JP Morgan Chase
IBDM

JP Morgan Chase’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

JP Morgan Chase’s Portfolio IBDM Stock Details IBDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-36
Closed -$1K – 7310
2021
Q3 		$1K Hold
36
– – ﹤0.01% 6440
2021
Q2 		$1K Hold
36
– – ﹤0.01% 6300
2021
Q1 		$1K Hold
36
– – ﹤0.01% 6010
2020
Q4 		$1K Sell
36
-707
-95% -$17.7K ﹤0.01% 5585
2020
Q3 		$19K Buy
+743
New +$18.6K ﹤0.01% 5165

Other funds holding IBDM

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

JP Morgan Chase's IBDM Position: Q4 2021 in Review

JP Morgan Chase sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 36 shares — an estimated $1K sold.

JP Morgan Chase first reported a position in IBDM in Q3 2020 and held it in 5 quarters. The position peaked at $19K in Q3 2020. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

  • JP Morgan Chase reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • JP Morgan Chase sold 36 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $1K.
  • JP Morgan Chase first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q3 2020 and held it in 5 quarters.
  • JP Morgan Chase's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $19K in Q3 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on JP Morgan Chase's 13F filing for Q4 2021, filed 10 Feb 2022.