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
Q2 		$85.8K Sell
3,318
-25,488
-88% -$657K ﹤0.01% 6168
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 $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

JP Morgan Chase reduced its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 88% in Q2 2026, selling an estimated $657K and leaving 3,318 shares worth $85.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6168.

JP Morgan Chase first reported a position in IBDY in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.8M in Q2 2025. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • JP Morgan Chase held 3,318 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $85.8K as of Q2 2026.
  • JP Morgan Chase sold 25,488 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $657K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6168 holding.
  • JP Morgan Chase first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2024 and has held it in 7 quarters since.
  • JP Morgan Chase's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $3.8M in Q2 2025.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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