JP Morgan Chase
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JP Morgan Chase’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

JP Morgan Chase’s Portfolio BSMR Stock Details BSMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.45M Buy
+62,554
New +$1.47M ﹤0.01% 4514
2025
Q2 		– Sell
-790
Closed -$18.6K – 7108
2025
Q1 		$18.6K Buy
+790
New +$18.7K ﹤0.01% 6168
2023
Q4 		– Sell
-2,460
Closed -$56.3K – 7540
2023
Q3 		$56.3K Sell
2,460
-35,906
-94% -$840K ﹤0.01% 5756
2023
Q2 		$905K Buy
+38,366
New +$909K ﹤0.01% 4134

Other funds holding BSMR

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Key Financial Inc
Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return
Financial Solutions Advisory Group
Financial Solutions Advisory Group Chicago, Illinois $788M AUM
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

JP Morgan Chase's BSMR Position: Q3 2026 in Review

JP Morgan Chase opened a new position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q3 2026: 62,554 shares worth $1.45M. The stake represents ﹤0.01% of the portfolio and ranks #4514 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in BSMR as recently as Q1 2025.

JP Morgan Chase first reported a position in BSMR in Q2 2023 and has held it in 4 quarters since. 137 funds tracked by Wall St. Rank hold BSMR as of Q3 2026.

  • JP Morgan Chase held 62,554 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $1.45M as of Q3 2026.
  • Invesco BulletShares 2027 Municipal Bond ETF was a new JP Morgan Chase position in Q3 2026.
  • Invesco BulletShares 2027 Municipal Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q3 2026, its #4514 holding.
  • JP Morgan Chase first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q2 2023 and has held it in 4 quarters since.
  • 137 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q3 2026.

Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.