JP Morgan Chase
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JP Morgan Chase’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

JP Morgan Chase’s Portfolio BYLD Stock Details BYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.97M Buy
87,941
+13,281
+18% +$303K ﹤0.01% 4114
2025
Q4 		$1.7M Sell
74,660
-930
-1% -$21.3K ﹤0.01% 4209
2025
Q3 		$1.73M Sell
75,590
-1,848
-2% -$41.9K ﹤0.01% 4184
2025
Q2 		$1.75M Buy
77,438
+14,948
+24% +$332K ﹤0.01% 4011
2025
Q1 		$1.4M Sell
62,490
-6,037
-9% -$135K ﹤0.01% 4115
2024
Q4 		$1.52M Buy
68,527
+7,505
+12% +$169K ﹤0.01% 4350
2024
Q3 		$1.4M Buy
61,022
+690
+1% +$15.6K ﹤0.01% 4260
2024
Q2 		$1.34M Buy
60,332
+5,194
+9% +$115K ﹤0.01% 4076
2024
Q1 		$1.23M Buy
55,138
+10,146
+23% +$226K ﹤0.01% 4189
2023
Q4 		$1.01M Buy
44,992
+9,849
+28% +$213K ﹤0.01% 4325
2023
Q3 		$751K Buy
+35,143
New +$764K ﹤0.01% 4263
2021
Q3 		– Sell
-65,954
Closed -$1.67M – 6492
2021
Q2 		$1.67M Buy
+65,954
New +$1.66M ﹤0.01% 3928

Other funds holding BYLD

HWM
Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

JP Morgan Chase increased its iShares Yield Optimized Bond ETF (BYLD) stake by 18% in Q1 2026, buying an estimated $303K and bringing the position to 87,941 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #4114.

JP Morgan Chase first reported a position in BYLD in Q2 2021 and has held it in 12 quarters since. 74 funds tracked by Wall St. Rank hold BYLD as of Q1 2026.

  • JP Morgan Chase held 87,941 shares of iShares Yield Optimized Bond ETF worth $1.97M as of Q1 2026.
  • JP Morgan Chase bought 13,281 iShares Yield Optimized Bond ETF shares in Q1 2026, an estimated $303K.
  • iShares Yield Optimized Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4114 holding.
  • JP Morgan Chase first reported a position in iShares Yield Optimized Bond ETF in Q2 2021 and has held it in 12 quarters since.
  • 74 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2026.

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