JP Morgan Chase
TAXX icon

JP Morgan Chase’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

JP Morgan Chase’s Portfolio TAXX Stock Details TAXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$238K Sell
4,687
-3,814
-45% -$193K ﹤0.01% 5527
2026
Q1 		$429K Buy
8,501
+1,528
+22% +$77.7K ﹤0.01% 5116
2025
Q4 		$354K Buy
6,973
+3,558
+104% +$181K ﹤0.01% 5234
2025
Q3 		$174K Buy
+3,415
New +$174K ﹤0.01% 5588

Other funds holding TAXX

EWA
EP Wealth Advisors Torrance, California $26.2B AUM
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
DWA
Delos Wealth Advisors Dallas, Texas $195M AUM 23.25% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
IRM
Income Research & Management Boston, Massachusetts $184M AUM 0.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
CAAM
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $765M AUM 15.7% 1-Year Est. Return

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

JP Morgan Chase reduced its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 45% in Q2 2026, selling an estimated $193K and leaving 4,687 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #5527.

JP Morgan Chase first reported a position in TAXX in Q3 2025 and has held it in 4 quarters since. The position peaked at $429K in Q1 2026. 60 funds tracked by Wall St. Rank hold TAXX as of Q2 2026.

  • JP Morgan Chase held 4,687 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $238K as of Q2 2026.
  • JP Morgan Chase sold 3,814 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q2 2026, an estimated $193K.
  • BondBloxx IR+M Tax Aware Short Duration ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5527 holding.
  • JP Morgan Chase first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q3 2025 and has held it in 4 quarters since.
  • JP Morgan Chase's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $429K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q2 2026.

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