JP Morgan Chase
HYDB icon

JP Morgan Chase’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

JP Morgan Chase’s Portfolio HYDB Stock Details HYDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.18M Sell
90,659
-113,309
-56% -$5.35M ﹤0.01% 3486
2025
Q4 		$9.66M Sell
203,968
-73,248
-26% -$3.47M ﹤0.01% 2719
2025
Q3 		$13.3M Buy
277,216
+51,671
+23% +$2.45M ﹤0.01% 2475
2025
Q2 		$10.7M Sell
225,545
-299,812
-57% -$13.9M ﹤0.01% 2490
2025
Q1 		$24.7M Buy
525,357
+84,237
+19% +$3.99M ﹤0.01% 1746
2024
Q4 		$20.7M Buy
441,120
+347,500
+371% +$16.5M ﹤0.01% 2010
2024
Q3 		$4.5M Buy
93,620
+50,116
+115% +$2.36M ﹤0.01% 3293
2024
Q2 		$2.02M Buy
43,504
+8,299
+24% +$384K ﹤0.01% 3783
2024
Q1 		$1.64M Sell
35,205
-24,899
-41% -$1.15M ﹤0.01% 3997
2023
Q4 		$2.78M Buy
60,104
+56,284
+1,473% +$2.51M ﹤0.01% 3577
2023
Q3 		$168K Buy
+3,820
New +$170K ﹤0.01% 5171
2022
Q4 		– Sell
-5,983
Closed -$255K – 6759
2022
Q3 		$255K Buy
+5,983
New +$268K ﹤0.01% 4829

Other funds holding HYDB

RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $730M AUM 16.46% 1-Year Est. Return