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 Q2	$5.6M	Buy	216,721 +78,255	+57%	+$2.01M	﹤0.01%	3359
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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FPCP

Fort Point Capital Partners San Francisco, California $1.44B AUM 19.04% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

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

JP Morgan Chase increased its Schwab Municipal Bond ETF (SCMB) stake by 57% in Q2 2026, buying an estimated $2.01M and bringing the position to 216,721 shares worth $5.6M. The position accounts for ﹤0.01% of the portfolio, ranked #3359.

JP Morgan Chase first reported a position in SCMB in Q3 2023 and has held it in 12 quarters since. The position peaked at $23.1M in Q3 2025. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

JP Morgan Chase held 216,721 shares of Schwab Municipal Bond ETF worth $5.6M as of Q2 2026.
JP Morgan Chase bought 78,255 Schwab Municipal Bond ETF shares in Q2 2026, an estimated $2.01M.
Schwab Municipal Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3359 holding.
JP Morgan Chase first reported a position in Schwab Municipal Bond ETF in Q3 2023 and has held it in 12 quarters since.
JP Morgan Chase's Schwab Municipal Bond ETF position peaked at $23.1M in Q3 2025.
196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

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