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
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 $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

JP Morgan Chase's TAFI Position: Q1 2026 in Review

JP Morgan Chase reduced its AB Tax-Aware Short Duration Municipal ETF (TAFI) stake by 64% in Q1 2026, selling an estimated $14.4M and leaving 317,996 shares worth $7.99M. The position accounts for ﹤0.01% of the portfolio, ranked #2883.

JP Morgan Chase first reported a position in TAFI in Q1 2023 and has held it in 13 quarters since. The position peaked at $22.4M in Q4 2025. 97 funds tracked by Wall St. Rank hold TAFI as of Q1 2026.

  • JP Morgan Chase held 317,996 shares of AB Tax-Aware Short Duration Municipal ETF worth $7.99M as of Q1 2026.
  • JP Morgan Chase sold 570,226 AB Tax-Aware Short Duration Municipal ETF shares in Q1 2026, an estimated $14.4M.
  • AB Tax-Aware Short Duration Municipal ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2883 holding.
  • JP Morgan Chase first reported a position in AB Tax-Aware Short Duration Municipal ETF in Q1 2023 and has held it in 13 quarters since.
  • JP Morgan Chase's AB Tax-Aware Short Duration Municipal ETF position peaked at $22.4M in Q4 2025.
  • 97 funds tracked by Wall St. Rank held AB Tax-Aware Short Duration Municipal ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.