JPMorgan Chase Bank, N.A. — SEC Form 4 filings
SEC reporting owner CIK 835271. 48 Form 4 filings on record with FilingPulse; latest filed 2026-08-25.
Transaction summary — filings shown
Covers all 48 filings on record, filed 2024-01-29 to 2026-08-25. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): none reported.
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 63.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| Invesco Quality Municipal Income Trust (IQI) | 10% owner | 4 | — | — | 6 |
| MFS HIGH YIELD MUNICIPAL TRUST (CMU) | 10% owner | 5 | — | — | 6 |
| MFS INVESTMENT GRADE MUNICIPAL TRUST (CXH) | 10% owner | 5 | — | — | 6 |
| MFS HIGH INCOME MUNICIPAL TRUST (CXE) | 10% owner | 4 | — | — | 5 |
| ABERDEEN MUNICIPAL INCOME FUND (MFM) | 10% owner | 3 | — | — | 4 |
| PIMCO CALIFORNIA MUNICIPAL INCOME FUND (PCQ) | 10% owner | 3 | — | — | 4 |
| PIMCO MUNICIPAL INCOME FUND II (PML) | 10% owner | 3 | — | — | 4 |
| Nuveen Municipal Credit Opportunities Fund (NMCO) | 10% owner | 2 | — | — | 3 |
| PIMCO CALIFORNIA MUNICIPAL INCOME FUND II (PCK) | 10% owner | 2 | — | — | 3 |
| PIMCO CALIFORNIA MUNICIPAL INCOME FUND III (PZC) | 10% owner | 2 | — | — | 3 |
+9 more issuers among the filings shown — every filing appears in the table below.
Form 4 filings — JPMorgan Chase Bank, N.A.
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-08-25 | 4 | PIMCO CALIFORNIA MUNICIPAL INCOME FUND (PCQ) | Other (J): 790 | EDGAR |
| 2026-08-25 | 4 | PIMCO NEW YORK MUNICIPAL INCOME FUND II (PNI) | Other (J): 149 | EDGAR |
| 2026-06-09 | 4 | ABERDEEN MUNICIPAL INCOME FUND (MFM) | Other (J): 1,274 | EDGAR |
| 2026-06-09 | 4 | MFS HIGH YIELD MUNICIPAL TRUST (CMU) | Other (J): 330 | EDGAR |
| 2026-06-09 | 4 | MFS INVESTMENT GRADE MUNICIPAL TRUST (CXH) | Other (J): 252 | EDGAR |
| 2026-06-09 | 4 | MFS HIGH INCOME MUNICIPAL TRUST (CXE) | Other (J): 692 | EDGAR |
| 2026-05-19 | 4 | Invesco Quality Municipal Income Trust (IQI) | Other (J): 1,521 · Other (J): 1,521 | EDGAR |
| 2026-05-12 | 4 | MFS INVESTMENT GRADE MUNICIPAL TRUST (CXH) | Other (J): 120 | EDGAR |
| 2026-05-05 | 4 | MFS HIGH YIELD MUNICIPAL TRUST (CMU) | Other (J): 180 | EDGAR |
| 2026-04-30 | 4 | Invesco Quality Municipal Income Trust (IQI) | Other (J): 1,521 · Other (J): 1,521 | EDGAR |
| 2026-02-25 | 4 | PIMCO MUNICIPAL INCOME FUND II (PML) | Other (J): 1,212 | EDGAR |
| 2026-01-14 | 4 | Nuveen California Quality Municipal Income Fund (NAC) | Other (J): 240 | EDGAR |
| 2025-09-08 | 4 | Invesco Value Municipal Income Trust (IIM) | Other (J): 300 | EDGAR |
| 2025-09-08 | 4 | Invesco Trust for Investment Grade Municipals (VGM) | Other (J): 500 | EDGAR |
| 2025-09-08 | 4 | Invesco Municipal Opportunity Trust (VMO) | Other (J): 624 | EDGAR |
| 2025-08-05 | 4 | PIMCO MUNICIPAL INCOME FUND (PMF) | Other (J): 182 | EDGAR |
| 2025-08-05 | 4 | PIMCO CALIFORNIA MUNICIPAL INCOME FUND (PCQ) | Other (J): 546 | EDGAR |
| 2025-08-05 | 4 | PIMCO MUNICIPAL INCOME FUND II (PML) | Other (J): 525 | EDGAR |
| 2025-08-05 | 4 | PIMCO CALIFORNIA MUNICIPAL INCOME FUND II (PCK) | Other (J): 275 | EDGAR |
| 2025-08-05 | 4 | PIMCO CALIFORNIA MUNICIPAL INCOME FUND III (PZC) | Other (J): 271 | EDGAR |
| 2025-08-05 | 4 | PIMCO MUNICIPAL INCOME FUND III (PMX) | Other (J): 343 | EDGAR |
| 2025-06-02 | 4 | Invesco Quality Municipal Income Trust (IQI) | Other (J): 268 | EDGAR |
| 2025-05-20 | 4 | Nuveen Municipal Credit Opportunities Fund (NMCO) | Other (J): 990 · Other (J): 990 | EDGAR |
| 2025-05-02 | 4 | Nuveen Municipal Credit Opportunities Fund (NMCO) | Other (J): 110 | EDGAR |
| 2024-10-18 | 4 | DWS STRATEGIC MUNICIPAL INCOME TRUST (KSM) | Other (J): 600 | EDGAR |
| 2024-09-13 | 4 | MFS HIGH YIELD MUNICIPAL TRUST (CMU) | Other (J): 510 · Other (J): 510 | EDGAR |
| 2024-09-13 | 4 | MFS INVESTMENT GRADE MUNICIPAL TRUST (CXH) | Other (J): 372 · Other (J): 372 | EDGAR |
| 2024-09-13 | 4 | MFS HIGH INCOME MUNICIPAL TRUST (CXE) | Other (J): 692 · Other (J): 692 | EDGAR |
| 2024-09-03 | 4 | MFS HIGH YIELD MUNICIPAL TRUST (CMU) | Other (J): 13 | EDGAR |
| 2024-09-03 | 4 | MFS INVESTMENT GRADE MUNICIPAL TRUST (CXH) | Other (J): 10 | EDGAR |
| 2024-09-03 | 4 | MFS HIGH INCOME MUNICIPAL TRUST (CXE) | Other (J): 21 | EDGAR |
| 2024-08-20 | 4 | MFS MUNICIPAL INCOME TRUST (MFM) | Other (J): 967 · Other (J): 967 | EDGAR |
| 2024-08-06 | 4 | MFS MUNICIPAL INCOME TRUST (MFM) | Other (J): 171 | EDGAR |
| 2024-08-06 | 4 | MFS HIGH YIELD MUNICIPAL TRUST (CMU) | Other (J): 77 | EDGAR |
| 2024-08-06 | 4 | MFS HIGH INCOME MUNICIPAL TRUST (CXE) | Other (J): 102 | EDGAR |
| 2024-08-06 | 4 | MFS INVESTMENT GRADE MUNICIPAL TRUST (CXH) | Other (J): 56 | EDGAR |
| 2024-07-03 | 4 | PIMCO MUNICIPAL INCOME FUND (PMF) | Other (J): 182 · Other (J): 182 | EDGAR |
| 2024-07-03 | 4 | PIMCO MUNICIPAL INCOME FUND II (PML) | Other (J): 687 · Other (J): 687 | EDGAR |
| 2024-07-03 | 4 | PIMCO MUNICIPAL INCOME FUND III (PMX) | Other (J): 343 · Other (J): 343 | EDGAR |
| 2024-07-01 | 4 | PIMCO CALIFORNIA MUNICIPAL INCOME FUND (PCQ) | Other (J): 244 · Other (J): 244 | EDGAR |
| 2024-07-01 | 4 | PIMCO CALIFORNIA MUNICIPAL INCOME FUND II (PCK) | Other (J): 275 · Other (J): 275 | EDGAR |
| 2024-07-01 | 4 | PIMCO NEW YORK MUNICIPAL INCOME FUND II (PNI) | Other (J): 149 · Other (J): 149 | EDGAR |
| 2024-07-01 | 4 | PIMCO CALIFORNIA MUNICIPAL INCOME FUND III (PZC) | Other (J): 271 · Other (J): 271 | EDGAR |
| 2024-06-04 | 4 | Invesco Trust for Investment Grade Municipals (VGM) | Other (J): 410 | EDGAR |
| 2024-06-04 | 4 | Invesco Municipal Opportunity Trust (VMO) | Other (J): 552 | EDGAR |
| 2024-06-04 | 4 | Invesco Value Municipal Income Trust (IIM) | Other (J): 350 | EDGAR |
| 2024-06-04 | 4 | Invesco Quality Municipal Income Trust (IQI) | Other (J): 316 | EDGAR |
| 2024-01-29 | 4 | PIMCO California Flexible Municipal Income Fund (CAFLX) | Other (J): 250 · Other (J): 250 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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