JP Morgan Chase
IBDY icon

JP Morgan Chase’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

JP Morgan Chase’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$741K Buy
+28,806
New +$752K ﹤0.01% 4772
2025
Q4 		– Sell
-109,702
Closed -$2.88M – 7576
2025
Q3 		$2.88M Sell
109,702
-36,947
-25% -$959K ﹤0.01% 3801
2025
Q2 		$3.8M Buy
146,649
+145,847
+18,185% +$3.7M ﹤0.01% 3403
2025
Q1 		$20.5K Sell
802
-26,960
-97% -$682K ﹤0.01% 6141
2024
Q4 		$697K Sell
27,762
-45,362
-62% -$1.16M ﹤0.01% 4861
2024
Q3 		$1.93M Buy
+73,124
New +$1.89M ﹤0.01% 4034

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

JP Morgan Chase opened a new position in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q1 2026: 28,806 shares worth $741K. The stake represents ﹤0.01% of the portfolio and ranks #4772 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in IBDY as recently as Q3 2025.

JP Morgan Chase first reported a position in IBDY in Q3 2024 and has held it in 6 quarters since. The position peaked at $3.8M in Q2 2025. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • JP Morgan Chase held 28,806 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $741K as of Q1 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF was a new JP Morgan Chase position in Q1 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4772 holding.
  • JP Morgan Chase first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2024 and has held it in 6 quarters since.
  • JP Morgan Chase's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $3.8M in Q2 2025.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

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