JP Morgan Chase’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

JP Morgan Chase’s Portfolio BSMT Stock Details BSMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$148K	Sell	6,427 -4	-0.1%	-$92	﹤0.01%	5778
2026 Q1	$148K	Sell	6,431 -840	-12%	-$19.5K	﹤0.01%	5633
2025 Q4	$168K	Sell	7,271 -179	-2%	-$4.14K	﹤0.01%	5622
2025 Q3	$172K	Sell	7,450 -11	-0.1%	-$252	﹤0.01%	5599
2025 Q2	$169K	Buy	7,461 +3,569	+92%	+$80.6K	﹤0.01%	5321
2025 Q1	$88.5K	Buy	3,892 +392	+11%	+$9.01K	﹤0.01%	5632
2024 Q4	$80.3K	Buy	3,500 +3,383	+2,891%	+$78.2K	﹤0.01%	5830
2024 Q3	$2.72K	Buy	+117	New	+$2.71K	﹤0.01%	6583

Other funds holding BSMT

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase's BSMT Position: Q2 2026 in Review

JP Morgan Chase reduced its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 0.06% in Q2 2026, selling an estimated $92 and leaving 6,427 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #5778.

JP Morgan Chase first reported a position in BSMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $172K in Q3 2025. 124 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

JP Morgan Chase held 6,427 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $148K as of Q2 2026.
JP Morgan Chase sold 4 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $92.
Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5778 holding.
JP Morgan Chase first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
JP Morgan Chase's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $172K in Q3 2025.
124 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.