JP Morgan Chase
IBDN

JP Morgan Chase’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

JP Morgan Chase’s Portfolio IBDN Stock Details IBDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-200
Closed -$5K – 7260
2022
Q1 		$5K Sell
200
-150
-43% -$3.76K ﹤0.01% 6337
2021
Q4 		$9K Buy
350
+315
+900% +$7.94K ﹤0.01% 6360
2021
Q3 		$1K Hold
35
– – ﹤0.01% 6439
2021
Q2 		$1K Sell
35
-100
-74% -$2.54K ﹤0.01% 6299
2021
Q1 		$3K Sell
135
-3,246
-96% -$82.8K ﹤0.01% 5927
2020
Q4 		$86K Buy
3,381
+2,541
+303% +$65K ﹤0.01% 5039
2020
Q3 		$22K Buy
840
+740
+740% +$19K ﹤0.01% 5131
2020
Q2 		$3K Hold
100
– – ﹤0.01% 5252
2020
Q1 		$2K Buy
+100
New +$2.51K ﹤0.01% 5198

Other funds holding IBDN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

JP Morgan Chase's IBDN Position: Q2 2022 in Review

JP Morgan Chase sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q2 2022, closing a stake of 200 shares — an estimated $5K sold.

JP Morgan Chase first reported a position in IBDN in Q1 2020 and held it in 9 quarters. The position peaked at $86K in Q4 2020. 212 funds tracked by Wall St. Rank hold IBDN as of Q2 2022.

  • JP Morgan Chase reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q2 2022 after selling out during the quarter.
  • JP Morgan Chase sold 200 iShares iBonds Dec 2022 Term Corporate ETF shares in Q2 2022, an estimated $5K.
  • JP Morgan Chase first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q1 2020 and held it in 9 quarters.
  • JP Morgan Chase's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $86K in Q4 2020.
  • 212 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q2 2022.

Based on JP Morgan Chase's 13F filing for Q2 2022, filed 11 Aug 2022.