JP Morgan Chase
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JP Morgan Chase’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

JP Morgan Chase’s Portfolio BSMU Stock Details BSMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-24,904
Closed -$546K – 7453
2025
Q3 		$546K Buy
+24,904
New +$541K ﹤0.01% 4971

Other funds holding BSMU

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

JP Morgan Chase's BSMU Position: Q4 2025 in Review

JP Morgan Chase sold out of Invesco BulletShares 2030 Municipal Bond ETF (BSMU) in Q4 2025, closing a stake of 24,904 shares — an estimated $546K sold.

JP Morgan Chase first reported a position in BSMU in Q3 2025 and held it in 1 quarter. The position peaked at $546K in Q3 2025. 96 funds tracked by Wall St. Rank hold BSMU as of Q4 2025.

  • JP Morgan Chase reported no remaining Invesco BulletShares 2030 Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • JP Morgan Chase sold 24,904 Invesco BulletShares 2030 Municipal Bond ETF shares in Q4 2025, an estimated $546K.
  • JP Morgan Chase first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q3 2025 and held it in 1 quarter.
  • JP Morgan Chase's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $546K in Q3 2025.
  • 96 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q4 2025.

Based on JP Morgan Chase's 13F filing for Q4 2025, filed 11 Feb 2026.