JP Morgan Chase
SCMB icon

JP Morgan Chase’s Schwab Municipal Bond ETF SCMB Stock Holding History

JP Morgan Chase’s Portfolio SCMB Stock Details SCMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.52M Buy
138,466
+2,397
+2% +$62K ﹤0.01% 3648
2025
Q4 		$3.51M Sell
136,069
-766,247
-85% -$19.7M ﹤0.01% 3635
2025
Q3 		$23.1M Buy
902,316
+773,503
+600% +$19.5M ﹤0.01% 1978
2025
Q2 		$3.24M Buy
128,813
+80,303
+166% +$2.01M ﹤0.01% 3538
2025
Q1 		$1.23M Buy
48,510
+19,132
+65% +$491K ﹤0.01% 4209
2024
Q4 		$754K Sell
29,378
-86,932
-75% -$2.25M ﹤0.01% 4812
2024
Q3 		$3.05M Buy
116,310
+36,028
+45% +$937K ﹤0.01% 3628
2024
Q2 		$2.06M Buy
80,282
+72,104
+882% +$1.86M ﹤0.01% 3764
2024
Q1 		$213K Buy
8,178
+4,156
+103% +$109K ﹤0.01% 5318
2023
Q4 		$106K Sell
4,022
-2,930
-42% -$74K ﹤0.01% 5707
2023
Q3 		$172K Buy
+6,952
New +$177K ﹤0.01% 5155

Other funds holding SCMB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return