JP Morgan Chase
IBDO

JP Morgan Chase’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

JP Morgan Chase’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-298
Closed -$7.56K – 8012
2023
Q3 		$7.56K Buy
298
+263
+751% +$6.65K ﹤0.01% 6309
2023
Q2 		$885 Hold
35
– – ﹤0.01% 6474
2023
Q1 		$1K Hold
35
– – ﹤0.01% 6583
2022
Q4 		$1K Sell
35
-2,000
-98% -$49.9K ﹤0.01% 6474
2022
Q3 		$51K Buy
2,035
+2,000
+5,714% +$50.1K ﹤0.01% 5545
2022
Q2 		$1K Hold
35
– – ﹤0.01% 6406
2022
Q1 		$1K Sell
35
-360
-91% -$9.16K ﹤0.01% 6512
2021
Q4 		$10K Buy
395
+360
+1,029% +$9.29K ﹤0.01% 6341
2021
Q3 		$1K Sell
35
-2,000
-98% -$52K ﹤0.01% 6421
2021
Q2 		$53K Sell
2,035
-657
-24% -$17.1K ﹤0.01% 5724
2021
Q1 		$70K Buy
2,692
+2,657
+7,591% +$69.6K ﹤0.01% 5463
2020
Q4 		$1K Sell
35
-705
-95% -$18.5K ﹤0.01% 5579
2020
Q3 		$19K Buy
+740
New +$19.4K ﹤0.01% 5162

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

JP Morgan Chase's IBDO Position: Q4 2023 in Review

JP Morgan Chase sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 298 shares — an estimated $7.56K sold.

JP Morgan Chase first reported a position in IBDO in Q3 2020 and held it in 13 quarters. The position peaked at $70K in Q1 2021. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • JP Morgan Chase reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 298 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $7.56K.
  • JP Morgan Chase first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2020 and held it in 13 quarters.
  • JP Morgan Chase's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $70K in Q1 2021.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on JP Morgan Chase's 13F filing for Q4 2023, filed 12 Feb 2024.