JP Morgan Chase
VTEI icon

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
Q3 		$13.5M Buy
+142,372
New +$14.1M ﹤0.01% 2566
2026
Q2 		– Sell
-20,081
Closed -$2M – 8147
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

Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return
Wescott Financial Advisory Group
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.36B AUM 14.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

JP Morgan Chase's VTEI Position: Q3 2026 in Review

JP Morgan Chase opened a new position in Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q3 2026: 142,372 shares worth $13.5M. The stake represents ﹤0.01% of the portfolio and ranks #2566 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in VTEI as recently as Q1 2026.

JP Morgan Chase first reported a position in VTEI in Q3 2024 and has held it in 4 quarters since. 140 funds tracked by Wall St. Rank hold VTEI as of Q3 2026.

  • JP Morgan Chase held 142,372 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $13.5M as of Q3 2026.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF was a new JP Morgan Chase position in Q3 2026.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q3 2026, its #2566 holding.
  • JP Morgan Chase first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • 140 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.