SCHEDULE: JPMorgan, DNT Trust Exit BlackRock Muni Income II

Sentiment:

Beneficial Ownership Change


JPMorgan Chase & Co. and DNT Asset Trust report ceasing beneficial ownership in BlackRock Municipal Income Trust II following its reorganization into BlackRock MuniHoldings Fund, Inc.

Summary

  • This Amendment No. 1 updates the original Schedule 13D filed on January 2, 2024, by JPMorgan Chase & Co. and DNT Asset Trust (the "Reporting Persons").
  • The amendment concerns Variable Rate Muni Term Preferred Shares of BLACKROCK MUNICIPAL INCOME TRUST II (the "Issuer").
  • The Issuer underwent a reorganization into BlackRock MuniHoldings Fund, Inc. ("MHD") on February 9, 2026.
  • As part of the reorganization, DNT Asset Trust exchanged its 1,741 VRDP Shares of the Issuer (CUSIP No. 09249N705) for an equal number of Variable Rate Muni Term Preferred Shares of MHD (CUSIP No. 09253N609).
  • Following this reorganization, the Reporting Persons no longer own any Preferred Shares of the Issuer.
  • The Reporting Persons ceased to be the beneficial owner of more than five percent of the class of securities on February 9, 2026.
  • All voting and financing arrangements related to the Issuer's Preferred Shares have been terminated due to the exchange.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, simply reporting a change in beneficial ownership due to a fund reorganization, with no direct positive or negative implications for the reporting persons or the original issuer's ongoing operations.

Future Outlook

This filing does not contain any forward-looking statements or guidance, as it reports on a completed transaction.

Industry Context

StockSavvy.ai notes this filing reflects a common occurrence in the closed-end fund space where funds reorganize or merge to optimize operations or investment strategies. The exchange of shares from one BlackRock fund to another suggests a continuation of investment within the BlackRock family of funds for DNT Trust, albeit in a different vehicle.

Stakeholder Impact

  • Shareholders of BlackRock Municipal Income Trust II had their shares exchanged for shares of BlackRock MuniHoldings Fund, Inc. as part of the reorganization.
  • For the Reporting Persons, their investment in municipal preferred shares shifted from one BlackRock fund to another.

Key Dates

DateDescription
2023-12-20Date of the Original Schedule 13D statement.
2024-01-02Filing date of the Original Schedule 13D with the SEC.
2026-02-09Date of the reorganization of BlackRock Municipal Income Trust II into BlackRock MuniHoldings Fund, Inc., and the date Reporting Persons ceased beneficial ownership.
2026-02-26Signature date of this Amendment No. 1 to Schedule 13D.

Keywords

BlackRock Municipal Income Trust II, JPMorgan Chase & Co., DNT Asset Trust, Variable Rate Muni Term Preferred Shares, Fund Reorganization, Beneficial Ownership, BlackRock MuniHoldings Fund Inc., Schedule 13D

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