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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase's IBDU Position: Q1 2026 in Review

JP Morgan Chase increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 156% in Q1 2026, buying an estimated $2.62M and bringing the position to 183,784 shares worth $4.26M. The position accounts for ﹤0.01% of the portfolio, ranked #3469.

JP Morgan Chase first reported a position in IBDU in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.7M in Q3 2024. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

JP Morgan Chase held 183,784 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $4.26M as of Q1 2026.
JP Morgan Chase bought 112,063 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $2.62M.
iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3469 holding.
JP Morgan Chase first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2024 and has held it in 8 quarters since.
JP Morgan Chase's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $5.7M in Q3 2024.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.