JP Morgan Chase
UCON icon

JP Morgan Chase’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

JP Morgan Chase’s Portfolio UCON Stock Details UCON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.9M Sell
606,067
-510,727
-46% -$12.8M ﹤0.01% 2332
2025
Q4 		$28.1M Sell
1,116,794
-525,732
-32% -$13.3M ﹤0.01% 1773
2025
Q3 		$41.4M Buy
1,642,526
+31,961
+2% +$799K ﹤0.01% 1529
2025
Q2 		$40.1M Sell
1,610,565
-387,806
-19% -$9.57M ﹤0.01% 1465
2025
Q1 		$49.5M Buy
1,998,371
+219,447
+12% +$5.43M ﹤0.01% 1323
2024
Q4 		$43.9M Buy
1,778,924
+532,702
+43% +$13.2M ﹤0.01% 1413
2024
Q3 		$31.3M Buy
1,246,222
+711,314
+133% +$17.7M ﹤0.01% 1645
2024
Q2 		$13.1M Buy
534,908
+184,597
+53% +$4.51M ﹤0.01% 2215
2024
Q1 		$8.62M Buy
350,311
+97,388
+39% +$2.4M ﹤0.01% 2618
2023
Q4 		$6.26M Sell
252,923
-70,205
-22% -$1.69M ﹤0.01% 2895
2023
Q3 		$7.72M Buy
+323,128
New +$7.82M ﹤0.01% 2494
2023
Q2 		– Sell
-411,933
Closed -$9.97M – 7344
2023
Q1 		$9.97M Buy
411,933
+408,096
+10,636% +$9.91M ﹤0.01% 2286
2022
Q4 		$93K Buy
+3,837
New +$92.1K ﹤0.01% 5380

Other funds holding UCON

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

JP Morgan Chase reduced its First Trust Smith Unconstrained Bond ETF (UCON) stake by 46% in Q1 2026, selling an estimated $12.8M and leaving 606,067 shares worth $14.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2332.

JP Morgan Chase first reported a position in UCON in Q4 2022 and has held it in 13 quarters since. The position peaked at $49.5M in Q1 2025. 275 funds tracked by Wall St. Rank hold UCON as of Q1 2026.

  • JP Morgan Chase held 606,067 shares of First Trust Smith Unconstrained Bond ETF worth $14.9M as of Q1 2026.
  • JP Morgan Chase sold 510,727 First Trust Smith Unconstrained Bond ETF shares in Q1 2026, an estimated $12.8M.
  • First Trust Smith Unconstrained Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2332 holding.
  • JP Morgan Chase first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2022 and has held it in 13 quarters since.
  • JP Morgan Chase's First Trust Smith Unconstrained Bond ETF position peaked at $49.5M in Q1 2025.
  • 275 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.

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