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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 15% in Q1 2026, buying an estimated $732K and bringing the position to 275,352 shares worth $5.53M. The position accounts for ﹤0.01% of the portfolio, ranked #3236.

JP Morgan Chase first reported a position in FUMB in Q4 2023 and has held it in 10 quarters since. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

  • JP Morgan Chase held 275,352 shares of First Trust Ultra Short Duration Municipal ETF worth $5.53M as of Q1 2026.
  • JP Morgan Chase bought 36,416 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $732K.
  • First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3236 holding.
  • JP Morgan Chase first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2023 and has held it in 10 quarters since.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

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