JP Morgan Chase
SHYM

JP Morgan Chase’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

JP Morgan Chase’s Portfolio SHYM Stock Details SHYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.42M Buy
382,820
+25,420
+7% +$567K ﹤0.01% 2839
2025
Q4 		$7.94M Sell
357,400
-16,010
-4% -$356K ﹤0.01% 2905
2025
Q3 		$8.34M Buy
373,410
+52,058
+16% +$1.15M ﹤0.01% 2891
2025
Q2 		$7.17M Sell
321,352
-25,864
-7% -$574K ﹤0.01% 2831
2025
Q1 		$7.87M Sell
347,216
-31,902
-8% -$728K ﹤0.01% 2760
2024
Q4 		$8.59M Buy
379,118
+50,543
+15% +$1.16M ﹤0.01% 2838
2024
Q3 		$7.62M Buy
328,575
+59,383
+22% +$1.36M ﹤0.01% 2854
2024
Q2 		$6.09M Buy
+269,192
New +$6.02M ﹤0.01% 2884
2024
Q1 		– Sell
-207,516
Closed -$4.59M – 7965
2023
Q4 		$4.59M Buy
+207,516
New +$4.35M ﹤0.01% 3173

Other funds holding SHYM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return