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
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 $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

JP Morgan Chase increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 69% in Q1 2026, buying an estimated $1.06M and bringing the position to 51,261 shares worth $2.56M. The position accounts for ﹤0.01% of the portfolio, ranked #3916.

JP Morgan Chase first reported a position in TAXF in Q3 2018 and has held it in 14 quarters since. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

  • JP Morgan Chase held 51,261 shares of American Century Diversified Municipal Bond ETF worth $2.56M as of Q1 2026.
  • JP Morgan Chase bought 20,913 American Century Diversified Municipal Bond ETF shares in Q1 2026, an estimated $1.06M.
  • American Century Diversified Municipal Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3916 holding.
  • JP Morgan Chase first reported a position in American Century Diversified Municipal Bond ETF in Q3 2018 and has held it in 14 quarters since.
  • 105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

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