JPMorgan Chase Bank, National Association

10% owner at PIMCO California Flexible Municipal Income Fund · on record since Jan 29, 2024
10% owner at PIMCO CALIFORNIA MUNICIPAL INCOME FUND III · on record since Jun 17, 2024
10% owner at PIMCO MUNICIPAL INCOME FUND III · on record since Jun 17, 2024
10% owner at PIMCO CALIFORNIA MUNICIPAL INCOME FUND · on record since Jun 17, 2024
10% owner at PIMCO NEW YORK MUNICIPAL INCOME FUND II · on record since Jun 17, 2024
10% owner at PIMCO MUNICIPAL INCOME FUND II · on record since Jun 17, 2024
10% owner at PIMCO CALIFORNIA MUNICIPAL INCOME FUND II · on record since Jun 17, 2024
10% owner at PIMCO MUNICIPAL INCOME FUND · on record since Jun 17, 2024
10% owner at BLACKROCK MUNIHOLDINGS FUND II, INC. · on record since Dec 28, 2011
10% owner at BLACKROCK MUNICIPAL INCOME TRUST · on record since Dec 28, 2011
10% owner at BLACKROCK MUNIYIELD QUALITY FUND II, INC. · on record since Dec 28, 2011
10% owner at BLACKROCK STRATEGIC MUNICIPAL TRUST · on record since Dec 28, 2011
10% owner at BLACKROCK INVESTMENT QUALITY MUNICIPAL TRUST, INC. · on record since Dec 28, 2011
10% owner at BLACKROCK MUNIHOLDINGS FUND, INC. · on record since Dec 28, 2011
10% owner at BLACKROCK MUNICIPAL BOND TRUST · on record since Dec 28, 2011
10% owner at BLACKROCK MUNICIPAL INCOME QUALITY TRUST · on record since Dec 28, 2011
10% owner at BLACKROCK MUNIVEST FUND II, INC. · on record since Dec 28, 2011
10% owner at · on record since Dec 28, 2011
10% owner at · on record since Dec 28, 2011
10% owner at · on record since Dec 28, 2011
10% owner at · on record since Dec 28, 2011
10% owner at · on record since Dec 28, 2011
10% owner at · on record since Dec 28, 2011
10% owner at · on record since May 16, 2012
10% owner at · on record since May 16, 2012
10% owner at · on record since May 16, 2012
10% owner at · on record since May 16, 2012
10% owner at · on record since May 16, 2012
10% owner at · on record since May 16, 2012
10% owner at · on record since May 16, 2012
10% owner at · on record since May 16, 2012
10% owner at · on record since Apr 30, 2026
10% owner at · on record since May 5, 2026
10% owner at · on record since Dec 14, 2012
10% owner at · on record since May 12, 2026
10% owner at · on record since Aug 16, 2004
10% owner at · on record since Jun 9, 2026
10% owner at · on record since Jun 9, 2026
10% owner at · on record since Jan 18, 2005
10% owner at · on record since Nov 16, 2017
10% owner at · on record since Feb 21, 2020
10% owner at · on record since Jun 25, 2020
10% owner at · on record since Oct 19, 2020
10% owner at · on record since Nov 13, 2020
10% owner at · on record since Nov 13, 2020
10% owner at · on record since Oct 8, 2020
10% owner at · on record since Nov 4, 2020
10% owner at · on record since Mar 19, 2021

Insider trading activity of JPMorgan Chase Bank, National Association

Transactions on record: 150; since Mar 2, 2012

Open-market buys: 2; $90M

Open-market sells: 29; $2.3B

Companies traded: 46; last filing Oct 5, 2026

Figures computed from official regulatory filings — .

Companies where JPMorgan Chase Bank, National Association has traded

8 tx · Oct 5, 2026
4 tx · Aug 25, 2026
3 tx · Aug 25, 2026
4 tx · Jun 9, 2026
7 tx · Jun 9, 2026
8 tx · Jun 9, 2026
7 tx · Jun 9, 2026
7 tx · May 19, 2026
4 tx · Feb 25, 2026
1 tx · Jan 14, 2026
4 tx · Sep 8, 2025
5 tx · Sep 8, 2025
7 tx · $90M · Sep 8, 2025
3 tx · Aug 5, 2025
3 tx · Aug 5, 2025

Track record of JPMorgan Chase Bank, National Association

Insufficient history for a statistical track record (fewer than 5 open-market buys).

Transaction history of JPMorgan Chase Bank, National Association

Co-insiders of JPMorgan Chase Bank, National Association

This page republishes public regulatory disclosures.

Company	Filed	Type	Qty	Price	Value · USD	Src
Nuveen Municipal Credit Opportunities FundListing unverified	Oct 5, 2026	Other	-990	—	n/a (No price was disclosed in the filing)	SEC
Nuveen Municipal Credit Opportunities FundListing unverified	Oct 5, 2026	Other	990	—	n/a (No price was disclosed in the filing)	SEC
PIMCO NEW YORK MUNICIPAL INCOME FUND IIListing unverified	Aug 25, 2026	Other	-149	—	n/a (No price was disclosed in the filing)	SEC
PIMCO CALIFORNIA MUNICIPAL INCOME FUNDListing unverified	Aug 25, 2026	Other	-790	—	n/a (No price was disclosed in the filing)	SEC
MFS INVESTMENT GRADE MUNICIPAL TRUSTListing unverified	Jun 9, 2026	Other	-252	—	n/a (No price was disclosed in the filing)	SEC
MFS HIGH INCOME MUNICIPAL TRUSTListing unverified	Jun 9, 2026	Other	-692	—	n/a (No price was disclosed in the filing)	SEC
ABERDEEN MUNICIPAL INCOME FUNDListing on record	Jun 9, 2026	Other	1,274	—	n/a (No price was disclosed in the filing)	SEC
MFS HIGH YIELD MUNICIPAL TRUSTListing unverified	Jun 9, 2026	Other	-330	—	n/a (No price was disclosed in the filing)	SEC
Invesco Quality Municipal Income TrustListing on record	May 19, 2026	Other	-1,521	—	n/a (No price was disclosed in the filing)	SEC
Invesco Quality Municipal Income TrustListing on record	May 19, 2026	Other	1,521	—	n/a (No price was disclosed in the filing)	SEC
MFS INVESTMENT GRADE MUNICIPAL TRUSTListing unverified	May 12, 2026	Other	-120	—	n/a (No price was disclosed in the filing)	SEC
MFS HIGH YIELD MUNICIPAL TRUSTListing unverified	May 5, 2026	Other	-180	—	n/a (No price was disclosed in the filing)	SEC
Invesco Quality Municipal Income TrustListing on record	Apr 30, 2026	Other	1,521	—	n/a (No price was disclosed in the filing)	SEC
Invesco Quality Municipal Income TrustListing on record	Apr 30, 2026	Other	-1,521	—	n/a (No price was disclosed in the filing)	SEC
PIMCO MUNICIPAL INCOME FUND IIListing unverified	Feb 25, 2026	Other	-1,212	—	n/a (No price was disclosed in the filing)	SEC
Nuveen California Quality Municipal Income FundListing unverified	Jan 14, 2026	Other	-240	—	n/a (No price was disclosed in the filing)	SEC
Invesco Trust for Investment Grade MunicipalsListing on record	Sep 8, 2025	Other	-500	—	n/a (No price was disclosed in the filing)	SEC
Invesco Value Municipal Income TrustListing on record	Sep 8, 2025	Other	-300	—	n/a (No price was disclosed in the filing)	SEC
Invesco Municipal Opportunity TrustListing on record	Sep 8, 2025	Other	-624	—	n/a (No price was disclosed in the filing)	SEC
PIMCO CALIFORNIA MUNICIPAL INCOME FUND IIIListing unverified	Aug 5, 2025	Other	-271	—	n/a (No price was disclosed in the filing)	SEC
PIMCO CALIFORNIA MUNICIPAL INCOME FUNDListing unverified	Aug 5, 2025	Other	546	—	n/a (No price was disclosed in the filing)	SEC
PIMCO MUNICIPAL INCOME FUND IIListing unverified	Aug 5, 2025	Other	525	—	n/a (No price was disclosed in the filing)	SEC
PIMCO MUNICIPAL INCOME FUND IIIListing unverified	Aug 5, 2025	Other	-343	—	n/a (No price was disclosed in the filing)	SEC
PIMCO MUNICIPAL INCOME FUNDListing unverified	Aug 5, 2025	Other	-182	—	n/a (No price was disclosed in the filing)	SEC
PIMCO CALIFORNIA MUNICIPAL INCOME FUND IIListing unverified	Aug 5, 2025	Other	-275	—	n/a (No price was disclosed in the filing)	SEC

Company	Filed	Type	Qty	Price	Value · USD	Src
Nuveen Municipal Credit Opportunities FundListing unverified	Oct 5, 2026	Other	-990	—	n/a (No price was disclosed in the filing)	SEC
Nuveen Municipal Credit Opportunities FundListing unverified	Oct 5, 2026	Other	990	—	n/a (No price was disclosed in the filing)	SEC
PIMCO NEW YORK MUNICIPAL INCOME FUND IIListing unverified	Aug 25, 2026	Other	-149	—	n/a (No price was disclosed in the filing)	SEC
PIMCO CALIFORNIA MUNICIPAL INCOME FUNDListing unverified	Aug 25, 2026	Other	-790	—	n/a (No price was disclosed in the filing)	SEC
MFS INVESTMENT GRADE MUNICIPAL TRUSTListing unverified	Jun 9, 2026	Other	-252	—	n/a (No price was disclosed in the filing)	SEC
MFS HIGH INCOME MUNICIPAL TRUSTListing unverified	Jun 9, 2026	Other	-692	—	n/a (No price was disclosed in the filing)	SEC
ABERDEEN MUNICIPAL INCOME FUNDListing on record	Jun 9, 2026	Other	1,274	—	n/a (No price was disclosed in the filing)	SEC
MFS HIGH YIELD MUNICIPAL TRUSTListing unverified	Jun 9, 2026	Other	-330	—	n/a (No price was disclosed in the filing)	SEC
Invesco Quality Municipal Income TrustListing on record	May 19, 2026	Other	-1,521	—	n/a (No price was disclosed in the filing)	SEC
Invesco Quality Municipal Income TrustListing on record	May 19, 2026	Other	1,521	—	n/a (No price was disclosed in the filing)	SEC
MFS INVESTMENT GRADE MUNICIPAL TRUSTListing unverified	May 12, 2026	Other	-120	—	n/a (No price was disclosed in the filing)	SEC
MFS HIGH YIELD MUNICIPAL TRUSTListing unverified	May 5, 2026	Other	-180	—	n/a (No price was disclosed in the filing)	SEC
Invesco Quality Municipal Income TrustListing on record	Apr 30, 2026	Other	1,521	—	n/a (No price was disclosed in the filing)	SEC
Invesco Quality Municipal Income TrustListing on record	Apr 30, 2026	Other	-1,521	—	n/a (No price was disclosed in the filing)	SEC
PIMCO MUNICIPAL INCOME FUND IIListing unverified	Feb 25, 2026	Other	-1,212	—	n/a (No price was disclosed in the filing)	SEC
Nuveen California Quality Municipal Income FundListing unverified	Jan 14, 2026	Other	-240	—	n/a (No price was disclosed in the filing)	SEC
Invesco Trust for Investment Grade MunicipalsListing on record	Sep 8, 2025	Other	-500	—	n/a (No price was disclosed in the filing)	SEC
Invesco Value Municipal Income TrustListing on record	Sep 8, 2025	Other	-300	—	n/a (No price was disclosed in the filing)	SEC
Invesco Municipal Opportunity TrustListing on record	Sep 8, 2025	Other	-624	—	n/a (No price was disclosed in the filing)	SEC
PIMCO CALIFORNIA MUNICIPAL INCOME FUND IIIListing unverified	Aug 5, 2025	Other	-271	—	n/a (No price was disclosed in the filing)	SEC
PIMCO CALIFORNIA MUNICIPAL INCOME FUNDListing unverified	Aug 5, 2025	Other	546	—	n/a (No price was disclosed in the filing)	SEC
PIMCO MUNICIPAL INCOME FUND IIListing unverified	Aug 5, 2025	Other	525	—	n/a (No price was disclosed in the filing)	SEC
PIMCO MUNICIPAL INCOME FUND IIIListing unverified	Aug 5, 2025	Other	-343	—	n/a (No price was disclosed in the filing)	SEC
PIMCO MUNICIPAL INCOME FUNDListing unverified	Aug 5, 2025	Other	-182	—	n/a (No price was disclosed in the filing)	SEC
PIMCO CALIFORNIA MUNICIPAL INCOME FUND IIListing unverified	Aug 5, 2025	Other	-275	—	n/a (No price was disclosed in the filing)	SEC