JP Morgan Chase
PWZ icon

JP Morgan Chase’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

JP Morgan Chase’s Portfolio PWZ Stock Details PWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.31M Buy
297,671
+78,158
+36% +$1.9M ﹤0.01% 3094
2026
Q1 		$5.23M Sell
219,513
-9,460
-4% -$229K ﹤0.01% 3264
2025
Q4 		$5.53M Sell
228,973
-3,195
-1% -$77.4K ﹤0.01% 3215
2025
Q3 		$5.55M Buy
232,168
+66,597
+40% +$1.55M ﹤0.01% 3257
2025
Q2 		$3.86M Sell
165,571
-234,732
-59% -$5.48M ﹤0.01% 3382
2025
Q1 		$9.55M Sell
400,303
-20,637
-5% -$504K ﹤0.01% 2579
2024
Q4 		$10.4M Sell
420,940
-45,548
-10% -$1.13M ﹤0.01% 2655
2024
Q3 		$11.7M Sell
466,488
-18,301
-4% -$457K ﹤0.01% 2475
2024
Q2 		$12M Buy
+484,789
New +$11.9M ﹤0.01% 2295
2024
Q1 		– Sell
-385,857
Closed -$9.64M – 7790
2023
Q4 		$9.64M Sell
385,857
-156,495
-29% -$3.73M ﹤0.01% 2504
2023
Q3 		$12.7M Buy
542,352
+539,694
+20,305% +$13.1M ﹤0.01% 2044
2023
Q2 		$65.5K Buy
+2,658
New +$65.5K ﹤0.01% 5643

Other funds holding PWZ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JP Morgan Chase increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 36% in Q2 2026, buying an estimated $1.9M and bringing the position to 297,671 shares worth $7.31M. The position accounts for ﹤0.01% of the portfolio, ranked #3094.

JP Morgan Chase first reported a position in PWZ in Q2 2023 and has held it in 12 quarters since. The position peaked at $12.7M in Q3 2023. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • JP Morgan Chase held 297,671 shares of Invesco California AMT-Free Municipal Bond ETF worth $7.31M as of Q2 2026.
  • JP Morgan Chase bought 78,158 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $1.9M.
  • Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3094 holding.
  • JP Morgan Chase first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • JP Morgan Chase's Invesco California AMT-Free Municipal Bond ETF position peaked at $12.7M in Q3 2023.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

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