JP Morgan Chase
PZT icon

JP Morgan Chase’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

JP Morgan Chase’s Portfolio PZT Stock Details PZT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$192K Sell
8,750
-111
-1% -$2.48K ﹤0.01% 5492
2025
Q4 		$198K Buy
8,861
+884
+11% +$19.8K ﹤0.01% 5551
2025
Q3 		$177K Sell
7,977
-3,775
-32% -$81.6K ﹤0.01% 5580
2025
Q2 		$254K Buy
11,752
+3,492
+42% +$75.6K ﹤0.01% 5121
2025
Q1 		$183K Sell
8,260
-2,683
-25% -$60.8K ﹤0.01% 5277
2024
Q4 		$248K Buy
10,943
+10,230
+1,435% +$236K ﹤0.01% 5381
2024
Q3 		$16.6K Sell
713
-26
-4% -$604 ﹤0.01% 6272
2024
Q2 		$17K Buy
+739
New +$16.9K ﹤0.01% 6176
2023
Q4 		– Sell
-1,153
Closed -$24.5K – 7806
2023
Q3 		$24.5K Buy
+1,153
New +$25.7K ﹤0.01% 6018
2019
Q1 		– Sell
-261
Closed -$6K – 5980
2018
Q4 		$6K Buy
+261
New +$6.14K ﹤0.01% 5518
2018
Q1 		– Sell
-500
Closed -$12K – 5580
2017
Q4 		$12K Buy
500
+50
+11% +$1.23K ﹤0.01% 5237
2017
Q3 		$11K Hold
450
– – ﹤0.01% 4705
2017
Q2 		$11K Hold
450
– – ﹤0.01% 4644
2017
Q1 		$11K Hold
450
– – ﹤0.01% 4797
2016
Q4 		$11K Buy
+450
New +$10.9K ﹤0.01% 4787

Other funds holding PZT

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return
NA
Note Advisors Buffalo, New York $200M AUM 12.75% 1-Year Est. Return

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

JP Morgan Chase reduced its Invesco New York AMT-Free Municipal Bond ETF (PZT) stake by 1.3% in Q1 2026, selling an estimated $2.48K and leaving 8,750 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #5492.

JP Morgan Chase first reported a position in PZT in Q4 2016 and has held it in 15 quarters since. The position peaked at $254K in Q2 2025. 44 funds tracked by Wall St. Rank hold PZT as of Q1 2026.

  • JP Morgan Chase held 8,750 shares of Invesco New York AMT-Free Municipal Bond ETF worth $192K as of Q1 2026.
  • JP Morgan Chase sold 111 Invesco New York AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $2.48K.
  • Invesco New York AMT-Free Municipal Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5492 holding.
  • JP Morgan Chase first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q4 2016 and has held it in 15 quarters since.
  • JP Morgan Chase's Invesco New York AMT-Free Municipal Bond ETF position peaked at $254K in Q2 2025.
  • 44 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q1 2026.

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