JP Morgan Chase
BSMS icon

JP Morgan Chase’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

JP Morgan Chase’s Portfolio BSMS Stock Details BSMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-849
Closed -$19.7K – 7109
2025
Q1 		$19.7K Buy
+849
New +$19.8K ﹤0.01% 6155
2023
Q4 		– Sell
-134
Closed -$3.02K – 7541
2023
Q3 		$3.02K Buy
+134
New +$3.1K ﹤0.01% 6466

Other funds holding BSMS

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

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

JP Morgan Chase sold out of Invesco BulletShares 2028 Municipal Bond ETF (BSMS) in Q2 2025, closing a stake of 849 shares — an estimated $19.7K sold.

JP Morgan Chase first reported a position in BSMS in Q3 2023 and held it in 2 quarters. The position peaked at $19.7K in Q1 2025. 94 funds tracked by Wall St. Rank hold BSMS as of Q2 2025.

  • JP Morgan Chase reported no remaining Invesco BulletShares 2028 Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • JP Morgan Chase sold 849 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2025, an estimated $19.7K.
  • JP Morgan Chase first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q3 2023 and held it in 2 quarters.
  • JP Morgan Chase's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $19.7K in Q1 2025.
  • 94 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2025.

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