JP Morgan Chase
VTEB icon

JP Morgan Chase’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

JP Morgan Chase’s Portfolio VTEB Stock Details VTEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.78B Buy
54,850,518
+10,129,865
+23% +$509M 0.15% 135
2026
Q1 		$2.23B Sell
44,720,653
-59,830,919
-57% -$3.02B 0.14% 149
2025
Q4 		$5.26B Buy
104,551,572
+5,461,346
+6% +$275M 0.33% 56
2025
Q3 		$4.96B Sell
99,090,226
-8,958,267
-8% -$440M 0.3% 67
2025
Q2 		$5.3B Buy
108,048,493
+30,774,028
+40% +$1.5B 0.35% 58
2025
Q1 		$3.83B Sell
77,274,465
-1,421,174
-2% -$71.1M 0.28% 81
2024
Q4 		$3.95B Buy
78,695,639
+4,022,038
+5% +$203M 0.29% 70
2024
Q3 		$3.82B Sell
74,673,601
-70,527
-0.1% -$3.57M 0.29% 71
2024
Q2 		$3.75B Sell
74,744,128
-2,267,569
-3% -$113M 0.31% 68
2024
Q1 		$3.9B Sell
77,011,697
-9,371,274
-11% -$475M 0.33% 62
2023
Q4 		$4.41B Buy
86,382,971
+15,364,118
+22% +$753M 0.42% 48
2023
Q3 		$3.42B Buy
71,018,853
+11,344,416
+19% +$562M 0.38% 60
2023
Q2 		$3B Buy
59,674,437
+1,671,150
+3% +$84M 0.33% 68
2023
Q1 		$2.94B Sell
58,003,287
-2,922,481
-5% -$147M 0.36% 64
2022
Q4 		$3.02B Buy
60,925,768
+51,877,698
+573% +$2.54B 0.4% 51
2022
Q3 		$436M Buy
9,048,070
+2,882,150
+47% +$144M 0.06% 300
2022
Q2 		$308M Sell
6,165,920
-172,339
-3% -$8.64M 0.04% 392
2022
Q1 		$327M Buy
6,338,259
+158,106
+3% +$8.41M 0.04% 415
2021
Q4 		$339M Sell
6,180,153
-213,808
-3% -$11.7M 0.04% 427
2021
Q3 		$350M Buy
6,393,961
+616,223
+11% +$34.1M 0.04% 408
2021
Q2 		$320M Buy
5,777,738
+453,672
+9% +$25M 0.04% 465
2021
Q1 		$291M Sell
5,324,066
-216,370
-4% -$11.9M 0.04% 463
2020
Q4 		$306M Sell
5,540,436
-456,999
-8% -$24.9M 0.04% 402
2020
Q3 		$327M Buy
5,997,435
+277,492
+5% +$15.1M 0.05% 333
2020
Q2 		$310M Buy
5,719,943
+1,299,419
+29% +$69.2M 0.06% 320
2020
Q1 		$234M Sell
4,420,524
-710,293
-14% -$38M 0.05% 322
2019
Q4 		$275M Buy
5,130,817
+2,524,729
+97% +$135M 0.05% 353
2019
Q3 		$140M Buy
2,606,088
+2,601,769
+60,240% +$139M 0.03% 546
2019
Q2 		$229K Buy
4,319
+1,798
+71% +$94.4K ﹤0.01% 4609
2019
Q1 		$131K Sell
2,521
-76,240
-97% -$3.92M ﹤0.01% 4800
2018
Q4 		$4.02M Buy
78,761
+62,875
+396% +$3.17M ﹤0.01% 2746
2018
Q3 		$802K Sell
15,886
-820
-5% -$41.7K ﹤0.01% 4038
2018
Q2 		$852K Sell
16,706
-367
-2% -$18.6K ﹤0.01% 3915
2018
Q1 		$868K Buy
17,073
+3,598
+27% +$183K ﹤0.01% 3754
2017
Q4 		$696K Sell
13,475
-944
-7% -$48.8K ﹤0.01% 3919
2017
Q3 		$745K Buy
14,419
+4,200
+41% +$217K ﹤0.01% 3664
2017
Q2 		$524K Buy
10,219
+10,019
+5,010% +$512K ﹤0.01% 3707
2017
Q1 		$10K Hold
200
– – ﹤0.01% 4817
2016
Q4 		$10K Sell
200
-1,950
-91% -$99.1K ﹤0.01% 4800
2016
Q3 		$112K Sell
2,150
-3,415
-61% -$179K ﹤0.01% 3841
2016
Q2 		$293K Sell
5,565
-15,675
-74% -$814K ﹤0.01% 3605
2016
Q1 		$1.09M Buy
21,240
+15,075
+245% +$773K ﹤0.01% 3029
2015
Q4 		$314K Buy
+6,165
New +$311K ﹤0.01% 3539

Other funds holding VTEB

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

JP Morgan Chase increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 23% in Q2 2026, buying an estimated $509M and bringing the position to 54,850,518 shares worth $2.78B. The position accounts for 0.15% of the portfolio, ranked #135.

JP Morgan Chase first reported a position in VTEB in Q4 2015 and has held it in 43 quarters since. The position peaked at $5.3B in Q2 2025. 1,179 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • JP Morgan Chase held 54,850,518 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.78B as of Q2 2026.
  • JP Morgan Chase bought 10,129,865 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $509M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.15% of JP Morgan Chase's portfolio in Q2 2026, its #135 holding.
  • JP Morgan Chase first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2015 and has held it in 43 quarters since.
  • JP Morgan Chase's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.3B in Q2 2025.
  • 1,179 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

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