JP Morgan Chase’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

JP Morgan Chase’s Portfolio VTEC Stock Details VTEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.16M	Buy	21,493 +17,765	+477%	+$1.77M	﹤0.01%	4122
2026 Q1	$368K	Buy	3,728 +2,474	+197%	+$249K	﹤0.01%	5191
2025 Q4	$126K	Hold	1,254	–	–	﹤0.01%	5767
2025 Q3	$125K	Sell	1,254 -17,777	-93%	-$1.74M	﹤0.01%	5770
2025 Q2	$1.86M	Buy	19,031 +1,426	+8%	+$138K	﹤0.01%	3972
2025 Q1	$1.73M	Buy	+17,605	New	+$1.75M	﹤0.01%	3978

Other funds holding VTEC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

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

JP Morgan Chase increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 477% in Q2 2026, buying an estimated $1.77M and bringing the position to 21,493 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #4122.

JP Morgan Chase first reported a position in VTEC in Q1 2025 and has held it in 6 quarters since. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

JP Morgan Chase held 21,493 shares of Vanguard California Tax-Exempt Bond ETF worth $2.16M as of Q2 2026.
JP Morgan Chase bought 17,765 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.77M.
Vanguard California Tax-Exempt Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4122 holding.
JP Morgan Chase first reported a position in Vanguard California Tax-Exempt Bond ETF in Q1 2025 and has held it in 6 quarters since.
212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

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