JP Morgan Chase
FSMB icon

JP Morgan Chase’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

JP Morgan Chase’s Portfolio FSMB Stock Details FSMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.95M Buy
297,628
+87,373
+42% +$1.75M ﹤0.01% 3298
2026
Q1 		$4.19M Sell
210,255
-3,825
-2% -$77K ﹤0.01% 3481
2025
Q4 		$4.29M Sell
214,080
-29,026
-12% -$582K ﹤0.01% 3458
2025
Q3 		$4.88M Sell
243,106
-2,868
-1% -$57.4K ﹤0.01% 3387
2025
Q2 		$4.9M Buy
245,974
+78,417
+47% +$1.55M ﹤0.01% 3190
2025
Q1 		$3.33M Sell
167,557
-7,706
-4% -$153K ﹤0.01% 3494
2024
Q4 		$3.48M Sell
175,263
-823
-0.5% -$16.4K ﹤0.01% 3707
2024
Q3 		$3.52M Buy
176,086
+11,210
+7% +$224K ﹤0.01% 3501
2024
Q2 		$3.26M Buy
164,876
+16,942
+11% +$335K ﹤0.01% 3381
2024
Q1 		$2.93M Buy
147,934
+763
+0.5% +$15.2K ﹤0.01% 3531
2023
Q4 		$2.94M Buy
147,171
+143,903
+4,403% +$2.82M ﹤0.01% 3538
2023
Q3 		$63.4K Sell
3,268
-17,326
-84% -$341K ﹤0.01% 5717
2023
Q2 		$407K Buy
20,594
+17,686
+608% +$350K ﹤0.01% 4621
2023
Q1 		$57.8K Buy
2,908
+552
+23% +$11K ﹤0.01% 5655
2022
Q4 		$47K Buy
+2,356
New +$46.2K ﹤0.01% 5643

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

JP Morgan Chase increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 42% in Q2 2026, buying an estimated $1.75M and bringing the position to 297,628 shares worth $5.95M. The position accounts for ﹤0.01% of the portfolio, ranked #3298.

JP Morgan Chase first reported a position in FSMB in Q4 2022 and has held it in 15 quarters since. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • JP Morgan Chase held 297,628 shares of First Trust Short Duration Managed Municipal ETF worth $5.95M as of Q2 2026.
  • JP Morgan Chase bought 87,373 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $1.75M.
  • First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3298 holding.
  • JP Morgan Chase first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2022 and has held it in 15 quarters since.
  • 140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

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