JP Morgan Chase
FUMB icon

JP Morgan Chase’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

JP Morgan Chase’s Portfolio FUMB Stock Details FUMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.43M Sell
171,091
-104,261
-38% -$2.09M ﹤0.01% 3772
2026
Q1 		$5.53M Buy
275,352
+36,416
+15% +$732K ﹤0.01% 3236
2025
Q4 		$4.79M Buy
238,936
+39,606
+20% +$795K ﹤0.01% 3347
2025
Q3 		$4.01M Buy
199,330
+60,500
+44% +$1.22M ﹤0.01% 3551
2025
Q2 		$2.79M Sell
138,830
-26,504
-16% -$532K ﹤0.01% 3660
2025
Q1 		$3.32M Sell
165,334
-49,511
-23% -$996K ﹤0.01% 3498
2024
Q4 		$4.32M Sell
214,845
-4,510
-2% -$90.7K ﹤0.01% 3484
2024
Q3 		$4.41M Buy
219,355
+75,592
+53% +$1.52M ﹤0.01% 3306
2024
Q2 		$2.88M Buy
143,763
+78,763
+121% +$1.58M ﹤0.01% 3468
2024
Q1 		$1.3M Sell
65,000
-46,368
-42% -$931K ﹤0.01% 4150
2023
Q4 		$2.23M Buy
+111,368
New +$2.23M ﹤0.01% 3759

Other funds holding FUMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GA
GSG Advisors Mount Laurel, New Jersey $454M AUM 28.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
VPW
Vaquero Private Wealth Dallas, Texas $486M AUM

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

JP Morgan Chase reduced its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 38% in Q2 2026, selling an estimated $2.09M and leaving 171,091 shares worth $3.43M. The position accounts for ﹤0.01% of the portfolio, ranked #3772.

JP Morgan Chase first reported a position in FUMB in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.53M in Q1 2026. 85 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

  • JP Morgan Chase held 171,091 shares of First Trust Ultra Short Duration Municipal ETF worth $3.43M as of Q2 2026.
  • JP Morgan Chase sold 104,261 First Trust Ultra Short Duration Municipal ETF shares in Q2 2026, an estimated $2.09M.
  • First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3772 holding.
  • JP Morgan Chase first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2023 and has held it in 11 quarters since.
  • JP Morgan Chase's First Trust Ultra Short Duration Municipal ETF position peaked at $5.53M in Q1 2026.
  • 85 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

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