JP Morgan Chase
VSDM

JP Morgan Chase’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

JP Morgan Chase’s Portfolio VSDM Stock Details VSDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.62K Sell
100
-4,457
-98% -$343K ﹤0.01% 6807
2025
Q4 		$348K Buy
4,557
+2,054
+82% +$157K ﹤0.01% 5246
2025
Q3 		$192K Buy
+2,503
New +$191K ﹤0.01% 5541
2025
Q1 		– Sell
-4,863
Closed -$364K – 7825
2024
Q4 		$364K Buy
+4,863
New +$366K ﹤0.01% 5199

Other funds holding VSDM

CISOA
Capital Investment Services of America Milwaukee, Wisconsin $958M AUM 8.45% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $266M AUM 26.42% 1-Year Est. Return
AIS
American Investment Services Great Barrington, Massachusetts $448M AUM 21.7% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $192M AUM 10.51% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM

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

JP Morgan Chase reduced its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 98% in Q1 2026, selling an estimated $343K and leaving 100 shares worth $7.62K. The position accounts for ﹤0.01% of the portfolio, ranked #6807.

JP Morgan Chase first reported a position in VSDM in Q4 2024 and has held it in 4 quarters since. The position peaked at $364K in Q4 2024. 99 funds tracked by Wall St. Rank hold VSDM as of Q1 2026.

  • JP Morgan Chase held 100 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $7.62K as of Q1 2026.
  • JP Morgan Chase sold 4,457 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q1 2026, an estimated $343K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6807 holding.
  • JP Morgan Chase first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • JP Morgan Chase's Vanguard Short Duration Tax-Exempt Bond ETF position peaked at $364K in Q4 2024.
  • 99 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q1 2026.

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