Vault-13

JPMorgan Chase Bank, N.A.

COLUMBUS, OH · CIK 835271 · 13F filing filed 2026-08-12

Other 13F filers in this group: JPMORGAN CHASE & CO $1.7tn, HIGHBRIDGE CAPITAL MANAGEMENT LLC $2.9bn, 55I, LLC files a notice, J.P. Morgan (Suisse) SA files a notice, J.P. Morgan Investment Management Inc. files a notice, J.P. Morgan Private Investments Inc. files a notice, J.P. Morgan SE files a notice, J.P. Morgan Securities LLC files a notice, J.P. Morgan Securities plc files a notice, JPMorgan Asset Management (Asia Pacific) Ltd files a notice

3 more

JPMorgan Asset Management (Canada) Inc. files a notice, JPMorgan Asset Management (UK) Ltd files a notice, J.P. Morgan Private Wealth Advisors LLC last filed Q3 2024

For Q2 2026 this manager filed a 13F notice: its holdings were reported by another manager.

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

CompanyTickerStakeChange ScheduleLast filed
MFS MUN INCOME TR MFM · 13G · filed 2026-07-01 MFM 100.0% 13G 2026-07-01
INVESCO QUALITY MUN INCOME T IQI · 13G · filed 2026-05-19 IQI 100.0% no change 13G 2026-05-19
INVESCO VALUE MUN INCOME TR IIM · 13G · filed 2025-09-08 IIM 100.0% 13G 2025-09-08
INVESCO TR INVT GRADE MUNS VGM · 13G · filed 2025-09-08 VGM 100.0% 13G 2025-09-08
INVESCO MUN OPPORTUNITY TR VMO · 13G · filed 2025-09-08 VMO 100.0% 13G 2025-09-08
NUVEEN MUN CR OPPORTUNITIES NMCO · 13G · filed 2025-05-20 NMCO 24.5% no change 13G 2025-05-20
NUVEEN CA QUALTY MUN INCOME NAC · 13G · filed 2026-01-14 NAC 14.9% 13G 2026-01-14