JP Morgan Chase
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JP Morgan Chase’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

JP Morgan Chase’s Portfolio BSMV Stock Details BSMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,688
Closed -$56.5K – 7454
2025
Q3 		$56.5K Buy
+2,688
New +$55.9K ﹤0.01% 6185
2023
Q4 		– Sell
-1,999
Closed -$40K – 7542
2023
Q3 		$40K Buy
+1,999
New +$41.6K ﹤0.01% 5864

Other funds holding BSMV

HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase sold out of Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q4 2025, closing a stake of 2,688 shares — an estimated $56.5K sold.

JP Morgan Chase first reported a position in BSMV in Q3 2023 and held it in 2 quarters. The position peaked at $56.5K in Q3 2025. 76 funds tracked by Wall St. Rank hold BSMV as of Q4 2025.

  • JP Morgan Chase reported no remaining Invesco BulletShares 2031 Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • JP Morgan Chase sold 2,688 Invesco BulletShares 2031 Municipal Bond ETF shares in Q4 2025, an estimated $56.5K.
  • JP Morgan Chase first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q3 2023 and held it in 2 quarters.
  • JP Morgan Chase's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $56.5K in Q3 2025.
  • 76 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q4 2025.

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