | $90.00M | 6 | 2025-09-08 |
| PCQ | 10%+ Owner | 790 | $8.82 | $7.0K | $0 | 2 | 2025-08-05 |
| NMCO | 10%+ Owner | 990 | $10.58 | $10.5K | $0 | 4 | 2025-05-20 |
| DWS STRATEGIC MUNICIPAL INCOME TRUST (KSM) Delisted | 10%+ Owner | 0 | $10.07 | $0 | $0 | 3 | 2024-10-18 |
| MFS HIGH INCOME MUNICIPAL TRUST (CXE) Delisted | 10%+ Owner | 692 | $3.65 | $2.5K | $0 | 5 | 2024-09-13 |
| PIMCO MUNICIPAL INCOME FUND III (PMX) Delisted | 10%+ Owner | 343 | $6.68 | $2.3K | $0 | 1 | 2024-07-03 |
| PIMCO MUNICIPAL INCOME FUND (PMF) Delisted | 10%+ Owner | 182 | $7.76 | $1.4K | $0 | 1 | 2024-07-03 |
| PIMCO CALIFORNIA MUNICIPAL INCOME FUND II (PCK) Delisted | 10%+ Owner | 275 | $5.27 | $1.4K | $0 | 1 | 2024-07-01 |
| PNI | 10%+ Owner | 149 | $6.88 | $1.0K | $0 | 1 | 2024-07-01 |
| PIMCO CALIFORNIA MUNICIPAL INCOME FUND III (PZC) Delisted | 10%+ Owner | 271 | $6.10 | $1.7K | $0 | 1 | 2024-07-01 |
| BLACKROCK MUNICIPAL INCOME QUALITY TRUST (BYM) Delisted | 10%+ Owner | 1,372 | $11.05 | $15.2K | -$137.20M | 3 | 2023-12-21 |
| BLACKROCK MUNIHOLDINGS QUALITY FUND II, INC. (MUE) Delisted | 10%+ Owner | 1,310 | $10.07 | $13.2K | -$131.00M | 3 | 2023-12-21 |
| MHD | 10%+ Owner | 837 | $11.66 | $9.8K | -$83.70M | 4 | 2023-12-21 |
| BLACKROCK MUNICIPAL INCOME TRUST (BFK) Delisted | 10%+ Owner | 2,708 | $10.09 | $27.3K | -$270.80M | 3 | 2023-12-21 |
| BLACKROCK MUNICIPAL INCOME TRUST II (BLE) Delisted | 10%+ Owner | 1,513 | $10.54 | $15.9K | -$151.30M | 4 | 2023-12-21 |
| BLACKROCK MUNIVEST FUND II, INC. (MVT) Delisted | 10%+ Owner | 1,400 | $11.00 | $15.4K | -$140.00M | 3 | 2023-12-21 |
| BLACKROCK INVESTMENT QUALITY MUNICIPAL TRUST, INC. (BKN) Delisted | 10%+ Owner | 1,259 | $11.54 | $14.5K | -$125.90M | 3 | 2023-12-21 |
| BLACKROCK MUNIVEST FUND, INC. (MVF) Delisted | 10%+ Owner | 2,438 | $7.07 | $17.2K | -$243.80M | 3 | 2023-12-21 |
| BLACKROCK MUNIYIELD QUALITY FUND II, INC. (MQT) Delisted | 10%+ Owner | 1,165 | $10.29 | $12.0K | -$116.50M | 3 | 2023-12-21 |
| KTF | 10%+ Owner | 3,800 | $8.99 | $34.2K | $0 | 2 | 2023-11-21 |
| DMB | 10%+ Owner | 750 | $10.73 | $8.0K | $0 | 1 | 2023-11-06 |
| NZF | 10%+ Owner | 0 | $12.38 | $0 | -$531.00M | 2 | 2023-09-05 |
| DTF | 10%+ Owner | 0 | $11.51 | $0 | $0 | 3 | 2023-08-02 |
| BlackRock Municipal Credit Alpha Portfolio, Inc. (MUI) Delisted | 10%+ Owner | 0 | $12.09 | $0 | $0 | 1 | 2022-04-25 |
| BLACKROCK MUNIHOLDINGS QUALITY FUND, INC. (MUS) Delisted | 10%+ Owner | 870 | — | — | -$87.00M | 1 | 2012-03-05 |
| BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND (MFT) Delisted | 10%+ Owner | 565 | $14.54 | $8.2K | -$56.50M | 1 | 2012-03-05 |
| BLACKROCK MUNIHOLDINGS FUND II, INC. (MUH) Delisted | 10%+ Owner | 550 | — | — | -$55.00M | 1 | 2012-03-05 |
| BLACKROCK MUNICIPAL BOND TRUST (BBK) Delisted | 10%+ Owner | 799 | — | — | -$79.90M | 1 | 2012-03-05 |
| BLACKROCK MUNICIPAL INCOME INVESTMENT QUALITY TRUST (BAF) Delisted | 10%+ Owner | 422 | — | — | -$42.20M | 1 | 2012-03-05 |
| BLACKROCK STRATEGIC MUNICIPAL TRUST (BSD) Delisted | 10%+ Owner | 429 | $14.76 | $6.3K | -$42.90M | 1 | 2012-03-05 |
Recent Filings · Page 8 of 12
120 filingsInsider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2023-11-06 | DWS STRATEGIC MUNICIPAL INCOME TRUST (KSM) Delisted | Other (J) | −100 | $0 | EDGAR |
| 2023-11-06 | KTF | Other (J) | −175 | $0 | EDGAR |
| 2023-09-05 | NZF | Sell (S) | −3,360 | $0 | EDGAR |
| 2023-08-02 | DTF | Sell (S) | −150 | $0 | EDGAR |
| 2023-06-20 | DTF | Sell (S) | −250 | $0 | EDGAR |
| 2022-11-30 | MFS HIGH YIELD MUNICIPAL TRUST (CMU) Delisted | Sell (S) | −50 | $0 | EDGAR |
| 2022-11-30 | MFS HIGH INCOME MUNICIPAL TRUST (CXE) Delisted | Sell (S) | −110 | $0 | EDGAR |
| 2022-11-23 | IQI | Sell (S) | −234 | $0 | EDGAR |
| 2022-11-21 | — | Other (J) | — | $0 | |
| 2022-11-18 | DTF | Sell (S) | −250 | $0 | EDGAR |
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.