JP Morgan Chase
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JP Morgan Chase’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

JP Morgan Chase’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$107K Buy
5,130
+5,004
+3,971% +$106K ﹤0.01% 5792
2025
Q4 		$2.67K Sell
126
-318,903
-100% -$6.76M ﹤0.01% 6901
2025
Q3 		$6.77M Buy
319,029
+175,548
+122% +$3.7M ﹤0.01% 3094
2025
Q2 		$3.02M Buy
143,481
+46,291
+48% +$956K ﹤0.01% 3595
2025
Q1 		$2.02M Buy
+97,190
New +$1.99M ﹤0.01% 3859
2023
Q3 		– Sell
-50,901
Closed -$1.03M – 7578
2023
Q2 		$1.03M Buy
+50,901
New +$1.04M ﹤0.01% 4046

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

JP Morgan Chase increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 3,971% in Q1 2026, buying an estimated $106K and bringing the position to 5,130 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #5792.

JP Morgan Chase first reported a position in IBDW in Q2 2023 and has held it in 6 quarters since. The position peaked at $6.77M in Q3 2025. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • JP Morgan Chase held 5,130 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $107K as of Q1 2026.
  • JP Morgan Chase bought 5,004 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $106K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5792 holding.
  • JP Morgan Chase first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2023 and has held it in 6 quarters since.
  • JP Morgan Chase's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $6.77M in Q3 2025.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

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