JP Morgan Chase
BSMT icon

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
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

EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

JP Morgan Chase's BSMT Position: Q1 2026 in Review

JP Morgan Chase reduced its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 12% in Q1 2026, selling an estimated $19.5K and leaving 6,431 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #5633.

JP Morgan Chase first reported a position in BSMT in Q3 2024 and has held it in 7 quarters since. The position peaked at $172K in Q3 2025. 115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

  • JP Morgan Chase held 6,431 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $148K as of Q1 2026.
  • JP Morgan Chase sold 840 Invesco BulletShares 2029 Municipal Bond ETF shares in Q1 2026, an estimated $19.5K.
  • Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5633 holding.
  • JP Morgan Chase first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • JP Morgan Chase's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $172K in Q3 2025.
  • 115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.