JP Morgan Chase’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

JP Morgan Chase’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.52M	Buy	99,707 +16,997	+21%	+$429K	﹤0.01%	4030
2026 Q1	$2.09M	Buy	82,710 +18,603	+29%	+$473K	﹤0.01%	4068
2025 Q4	$1.63M	Sell	64,107 -130,544	-67%	-$3.33M	﹤0.01%	4247
2025 Q3	$4.97M	Buy	194,651 +193,301	+14,319%	+$4.91M	﹤0.01%	3369
2025 Q2	$34.3K	Sell	1,350 -189,833	-99%	-$4.78M	﹤0.01%	6042
2025 Q1	$4.83M	Buy	191,183 +183,903	+2,526%	+$4.61M	﹤0.01%	3189
2024 Q4	$181K	Buy	7,280 +6,096	+515%	+$153K	﹤0.01%	5514
2024 Q3	$30.2K	Sell	1,184 -1	-0.1%	-$25	﹤0.01%	6144
2024 Q2	$29.4K	Hold	1,185	–	–	﹤0.01%	6040
2024 Q1	$29.5K	Buy	+1,185	New	+$29.5K	﹤0.01%	6122

Other funds holding IBDT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

JP Morgan Chase increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 21% in Q2 2026, buying an estimated $429K and bringing the position to 99,707 shares worth $2.52M. The position accounts for ﹤0.01% of the portfolio, ranked #4030.

JP Morgan Chase first reported a position in IBDT in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.97M in Q3 2025. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

JP Morgan Chase held 99,707 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $2.52M as of Q2 2026.
JP Morgan Chase bought 16,997 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $429K.
iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4030 holding.
JP Morgan Chase first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
JP Morgan Chase's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $4.97M in Q3 2025.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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