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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.27B AUM 19.16% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

JP Morgan Chase reduced its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 1.8% in Q1 2026, selling an estimated $77K and leaving 210,255 shares worth $4.19M. The position accounts for ﹤0.01% of the portfolio, ranked #3481.

JP Morgan Chase first reported a position in FSMB in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.9M in Q2 2025. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • JP Morgan Chase held 210,255 shares of First Trust Short Duration Managed Municipal ETF worth $4.19M as of Q1 2026.
  • JP Morgan Chase sold 3,825 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $77K.
  • First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3481 holding.
  • JP Morgan Chase first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2022 and has held it in 14 quarters since.
  • JP Morgan Chase's First Trust Short Duration Managed Municipal ETF position peaked at $4.9M in Q2 2025.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

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