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 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 $654B AUM 26.35% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

WPC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

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

JP Morgan Chase increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 197% in Q1 2026, buying an estimated $249K and bringing the position to 3,728 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #5191.

JP Morgan Chase first reported a position in VTEC in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.86M in Q2 2025. 173 funds tracked by Wall St. Rank hold VTEC as of Q1 2026.

JP Morgan Chase held 3,728 shares of Vanguard California Tax-Exempt Bond ETF worth $368K as of Q1 2026.
JP Morgan Chase bought 2,474 Vanguard California Tax-Exempt Bond ETF shares in Q1 2026, an estimated $249K.
Vanguard California Tax-Exempt Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5191 holding.
JP Morgan Chase first reported a position in Vanguard California Tax-Exempt Bond ETF in Q1 2025 and has held it in 5 quarters since.
JP Morgan Chase's Vanguard California Tax-Exempt Bond ETF position peaked at $1.86M in Q2 2025.
173 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q1 2026.

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