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
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 – 7799
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 $45.6B AUM 18.83% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return