JP Morgan Chase
IBD icon

JP Morgan Chase’s Inspire Corporate Bond ETF IBD Stock Holding History

JP Morgan Chase’s Portfolio IBD Stock Details IBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-66,904
Closed -$1.61M – 7546
2024
Q3 		$1.61M Buy
+66,904
New +$1.6M ﹤0.01% 4161
2024
Q1 		– Sell
-2,529
Closed -$59.7K – 7609
2023
Q4 		$59.7K Buy
+2,529
New +$57.8K ﹤0.01% 5943
2019
Q4 		– Sell
-186,314
Closed -$4.78M – 5734
2019
Q3 		$4.78M Buy
+186,314
New +$4.79M ﹤0.01% 2729

Other funds holding IBD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return

JP Morgan Chase's IBD Position: Q4 2024 in Review

JP Morgan Chase sold out of Inspire Corporate Bond ETF (IBD) in Q4 2024, closing a stake of 66,904 shares — an estimated $1.61M sold.

JP Morgan Chase first reported a position in IBD in Q3 2019 and held it in 3 quarters. The position peaked at $4.78M in Q3 2019. 88 funds tracked by Wall St. Rank hold IBD as of Q4 2024.

  • JP Morgan Chase reported no remaining Inspire Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • JP Morgan Chase sold 66,904 Inspire Corporate Bond ETF shares in Q4 2024, an estimated $1.61M.
  • JP Morgan Chase first reported a position in Inspire Corporate Bond ETF in Q3 2019 and held it in 3 quarters.
  • JP Morgan Chase's Inspire Corporate Bond ETF position peaked at $4.78M in Q3 2019.
  • 88 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q4 2024.

Based on JP Morgan Chase's 13F filing for Q4 2024, filed 12 Feb 2025.