JP Morgan Chase
TAGG icon

JP Morgan Chase’s T. Rowe Price QM US Bond ETF TAGG Stock Holding History

JP Morgan Chase’s Portfolio TAGG Stock Details TAGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.72M Buy
63,685
+62,251
+4,341% +$2.65M ﹤0.01% 3959
2026
Q1 		$61K Sell
1,434
-566
-28% -$24.4K ﹤0.01% 6113
2025
Q4 		$86.1K Sell
2,000
-905
-31% -$39.1K ﹤0.01% 5969
2025
Q3 		$125K Sell
2,905
-153
-5% -$6.54K ﹤0.01% 5771
2025
Q2 		$131K Buy
+3,058
New +$130K ﹤0.01% 5476
2024
Q1 		– Sell
-500
Closed -$21.5K – 7867
2023
Q4 		$21.5K Buy
+500
New +$20.6K ﹤0.01% 6235

Other funds holding TAGG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KV
Kickstand Ventures Pittsford, New York $550M AUM 22.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

JP Morgan Chase increased its T. Rowe Price QM US Bond ETF (TAGG) stake by 4,341% in Q2 2026, buying an estimated $2.65M and bringing the position to 63,685 shares worth $2.72M. The position accounts for ﹤0.01% of the portfolio, ranked #3959.

JP Morgan Chase first reported a position in TAGG in Q4 2023 and has held it in 6 quarters since. 41 funds tracked by Wall St. Rank hold TAGG as of Q2 2026.

  • JP Morgan Chase held 63,685 shares of T. Rowe Price QM US Bond ETF worth $2.72M as of Q2 2026.
  • JP Morgan Chase bought 62,251 T. Rowe Price QM US Bond ETF shares in Q2 2026, an estimated $2.65M.
  • T. Rowe Price QM US Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3959 holding.
  • JP Morgan Chase first reported a position in T. Rowe Price QM US Bond ETF in Q4 2023 and has held it in 6 quarters since.
  • 41 funds tracked by Wall St. Rank held T. Rowe Price QM US Bond ETF as of Q2 2026.

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