JPMorgan Chase Bank, N.A.

Track record

How each disclosed position did against the S&P ~6 months later

No positions we can measure against the market yet — outcomes appear once a disclosed buy is ~6 months old.

Disclosed positions

Estimated from their latest filings — positions may have changed since

Estimated positions from their latest filingsPro →

All filings on record

Every Form 4 transaction we track for this filer

All10Buys0Sells0

Stock	Transaction	Date	~6mo vs S&P
MFMABERDEEN MUNICIPAL INCOME FUND	Other — · 1,274 sh	2026-06-08	—
IQIInvesco Quality Municipal Income Trust	Other — · 1,521 sh	2026-05-15	—
IQIInvesco Quality Municipal Income Trust	Other — · 1,521 sh	2026-05-15	—
PMLPIMCO MUNICIPAL INCOME FUND II	Other — · 1,212 sh	2026-02-23	—
NACNuveen California Quality Municipal Income Fund	Other — · 240 sh	2025-12-17	—
IIMInvesco Value Municipal Income Trust	Other — · 300 sh	2025-09-04	—
VGMInvesco Trust for Investment Grade Municipals	Other — · 500 sh	2025-09-04	—
VMOInvesco Municipal Opportunity Trust	Other — · 624 sh	2025-09-04	—
PMFPIMCO MUNICIPAL INCOME FUND	Other — · 182 sh	2025-08-01	—
PZCPIMCO CALIFORNIA MUNICIPAL INCOME FUND III	Other — · 271 sh	2025-08-01	—

MFMOther

2026-06-08 · ABERDEEN MUNICIPAL INCOME FUND

1,274

—

IQIOther

2026-05-15 · Invesco Quality Municipal Income Trust

1,521

—

IQIOther

2026-05-15 · Invesco Quality Municipal Income Trust

1,521

—

PMLOther

2026-02-23 · PIMCO MUNICIPAL INCOME FUND II

1,212

—

NACOther

2025-12-17 · Nuveen California Quality Municipal Income Fund

240

—

IIMOther

2025-09-04 · Invesco Value Municipal Income Trust

300

—

VGMOther

2025-09-04 · Invesco Trust for Investment Grade Municipals

500

—

VMOOther

2025-09-04 · Invesco Municipal Opportunity Trust

624

—

PMFOther

2025-08-01 · PIMCO MUNICIPAL INCOME FUND

182

—

PZCOther

2025-08-01 · PIMCO CALIFORNIA MUNICIPAL INCOME FUND III

271

—

Newest 10 of 15 filings·Every Form 4 on record, with outcomesPro →

Filing in the same companies

Other insiders active in these names in the last 3 years

BO

Bank Of America Corp /De/

PCK · PCQ · PMF · PML · last 2026-08-18

WF

Wells Fargo & Company/mn

NAC · PCK · PMF · PML · last 2025-08-01

CS

Cogan Sarah E

PMF · PML · PMX · last 2025-08-01

RA

Rappaport Alan

PML · PMX · last 2025-12-08

ST

Stracke Thibault Christian

PCK · PCQ · last 2025-08-01

CJ

Connelly Jack

IQI · last 2026-01-15

Outcomes measure each position — the first buy in a stock and every buy within 182 days — against the closing price ~6 months (120 trading days) later, with the S&P 500 over the same span for context. Pre-scheduled 10b5-1 plan trades are excluded from the record. Positions are estimated from the latest reported post-transaction holdings, split-adjusted, at the latest close. Built from SEC Form 4 filings and market prices — past outcomes, not predictions or advice.