JP Morgan Chase
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JP Morgan Chase’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

JP Morgan Chase’s Portfolio TAFM Stock Details TAFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.53M Sell
179,813
-109,072
-38% -$2.79M ﹤0.01% 3409
2025
Q4 		$7.34M Buy
288,885
+275,183
+2,008% +$7.02M ﹤0.01% 2971
2025
Q3 		$348K Hold
13,702
– – ﹤0.01% 5232
2025
Q2 		$341K Hold
13,702
– – ﹤0.01% 4968
2025
Q1 		$345K Buy
+13,702
New +$347K ﹤0.01% 4992

Other funds holding TAFM

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

JP Morgan Chase reduced its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 38% in Q1 2026, selling an estimated $2.79M and leaving 179,813 shares worth $4.53M. The position accounts for ﹤0.01% of the portfolio, ranked #3409.

JP Morgan Chase first reported a position in TAFM in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.34M in Q4 2025. 46 funds tracked by Wall St. Rank hold TAFM as of Q1 2026.

  • JP Morgan Chase held 179,813 shares of AB Tax-Aware Intermediate Municipal ETF worth $4.53M as of Q1 2026.
  • JP Morgan Chase sold 109,072 AB Tax-Aware Intermediate Municipal ETF shares in Q1 2026, an estimated $2.79M.
  • AB Tax-Aware Intermediate Municipal ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3409 holding.
  • JP Morgan Chase first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q1 2025 and has held it in 5 quarters since.
  • JP Morgan Chase's AB Tax-Aware Intermediate Municipal ETF position peaked at $7.34M in Q4 2025.
  • 46 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q1 2026.

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