JP Morgan Chase
BSMO

JP Morgan Chase’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

JP Morgan Chase’s Portfolio BSMO Stock Details BSMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-133
Closed -$3.32K – 7979
2023
Q4 		$3.32K Sell
133
-214
-62% -$5.3K ﹤0.01% 6636
2023
Q3 		$8.57K Buy
347
+2
+0.6% +$49 ﹤0.01% 6287
2023
Q2 		$8.54K Buy
+345
New +$8.54K ﹤0.01% 6082
2020
Q2 		– Sell
-40,000
Closed -$992K – 5763
2020
Q1 		$992K Hold
40,000
– – ﹤0.01% 3404
2019
Q4 		$1M Hold
40,000
– – ﹤0.01% 3856
2019
Q3 		$1M Buy
+40,000
New +$1M ﹤0.01% 3832

Other funds holding BSMO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase's BSMO Position: Q1 2024 in Review

JP Morgan Chase sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q1 2024, closing a stake of 133 shares — an estimated $3.32K sold.

JP Morgan Chase first reported a position in BSMO in Q3 2019 and held it in 6 quarters. The position peaked at $1M in Q4 2019. 102 funds tracked by Wall St. Rank hold BSMO as of Q1 2024.

  • JP Morgan Chase reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 133 Invesco BulletShares 2024 Municipal Bond ETF shares in Q1 2024, an estimated $3.32K.
  • JP Morgan Chase first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q3 2019 and held it in 6 quarters.
  • JP Morgan Chase's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $1M in Q4 2019.
  • 102 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q1 2024.

Based on JP Morgan Chase's 13F filing for Q1 2024, filed 10 May 2024.