JP Morgan Chase
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JP Morgan Chase’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

JP Morgan Chase’s Portfolio TAXF Stock Details TAXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.26M Buy
64,028
+12,767
+25% +$644K ﹤0.01% 3815
2026
Q1 		$2.56M Buy
51,261
+20,913
+69% +$1.06M ﹤0.01% 3916
2025
Q4 		$1.53M Buy
30,348
+25,727
+557% +$1.3M ﹤0.01% 4309
2025
Q3 		$232K Buy
+4,621
New +$227K ﹤0.01% 5437
2025
Q2 		– Sell
-2
Closed -$99 – 7628
2025
Q1 		$99 Sell
2
-701
-100% -$35.1K ﹤0.01% 6877
2024
Q4 		$35.2K Sell
703
-39,861
-98% -$2.02M ﹤0.01% 6121
2024
Q3 		$2.09M Buy
40,564
+32,721
+417% +$1.67M ﹤0.01% 3973
2024
Q2 		$395K Sell
7,843
-19,762
-72% -$991K ﹤0.01% 4806
2024
Q1 		$1.4M Buy
27,605
+27,602
+920,067% +$1.4M ﹤0.01% 4107
2023
Q4 		$214 Buy
+3
New +$147 ﹤0.01% 7042
2023
Q2 		– Sell
-675
Closed -$34K – 7316
2023
Q1 		$34K Buy
+675
New +$33.7K ﹤0.01% 5835
2019
Q3 		– Sell
-20,300
Closed -$1.06M – 5955
2019
Q2 		$1.06M Sell
20,300
-27,200
-57% -$1.4M ﹤0.01% 3834
2019
Q1 		$2.43M Sell
47,500
-1,150
-2% -$57.9K ﹤0.01% 3206
2018
Q4 		$2.43M Sell
48,650
-1,350
-3% -$67.2K ﹤0.01% 3141
2018
Q3 		$2.49M Buy
+50,000
New +$2.5M ﹤0.01% 3306

Other funds holding TAXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

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

JP Morgan Chase increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 25% in Q2 2026, buying an estimated $644K and bringing the position to 64,028 shares worth $3.26M. The position accounts for ﹤0.01% of the portfolio, ranked #3815.

JP Morgan Chase first reported a position in TAXF in Q3 2018 and has held it in 15 quarters since. 113 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

  • JP Morgan Chase held 64,028 shares of American Century Diversified Municipal Bond ETF worth $3.26M as of Q2 2026.
  • JP Morgan Chase bought 12,767 American Century Diversified Municipal Bond ETF shares in Q2 2026, an estimated $644K.
  • American Century Diversified Municipal Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3815 holding.
  • JP Morgan Chase first reported a position in American Century Diversified Municipal Bond ETF in Q3 2018 and has held it in 15 quarters since.
  • 113 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

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