JP Morgan Chase
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JP Morgan Chase’s iShares CMBS ETF CMBS Stock Holding History

JP Morgan Chase’s Portfolio CMBS Stock Details CMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$171K Sell
3,510
-4,954
-59% -$244K ﹤0.01% 5549
2025
Q4 		$415K Sell
8,464
-2,774
-25% -$136K ﹤0.01% 5146
2025
Q3 		$551K Buy
11,238
+4,147
+58% +$202K ﹤0.01% 4960
2025
Q2 		$345K Buy
7,091
+2,025
+40% +$97.4K ﹤0.01% 4957
2025
Q1 		$243K Sell
5,066
-6,795
-57% -$324K ﹤0.01% 5157
2024
Q4 		$560K Buy
11,861
+881
+8% +$42K ﹤0.01% 4980
2024
Q3 		$537K Sell
10,980
-94
-0.8% -$4.5K ﹤0.01% 4852
2024
Q2 		$520K Buy
11,074
+8,553
+339% +$398K ﹤0.01% 4672
2024
Q1 		$119K Sell
2,521
-155
-6% -$7.24K ﹤0.01% 5601
2023
Q4 		$125K Sell
2,676
-5,870
-69% -$266K ﹤0.01% 5630
2023
Q3 		$385K Buy
8,546
+4,630
+118% +$211K ﹤0.01% 4637
2023
Q2 		$180K Sell
3,916
-19
-0.5% -$880 ﹤0.01% 5141
2023
Q1 		$182K Sell
3,935
-1,078
-22% -$50.2K ﹤0.01% 5120
2022
Q4 		$231K Buy
5,013
+790
+19% +$36.1K ﹤0.01% 4962
2022
Q3 		$194K Sell
4,223
-297
-7% -$14.2K ﹤0.01% 4973
2022
Q2 		$217K Sell
4,520
-514
-10% -$24.9K ﹤0.01% 5035
2022
Q1 		$251K Sell
5,034
-176
-3% -$9.05K ﹤0.01% 5071
2021
Q4 		$276K Sell
5,210
-1,053
-17% -$56.3K ﹤0.01% 5170
2021
Q3 		$339K Buy
6,263
+1,000
+19% +$54.5K ﹤0.01% 4943
2021
Q2 		$286K Sell
5,263
-79
-1% -$4.29K ﹤0.01% 5040
2021
Q1 		$288K Sell
5,342
-154
-3% -$8.42K ﹤0.01% 4990
2020
Q4 		$304K Buy
+5,496
New +$303K ﹤0.01% 4649
2018
Q1 		– Sell
-32
Closed -$2K – 5408
2017
Q4 		$2K Hold
32
– – ﹤0.01% 5366
2017
Q3 		$2K Hold
32
– – ﹤0.01% 4870
2017
Q2 		$2K Sell
32
-381
-92% -$19.6K ﹤0.01% 4841
2017
Q1 		$21K Buy
+413
New +$21.1K ﹤0.01% 4704

Other funds holding CMBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return

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

JP Morgan Chase reduced its iShares CMBS ETF (CMBS) stake by 59% in Q1 2026, selling an estimated $244K and leaving 3,510 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #5549.

JP Morgan Chase first reported a position in CMBS in Q1 2017 and has held it in 26 quarters since. The position peaked at $560K in Q4 2024. 92 funds tracked by Wall St. Rank hold CMBS as of Q1 2026.

  • JP Morgan Chase held 3,510 shares of iShares CMBS ETF worth $171K as of Q1 2026.
  • JP Morgan Chase sold 4,954 iShares CMBS ETF shares in Q1 2026, an estimated $244K.
  • iShares CMBS ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5549 holding.
  • JP Morgan Chase first reported a position in iShares CMBS ETF in Q1 2017 and has held it in 26 quarters since.
  • JP Morgan Chase's iShares CMBS ETF position peaked at $560K in Q4 2024.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2026.

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