JP Morgan Chase’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$236K	Buy	2,334 +812	+53%	+$82.8K	﹤0.01%	5401
2025 Q4	$155K	Buy	1,522 +993	+188%	+$101K	﹤0.01%	5660
2025 Q3	$53.9K	Sell	529 -141	-21%	-$14.3K	﹤0.01%	6198
2025 Q2	$67.6K	Sell	670 -42	-6%	-$4.21K	﹤0.01%	5781
2025 Q1	$71.7K	Sell	712 -993	-58%	-$99.9K	﹤0.01%	5728
2024 Q4	$171K	Sell	1,705 -39,490	-96%	-$3.98M	﹤0.01%	5546
2024 Q3	$4.18M	Buy	41,195 +4,274	+12%	+$431K	﹤0.01%	3342
2024 Q2	$3.69M	Buy	+36,921	New	+$3.69M	﹤0.01%	3280
2023 Q4	–	Sell	-67,816	Closed	-$6.69M	–	7903
2023 Q3	$6.69M	Buy	67,816 +67,776	+169,440%	+$6.77M	﹤0.01%	2616
2023 Q2	$4.02K	Buy	+40	New	+$4.03K	﹤0.01%	6213

Other funds holding VTES

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return

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

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

JP Morgan Chase increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 53% in Q1 2026, buying an estimated $82.8K and bringing the position to 2,334 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #5401.

JP Morgan Chase first reported a position in VTES in Q2 2023 and has held it in 10 quarters since. The position peaked at $6.69M in Q3 2023. 278 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

JP Morgan Chase held 2,334 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $236K as of Q1 2026.
JP Morgan Chase bought 812 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $82.8K.
Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5401 holding.
JP Morgan Chase first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2023 and has held it in 10 quarters since.
JP Morgan Chase's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $6.69M in Q3 2023.
278 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

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