JP Morgan Chase
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JP Morgan Chase’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

JP Morgan Chase’s Portfolio VTEI Stock Details VTEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2M Buy
+20,081
New +$2.04M ﹤0.01% 4097
2025
Q2 		– Sell
-419
Closed -$41.4K – 7726
2025
Q1 		$41.4K Buy
+419
New +$41.7K ﹤0.01% 5947
2024
Q4 		– Sell
-9,341
Closed -$945K – 7784
2024
Q3 		$945K Buy
+9,341
New +$937K ﹤0.01% 4502

Other funds holding VTEI

UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

JP Morgan Chase opened a new position in Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q1 2026: 20,081 shares worth $2M. The stake represents ﹤0.01% of the portfolio and ranks #4097 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in VTEI as recently as Q1 2025.

JP Morgan Chase first reported a position in VTEI in Q3 2024 and has held it in 3 quarters since. 155 funds tracked by Wall St. Rank hold VTEI as of Q1 2026.

  • JP Morgan Chase held 20,081 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $2M as of Q1 2026.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF was a new JP Morgan Chase position in Q1 2026.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4097 holding.
  • JP Morgan Chase first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • 155 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

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