JP Morgan Chase
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JP Morgan Chase’s VanEck Short Muni ETF SMB Stock Holding History

JP Morgan Chase’s Portfolio SMB Stock Details SMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.5M Buy
718,190
+83,343
+13% +$1.44M ﹤0.01% 2621
2026
Q1 		$11M Buy
634,847
+86,227
+16% +$1.5M ﹤0.01% 2596
2025
Q4 		$9.55M Buy
548,620
+15,886
+3% +$276K ﹤0.01% 2727
2025
Q3 		$9.28M Buy
532,734
+20,280
+4% +$352K ﹤0.01% 2781
2025
Q2 		$8.84M Buy
512,454
+68,847
+16% +$1.18M ﹤0.01% 2666
2025
Q1 		$7.6M Sell
443,607
-80,353
-15% -$1.38M ﹤0.01% 2784
2024
Q4 		$8.95M Buy
523,960
+212,839
+68% +$3.66M ﹤0.01% 2798
2024
Q3 		$5.38M Buy
311,121
+30,478
+11% +$523K ﹤0.01% 3166
2024
Q2 		$4.77M Sell
280,643
-21,588
-7% -$366K ﹤0.01% 3071
2024
Q1 		$5.14M Sell
302,231
-40,760
-12% -$695K ﹤0.01% 3085
2023
Q4 		$5.86M Sell
342,991
-252,436
-42% -$4.26M ﹤0.01% 2950
2023
Q3 		$9.94M Buy
595,427
+544,389
+1,067% +$9.14M ﹤0.01% 2243
2023
Q2 		$859K Buy
51,038
+48,459
+1,879% +$817K ﹤0.01% 4172
2023
Q1 		$44K Buy
+2,579
New +$43.6K ﹤0.01% 5747
2022
Q4 		– Sell
-34
Closed -$1K – 6958
2022
Q3 		$1K Buy
+34
New +$577 ﹤0.01% 6364
2019
Q4 		– Sell
-10,713
Closed -$190K – 5866
2019
Q3 		$190K Hold
10,713
– – ﹤0.01% 4655
2019
Q2 		$190K Sell
10,713
-4,095
-28% -$72K ﹤0.01% 4687
2019
Q1 		$260K Sell
14,808
-7,951
-35% -$139K ﹤0.01% 4511
2018
Q4 		$394K Sell
22,759
-5,555
-20% -$95.4K ﹤0.01% 4250
2018
Q3 		$486K Sell
28,314
-4,134
-13% -$71.4K ﹤0.01% 4293
2018
Q2 		$560K Sell
32,448
-593
-2% -$10.2K ﹤0.01% 4121
2018
Q1 		$569K Buy
33,041
+30,604
+1,256% +$528K ﹤0.01% 3953
2017
Q4 		$42K Buy
+2,437
New +$42.5K ﹤0.01% 4944

Other funds holding SMB

AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

JP Morgan Chase increased its VanEck Short Muni ETF (SMB) stake by 13% in Q2 2026, buying an estimated $1.44M and bringing the position to 718,190 shares worth $12.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2621.

JP Morgan Chase first reported a position in SMB in Q4 2017 and has held it in 23 quarters since. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

  • JP Morgan Chase held 718,190 shares of VanEck Short Muni ETF worth $12.5M as of Q2 2026.
  • JP Morgan Chase bought 83,343 VanEck Short Muni ETF shares in Q2 2026, an estimated $1.44M.
  • VanEck Short Muni ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2621 holding.
  • JP Morgan Chase first reported a position in VanEck Short Muni ETF in Q4 2017 and has held it in 23 quarters since.
  • 104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

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