JP Morgan Chase
CMF icon

JP Morgan Chase’s iShares California Muni Bond ETF CMF Stock Holding History

JP Morgan Chase’s Portfolio CMF Stock Details CMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.8M Buy
690,685
+8,891
+1% +$509K ﹤0.01% 1644
2026
Q1 		$38.7M Buy
681,794
+29,330
+4% +$1.69M ﹤0.01% 1558
2025
Q4 		$37.5M Buy
652,464
+105,773
+19% +$6.07M ﹤0.01% 1558
2025
Q3 		$31.2M Buy
546,691
+27,474
+5% +$1.54M ﹤0.01% 1737
2025
Q2 		$28.9M Buy
519,217
+26,680
+5% +$1.48M ﹤0.01% 1684
2025
Q1 		$27.7M Buy
492,537
+18,989
+4% +$1.08M ﹤0.01% 1665
2024
Q4 		$27.1M Buy
473,548
+62,245
+15% +$3.58M ﹤0.01% 1755
2024
Q3 		$23.9M Buy
411,303
+53,700
+15% +$3.09M ﹤0.01% 1838
2024
Q2 		$20.3M Buy
357,603
+73,075
+26% +$4.16M ﹤0.01% 1861
2024
Q1 		$16.4M Buy
284,528
+63,253
+29% +$3.65M ﹤0.01% 2052
2023
Q4 		$12.8M Buy
221,275
+6,469
+3% +$361K ﹤0.01% 2232
2023
Q3 		$11.8M Buy
214,806
+209,806
+4,196% +$11.8M ﹤0.01% 2116
2023
Q2 		$285K Sell
5,000
-3
-0.1% -$171 ﹤0.01% 4855
2023
Q1 		$287K Buy
5,003
+3
+0.1% +$171 ﹤0.01% 4833
2022
Q4 		$281K Hold
5,000
– – ﹤0.01% 4867
2022
Q3 		$271K Hold
5,000
– – ﹤0.01% 4801
2022
Q2 		$282K Hold
5,000
– – ﹤0.01% 4897
2022
Q1 		$291K Hold
5,000
– – ﹤0.01% 4986
2021
Q4 		$312K Hold
5,000
– – ﹤0.01% 5109
2021
Q3 		$310K Hold
5,000
– – ﹤0.01% 5002
2021
Q2 		$313K Hold
5,000
– – ﹤0.01% 4986
2021
Q1 		$311K Sell
5,000
-6,102
-55% -$381K ﹤0.01% 4948
2020
Q4 		$698K Sell
11,102
-3,359
-23% -$210K ﹤0.01% 4176
2020
Q3 		$903K Sell
14,461
-2,715
-16% -$170K ﹤0.01% 3699
2020
Q2 		$1.07M Sell
17,176
-7,452
-30% -$457K ﹤0.01% 3472
2020
Q1 		$1.49M Sell
24,628
-550
-2% -$33.7K ﹤0.01% 3153
2019
Q4 		$1.54M Sell
25,178
-634
-2% -$38.8K ﹤0.01% 3572
2019
Q3 		$1.58M Buy
25,812
+5,732
+29% +$351K ﹤0.01% 3560
2019
Q2 		$1.22M Buy
20,080
+1,248
+7% +$74.9K ﹤0.01% 3726
2019
Q1 		$1.12M Buy
18,832
+2,417
+15% +$142K ﹤0.01% 3732
2018
Q4 		$959K Sell
16,415
-402
-2% -$23.1K ﹤0.01% 3770
2018
Q3 		$975K Buy
16,817
+5,966
+55% +$348K ﹤0.01% 3939
2018
Q2 		$635K Buy
10,851
+2,721
+33% +$158K ﹤0.01% 4063
2018
Q1 		$475K Buy
8,130
+746
+10% +$43.6K ﹤0.01% 4034
2017
Q4 		$437K Buy
7,384
+502
+7% +$29.7K ﹤0.01% 4124
2017
Q3 		$408K Buy
6,882
+424
+7% +$25.1K ﹤0.01% 3895
2017
Q2 		$380K Sell
6,458
-5,670
-47% -$333K ﹤0.01% 3823
2017
Q1 		$705K Sell
12,128
-5,072
-29% -$293K ﹤0.01% 3562
2016
Q4 		$993K Buy
17,200
+3,936
+30% +$230K ﹤0.01% 3449
2016
Q3 		$800K Buy
13,264
+2,654
+25% +$161K ﹤0.01% 3235
2016
Q2 		$647K Hold
10,610
– – ﹤0.01% 3339
2016
Q1 		$633K Sell
10,610
-5,340
-33% -$318K ﹤0.01% 3262
2015
Q4 		$942K Buy
15,950
+1,300
+9% +$76.3K ﹤0.01% 3147
2015
Q3 		$860K Hold
14,650
– – ﹤0.01% 3189
2015
Q2 		$846K Sell
14,650
-21,268
-59% -$1.24M ﹤0.01% 3356
2015
Q1 		$2.12M Buy
35,918
+6,592
+22% +$390K ﹤0.01% 2832
2014
Q4 		$1.73M Buy
29,326
+22,166
+310% +$1.3M ﹤0.01% 3042
2014
Q3 		$418K Buy
+7,160
New +$416K ﹤0.01% 3737

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

JP Morgan Chase increased its iShares California Muni Bond ETF (CMF) stake by 1.3% in Q2 2026, buying an estimated $509K and bringing the position to 690,685 shares worth $39.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

JP Morgan Chase first reported a position in CMF in Q3 2014 and has held it in 48 quarters since. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • JP Morgan Chase held 690,685 shares of iShares California Muni Bond ETF worth $39.8M as of Q2 2026.
  • JP Morgan Chase bought 8,891 iShares California Muni Bond ETF shares in Q2 2026, an estimated $509K.
  • iShares California Muni Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1644 holding.
  • JP Morgan Chase first reported a position in iShares California Muni Bond ETF in Q3 2014 and has held it in 48 quarters since.
  • 354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

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