JP Morgan Chase’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.73M | Buy |
114,948
+21,888
| +24% | +$1.09M | ﹤0.01% | 3334 |
|
|
2026
Q1 | $4.63M | Sell |
93,060
-166
| -0.2% | -$8.32K | ﹤0.01% | 3386 |
|
|
2025
Q4 | $4.66M | Buy |
93,226
+7,686
| +9% | +$384K | ﹤0.01% | 3374 |
|
|
2025
Q3 | $4.26M | Sell |
85,540
-41,819
| -33% | -$2.07M | ﹤0.01% | 3506 |
|
|
2025
Q2 | $6.27M | Sell |
127,359
-41,562
| -25% | -$2.03M | ﹤0.01% | 2939 |
|
|
2025
Q1 | $8.3M | Buy |
168,921
+71,321
| +73% | +$3.48M | ﹤0.01% | 2706 |
|
|
2024
Q4 | $4.75M | Sell |
97,600
-27,557
| -22% | -$1.35M | ﹤0.01% | 3394 |
|
|
2024
Q3 | $6.18M | Sell |
125,157
-157,698
| -56% | -$7.72M | ﹤0.01% | 3059 |
|
|
2024
Q2 | $13.6M | Buy |
282,855
+264,936
| +1,479% | +$12.7M | ﹤0.01% | 2181 |
|
|
2024
Q1 | $865K | Sell |
17,919
-34,579
| -66% | -$1.67M | ﹤0.01% | 4450 |
|
|
2023
Q4 | $2.54M | Buy |
52,498
+50,421
| +2,428% | +$2.39M | ﹤0.01% | 3653 |
|
|
2023
Q3 | $98.1K | Buy |
2,077
+1,577
| +315% | +$75K | ﹤0.01% | 5482 |
|
|
2023
Q2 | $23.8K | Buy |
+500
| New | +$24K | ﹤0.01% | 5880 |
|
|
2023
Q1 | – | Sell |
-6,978
| Closed | -$331K | – | 7005 |
|
|
2022
Q4 | $331K | Sell |
6,978
-12,472
| -64% | -$590K | ﹤0.01% | 4769 |
|
|
2022
Q3 | $921K | Sell |
19,450
-243,862
| -93% | -$11.8M | ﹤0.01% | 4065 |
|
|
2022
Q2 | $12.7M | Sell |
263,312
-36,676
| -12% | -$1.78M | ﹤0.01% | 1966 |
|
|
2022
Q1 | $14.7M | Sell |
299,988
-182,368
| -38% | -$9.03M | ﹤0.01% | 2032 |
|
|
2021
Q4 | $24.1M | Buy |
482,356
+144,780
| +43% | +$7.28M | ﹤0.01% | 1667 |
|
|
2021
Q3 | $17.1M | Sell |
337,576
-8,046
| -2% | -$408K | ﹤0.01% | 1896 |
|
|
2021
Q2 | $17.6M | Buy |
345,622
+158,363
| +85% | +$8.09M | ﹤0.01% | 1954 |
|
|
2021
Q1 | $9.56M | Sell |
187,259
-9,670
| -5% | -$497K | ﹤0.01% | 2402 |
|
|
2020
Q4 | $10.1M | Buy |
196,929
+8,493
| +5% | +$438K | ﹤0.01% | 2206 |
|
|
2020
Q3 | $9.73M | Sell |
188,436
-23,831
| -11% | -$1.23M | ﹤0.01% | 2061 |
|
|
2020
Q2 | $11M | Buy |
212,267
+186,139
| +712% | +$9.61M | ﹤0.01% | 1825 |
|
|
2020
Q1 | $1.33M | Sell |
26,128
-125,998
| -83% | -$6.54M | ﹤0.01% | 3234 |
|
|
2019
Q4 | $7.88M | Sell |
152,126
-3,760
| -2% | -$195K | ﹤0.01% | 2320 |
|
|
2019
Q3 | $8.11M | Buy |
155,886
+51,555
| +49% | +$2.68M | ﹤0.01% | 2297 |
|
|
2019
Q2 | $5.39M | Buy |
104,331
+26,930
| +35% | +$1.39M | ﹤0.01% | 2575 |
|
|
2019
Q1 | $3.97M | Buy |
77,401
+30,474
| +65% | +$1.56M | ﹤0.01% | 2779 |
|
|
2018
Q4 | $2.4M | Buy |
46,927
+27,205
| +138% | +$1.39M | ﹤0.01% | 3148 |
|
|
2018
Q3 | $1M | Sell |
19,722
-200
| -1% | -$10.2K | ﹤0.01% | 3918 |
|
|
2018
Q2 | $1.02M | Buy |
19,922
+4,081
| +26% | +$209K | ﹤0.01% | 3825 |
|
|
2018
Q1 | $814K | Buy |
15,841
+9,735
| +159% | +$501K | ﹤0.01% | 3787 |
|
|
2017
Q4 | $315K | Buy |
6,106
+581
| +11% | +$30.1K | ﹤0.01% | 4266 |
|
|
2017
Q3 | $287K | Buy |
5,525
+3,236
| +141% | +$169K | ﹤0.01% | 3998 |
|
|
2017
Q2 | $119K | Hold |
2,289
| – | – | ﹤0.01% | 4121 |
|
|
2017
Q1 | $119K | Sell |
2,289
-5
| -0.2% | -$261 | ﹤0.01% | 4257 |
|
|
2016
Q4 | $120K | Buy |
+2,294
| New | +$120K | ﹤0.01% | 4346 |
|
Other funds holding LMBS
JP Morgan Chase's LMBS Position: Q2 2026 in Review
JP Morgan Chase increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 24% in Q2 2026, buying an estimated $1.09M and bringing the position to 114,948 shares worth $5.73M. The position accounts for ﹤0.01% of the portfolio, ranked #3334.
JP Morgan Chase first reported a position in LMBS in Q4 2016 and has held it in 38 quarters since. The position peaked at $24.1M in Q4 2021. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- JP Morgan Chase held 114,948 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $5.73M as of Q2 2026.
- JP Morgan Chase bought 21,888 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $1.09M.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3334 holding.
- JP Morgan Chase first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2016 and has held it in 38 quarters since.
- JP Morgan Chase's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $24.1M in Q4 2021.
- 455 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2026.
Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.