JP Morgan Chase
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JP Morgan Chase’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

JP Morgan Chase’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.75M Buy
237,318
+40,710
+21% +$986K ﹤0.01% 3331
2026
Q1 		$4.76M Sell
196,608
-20,459
-9% -$496K ﹤0.01% 3353
2025
Q4 		$5.26M Sell
217,067
-101,373
-32% -$2.46M ﹤0.01% 3261
2025
Q3 		$7.74M Sell
318,440
-27,321
-8% -$662K ﹤0.01% 2947
2025
Q2 		$8.38M Buy
345,761
+63,769
+23% +$1.54M ﹤0.01% 2709
2025
Q1 		$6.83M Buy
281,992
+19,175
+7% +$463K ﹤0.01% 2889
2024
Q4 		$6.33M Buy
262,817
+6,099
+2% +$147K ﹤0.01% 3137
2024
Q3 		$6.24M Sell
256,718
-11,192
-4% -$269K ﹤0.01% 3051
2024
Q2 		$6.38M Buy
267,910
+172,660
+181% +$4.1M ﹤0.01% 2838
2024
Q1 		$2.27M Buy
95,250
+1,950
+2% +$46.5K ﹤0.01% 3736
2023
Q4 		$2.23M Buy
93,300
+2,980
+3% +$70K ﹤0.01% 3761
2023
Q3 		$2.11M Buy
90,320
+3,802
+4% +$89K ﹤0.01% 3502
2023
Q2 		$2.03M Buy
86,518
+2,808
+3% +$66.3K ﹤0.01% 3532
2023
Q1 		$1.99M Buy
83,710
+62,544
+295% +$1.47M ﹤0.01% 3546
2022
Q4 		$494K Buy
21,166
+10,414
+97% +$242K ﹤0.01% 4531
2022
Q3 		$248K Sell
10,752
-2,454
-19% -$58.5K ﹤0.01% 4847
2022
Q2 		$314K Buy
13,206
+8,706
+193% +$209K ﹤0.01% 4829
2022
Q1 		$111K Sell
4,500
-948
-17% -$24K ﹤0.01% 5458
2021
Q4 		$142K Sell
5,448
-132
-2% -$3.46K ﹤0.01% 5529
2021
Q3 		$148K Sell
5,580
-2,400
-30% -$63.9K ﹤0.01% 5375
2021
Q2 		$212K Sell
7,980
-23,149
-74% -$614K ﹤0.01% 5215
2021
Q1 		$821K Buy
31,129
+9,954
+47% +$266K ﹤0.01% 4377
2020
Q4 		$574K Buy
21,175
+7,323
+53% +$197K ﹤0.01% 4289
2020
Q3 		$371K Buy
13,852
+3,773
+37% +$101K ﹤0.01% 4113
2020
Q2 		$269K Buy
10,079
+9,604
+2,022% +$248K ﹤0.01% 4132
2020
Q1 		$12K Buy
+475
New +$12.1K ﹤0.01% 5028

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

JP Morgan Chase's IBDR Position: Q2 2026 in Review

JP Morgan Chase increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 21% in Q2 2026, buying an estimated $986K and bringing the position to 237,318 shares worth $5.75M. The position accounts for ﹤0.01% of the portfolio, ranked #3331.

JP Morgan Chase first reported a position in IBDR in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.38M in Q2 2025. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • JP Morgan Chase held 237,318 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $5.75M as of Q2 2026.
  • JP Morgan Chase bought 40,710 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $986K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3331 holding.
  • JP Morgan Chase first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2020 and has held it in 26 quarters since.
  • JP Morgan Chase's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $8.38M in Q2 2025.
  • 422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.