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
Q2 		$18.6M Buy
745,409
+139,342
+23% +$3.47M ﹤0.01% 2279
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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

JP Morgan Chase increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 23% in Q2 2026, buying an estimated $3.47M and bringing the position to 745,409 shares worth $18.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2279.

JP Morgan Chase first reported a position in UCON in Q4 2022 and has held it in 14 quarters since. The position peaked at $49.5M in Q1 2025. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • JP Morgan Chase held 745,409 shares of First Trust Smith Unconstrained Bond ETF worth $18.6M as of Q2 2026.
  • JP Morgan Chase bought 139,342 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $3.47M.
  • First Trust Smith Unconstrained Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2279 holding.
  • JP Morgan Chase first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • JP Morgan Chase's First Trust Smith Unconstrained Bond ETF position peaked at $49.5M in Q1 2025.
  • 273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

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