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
Q2 		$9.33M Buy
415,599
+32,779
+9% +$728K ﹤0.01% 2861
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

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

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

JP Morgan Chase increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 8.6% in Q2 2026, buying an estimated $728K and bringing the position to 415,599 shares worth $9.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2861.

JP Morgan Chase first reported a position in SHYM in Q4 2023 and has held it in 10 quarters since. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • JP Morgan Chase held 415,599 shares of iShares Short Duration High Yield Muni Active ETF worth $9.33M as of Q2 2026.
  • JP Morgan Chase bought 32,779 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $728K.
  • iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2861 holding.
  • JP Morgan Chase first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2023 and has held it in 10 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

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