JP Morgan Chase’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.98M	Sell	85,237 -98,547	-54%	-$2.28M	﹤0.01%	4187
2026 Q1	$4.26M	Buy	183,784 +112,063	+156%	+$2.62M	﹤0.01%	3469
2025 Q4	$1.68M	Sell	71,721 -88,283	-55%	-$2.07M	﹤0.01%	4222
2025 Q3	$3.76M	Buy	160,004 +107,010	+202%	+$2.5M	﹤0.01%	3607
2025 Q2	$1.24M	Sell	52,994 -170,773	-76%	-$3.94M	﹤0.01%	4243
2025 Q1	$5.18M	Buy	223,767 +218,771	+4,379%	+$5.02M	﹤0.01%	3130
2024 Q4	$114K	Sell	4,996 -237,375	-98%	-$5.47M	﹤0.01%	5701
2024 Q3	$5.7M	Buy	242,371 +240,935	+16,778%	+$5.58M	﹤0.01%	3127
2024 Q2	$32.6K	Buy	+1,436	New	+$32.4K	﹤0.01%	6012

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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

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

JP Morgan Chase reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 54% in Q2 2026, selling an estimated $2.28M and leaving 85,237 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #4187.

JP Morgan Chase first reported a position in IBDU in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.7M in Q3 2024. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

JP Morgan Chase held 85,237 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.98M as of Q2 2026.
JP Morgan Chase sold 98,547 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $2.28M.
iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4187 holding.
JP Morgan Chase first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
JP Morgan Chase's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $5.7M in Q3 2024.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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