JP Morgan Chase
TAFI icon

JP Morgan Chase’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

JP Morgan Chase’s Portfolio TAFI Stock Details TAFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.3M Buy
1,241,641
+923,645
+290% +$23.3M ﹤0.01% 1839
2026
Q1 		$7.99M Sell
317,996
-570,226
-64% -$14.4M ﹤0.01% 2883
2025
Q4 		$22.4M Buy
888,222
+140,114
+19% +$3.54M ﹤0.01% 1969
2025
Q3 		$19M Buy
748,108
+51,147
+7% +$1.29M ﹤0.01% 2144
2025
Q2 		$17.5M Buy
696,961
+249,468
+56% +$6.23M ﹤0.01% 2054
2025
Q1 		$11.2M Sell
447,493
-53,060
-11% -$1.33M ﹤0.01% 2433
2024
Q4 		$12.5M Buy
500,553
+420,553
+526% +$10.6M ﹤0.01% 2479
2024
Q3 		$2.03M Sell
80,000
-431,294
-84% -$10.8M ﹤0.01% 3999
2024
Q2 		$12.8M Buy
511,294
+215,314
+73% +$5.37M ﹤0.01% 2238
2024
Q1 		$7.43M Sell
295,980
-24,792
-8% -$623K ﹤0.01% 2751
2023
Q4 		$8.07M Sell
320,772
-59,969
-16% -$1.49M ﹤0.01% 2662
2023
Q3 		$9.37M Buy
380,741
+132,535
+53% +$3.29M ﹤0.01% 2313
2023
Q2 		$6.2M Buy
248,206
+51,244
+26% +$1.28M ﹤0.01% 2695
2023
Q1 		$4.95M Buy
+196,962
New +$4.94M ﹤0.01% 2831

Other funds holding TAFI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

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

JP Morgan Chase increased its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 290% in Q2 2026, buying an estimated $23.3M and bringing the position to 1,241,641 shares worth $31.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1839.

JP Morgan Chase first reported a position in TAFI in Q1 2023 and has held it in 14 quarters since. 97 funds tracked by Wall St. Rank hold TAFI as of Q2 2026.

  • JP Morgan Chase held 1,241,641 shares of AB Tax-Aware Short Duration Municipal ETF worth $31.3M as of Q2 2026.
  • JP Morgan Chase bought 923,645 AB Tax-Aware Short Duration Municipal ETF shares in Q2 2026, an estimated $23.3M.
  • AB Tax-Aware Short Duration Municipal ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1839 holding.
  • JP Morgan Chase first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q1 2023 and has held it in 14 quarters since.
  • 97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q2 2026.

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