JP Morgan Chase
BSMN

JP Morgan Chase’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

JP Morgan Chase’s Portfolio BSMN Stock Details BSMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-629
Closed -$15.8K – 8010
2023
Q3 		$15.8K Sell
629
-5,609
-90% -$141K ﹤0.01% 6132
2023
Q2 		$156K Buy
+6,238
New +$157K ﹤0.01% 5225
2020
Q2 		– Sell
-40,000
Closed -$995K – 5788
2020
Q1 		$995K Hold
40,000
– – ﹤0.01% 3399
2019
Q4 		$1M Hold
40,000
– – ﹤0.01% 3853
2019
Q3 		$1M Buy
+40,000
New +$1M ﹤0.01% 3835

Other funds holding BSMN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

JP Morgan Chase's BSMN Position: Q4 2023 in Review

JP Morgan Chase sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q4 2023, closing a stake of 629 shares — an estimated $15.8K sold.

JP Morgan Chase first reported a position in BSMN in Q3 2019 and held it in 5 quarters. The position peaked at $1M in Q4 2019. 1 fund tracked by Wall St. Rank holds BSMN as of Q4 2023.

  • JP Morgan Chase reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 629 Invesco BulletShares 2023 Municipal Bond ETF shares in Q4 2023, an estimated $15.8K.
  • JP Morgan Chase first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q3 2019 and held it in 5 quarters.
  • JP Morgan Chase's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $1M in Q4 2019.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q4 2023.

Based on JP Morgan Chase's 13F filing for Q4 2023, filed 12 Feb 2024.