JP Morgan Chase
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JP Morgan Chase’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

JP Morgan Chase’s Portfolio BSMQ Stock Details BSMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-738
Closed -$17.4K – 7107
2025
Q1 		$17.4K Buy
+738
New +$17.5K ﹤0.01% 6191
2024
Q1 		– Sell
-105
Closed -$2.51K – 7442
2023
Q4 		$2.51K Sell
105
-167
-61% -$3.89K ﹤0.01% 6687
2023
Q3 		$6.25K Buy
272
+2
+0.7% +$47 ﹤0.01% 6336
2023
Q2 		$6.36K Buy
+270
New +$6.37K ﹤0.01% 6130
2020
Q3 		– Sell
-40,000
Closed -$1.01M – 5488
2020
Q2 		$1.01M Hold
40,000
– – ﹤0.01% 3510
2020
Q1 		$991K Hold
40,000
– – ﹤0.01% 3405
2019
Q4 		$1M Hold
40,000
– – ﹤0.01% 3861
2019
Q3 		$1M Buy
+40,000
New +$1M ﹤0.01% 3831

Other funds holding BSMQ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase's BSMQ Position: Q2 2025 in Review

JP Morgan Chase sold out of Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) in Q2 2025, closing a stake of 738 shares — an estimated $17.4K sold.

JP Morgan Chase first reported a position in BSMQ in Q3 2019 and held it in 8 quarters. The position peaked at $1.01M in Q2 2020. 142 funds tracked by Wall St. Rank hold BSMQ as of Q2 2025.

  • JP Morgan Chase reported no remaining Invesco BulletShares 2026 Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • JP Morgan Chase sold 738 Invesco BulletShares 2026 Municipal Bond ETF shares in Q2 2025, an estimated $17.4K.
  • JP Morgan Chase first reported a position in Invesco BulletShares 2026 Municipal Bond ETF in Q3 2019 and held it in 8 quarters.
  • JP Morgan Chase's Invesco BulletShares 2026 Municipal Bond ETF position peaked at $1.01M in Q2 2020.
  • 142 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Municipal Bond ETF as of Q2 2025.

Based on JP Morgan Chase's 13F filing for Q2 2025, filed 12 Aug 2025.