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Equibles

JPMORGAN CHASE & CO

Position in BCAT — BlackRock Capital Allocation Term Trust

CIK 19617 NEW YORK, NY
Back to BCAT Full portfolio

Position in BCAT

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$13,142
+$9,154 QoQ
Shares Held
825
+197.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#98
of 110 holders
Holding Since
Dec 2022
9 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in BCAT Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

JPMORGAN CHASE & CO holds $8,132,261,121 across 207 Asset Management names. BCAT ranks #139 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 19,156,246 $2,254,115,458
2 STT
State Street Corp
 4,428,797 $751,123,966
3 BLK
BlackRock, Inc.
 650,612 $625,602,468
4 ARES
Ares Management Corp
 5,392,155 $600,200,763
5 APO
Apollo Global Management, Inc.
 4,502,365 $532,674,795
6 AMP
Ameriprise Financial Inc
 1,101,289 $505,227,334
7 RJF
Raymond James Financial Inc
 2,711,675 $412,255,943
8 BN
BROOKFIELD Corp /ON/
 9,100,060 $387,571,549

All Filings in BCAT

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $13,142 825
2025-03-31 $3,988 277
2024-12-31 $136 9
2024-09-30 $2,467 150
2024-06-30 $3,003 183
2024-03-31 $4,714 283
2023-06-30 $1,448 95
2023-03-31 $1,669,093 110,244
2022-12-31 $517,017 37,276