JP Morgan Chase
IBDS icon

JP Morgan Chase’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

JP Morgan Chase’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.1M Sell
127,834
-116,837
-48% -$2.83M ﹤0.01% 3861
2026
Q1 		$5.92M Buy
244,671
+125,060
+105% +$3.04M ﹤0.01% 3159
2025
Q4 		$2.9M Sell
119,611
-58,486
-33% -$1.42M ﹤0.01% 3787
2025
Q3 		$4.33M Buy
178,097
+37,121
+26% +$900K ﹤0.01% 3487
2025
Q2 		$3.42M Buy
140,976
+31,756
+29% +$766K ﹤0.01% 3494
2025
Q1 		$2.64M Buy
109,220
+9,781
+10% +$235K ﹤0.01% 3662
2024
Q4 		$2.38M Buy
99,439
+10,632
+12% +$256K ﹤0.01% 4016
2024
Q3 		$2.16M Buy
88,807
+344
+0.4% +$8.29K ﹤0.01% 3947
2024
Q2 		$2.1M Buy
88,463
+3,559
+4% +$84.2K ﹤0.01% 3747
2024
Q1 		$2.02M Buy
84,904
+3,147
+4% +$74.9K ﹤0.01% 3839
2023
Q4 		$1.96M Buy
81,757
+4,273
+6% +$99.7K ﹤0.01% 3856
2023
Q3 		$1.79M Sell
77,484
-4,143
-5% -$96.7K ﹤0.01% 3615
2023
Q2 		$1.92M Buy
81,627
+15,154
+23% +$359K ﹤0.01% 3578
2023
Q1 		$1.58M Buy
66,473
+61,473
+1,229% +$1.45M ﹤0.01% 3705
2022
Q4 		$117K Sell
5,000
-3,732
-43% -$86.5K ﹤0.01% 5294
2022
Q3 		$201K Sell
8,732
-3,252
-27% -$77.7K ﹤0.01% 4956
2022
Q2 		$286K Buy
+11,984
New +$290K ﹤0.01% 4889

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

JP Morgan Chase reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 48% in Q2 2026, selling an estimated $2.83M and leaving 127,834 shares worth $3.1M. The position accounts for ﹤0.01% of the portfolio, ranked #3861.

JP Morgan Chase first reported a position in IBDS in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.92M in Q1 2026. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • JP Morgan Chase held 127,834 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $3.1M as of Q2 2026.
  • JP Morgan Chase sold 116,837 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $2.83M.
  • iShares iBonds Dec 2027 Term Corporate ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3861 holding.
  • JP Morgan Chase first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2022 and has held it in 17 quarters since.
  • JP Morgan Chase's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $5.92M in Q1 2026.
  • 416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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