JP Morgan Chase
FMB icon

JP Morgan Chase’s First Trust Managed Municipal ETF FMB Stock Holding History

JP Morgan Chase’s Portfolio FMB Stock Details FMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.77M Buy
94,356
+8,020
+9% +$412K ﹤0.01% 3351
2025
Q4 		$4.41M Sell
86,336
-8,602
-9% -$440K ﹤0.01% 3427
2025
Q3 		$4.81M Sell
94,938
-6,502
-6% -$325K ﹤0.01% 3405
2025
Q2 		$5.05M Sell
101,440
-254,914
-72% -$12.7M ﹤0.01% 3157
2025
Q1 		$18M Buy
356,354
+132,700
+59% +$6.77M ﹤0.01% 2012
2024
Q4 		$11.4M Sell
223,654
-197,756
-47% -$10.2M ﹤0.01% 2569
2024
Q3 		$21.9M Buy
421,410
+25,002
+6% +$1.29M ﹤0.01% 1915
2024
Q2 		$20.2M Sell
396,408
-8,090
-2% -$413K ﹤0.01% 1866
2024
Q1 		$20.8M Buy
404,498
+26,965
+7% +$1.39M ﹤0.01% 1855
2023
Q4 		$19.5M Buy
377,533
+105,503
+39% +$5.25M ﹤0.01% 1885
2023
Q3 		$13.3M Buy
272,030
+272,014
+1,700,088% +$13.7M ﹤0.01% 2013
2023
Q2 		$811 Buy
+16
New +$811 ﹤0.01% 6485
2022
Q4 		– Sell
-42
Closed -$2K – 6687
2022
Q3 		$2K Buy
+42
New +$2.13K ﹤0.01% 6246
2020
Q4 		– Sell
-4,590
Closed -$256K – 5722
2020
Q3 		$256K Hold
4,590
– – ﹤0.01% 4254
2020
Q2 		$252K Hold
4,590
– – ﹤0.01% 4167
2020
Q1 		$248K Sell
4,590
-3,858
-46% -$214K ﹤0.01% 4176
2019
Q4 		$469K Hold
8,448
– – ﹤0.01% 4268
2019
Q3 		$469K Hold
8,448
– – ﹤0.01% 4211
2019
Q2 		$463K Buy
8,448
+3,783
+81% +$205K ﹤0.01% 4279
2019
Q1 		$251K Buy
+4,665
New +$247K ﹤0.01% 4526

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

JP Morgan Chase increased its First Trust Managed Municipal ETF (FMB) stake by 9.3% in Q1 2026, buying an estimated $412K and bringing the position to 94,356 shares worth $4.77M. The position accounts for ﹤0.01% of the portfolio, ranked #3351.

JP Morgan Chase first reported a position in FMB in Q1 2019 and has held it in 20 quarters since. The position peaked at $21.9M in Q3 2024. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • JP Morgan Chase held 94,356 shares of First Trust Managed Municipal ETF worth $4.77M as of Q1 2026.
  • JP Morgan Chase bought 8,020 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $412K.
  • First Trust Managed Municipal ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3351 holding.
  • JP Morgan Chase first reported a position in First Trust Managed Municipal ETF in Q1 2019 and has held it in 20 quarters since.
  • JP Morgan Chase's First Trust Managed Municipal ETF position peaked at $21.9M in Q3 2024.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

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