JP Morgan Chase’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-332	Closed	-$7.72K	–	7578
2025 Q3	$7.72K	Sell	332 -387	-54%	-$8.97K	﹤0.01%	6703
2025 Q2	$16.7K	Sell	719 -278	-28%	-$6.45K	﹤0.01%	6213
2025 Q1	$23.2K	Sell	997 -8,215	-89%	-$191K	﹤0.01%	6110
2024 Q4	$214K	Buy	+9,212	New	+$214K	﹤0.01%	5446
2024 Q3	–	Sell	-46,386	Closed	-$1.08M	–	7532
2024 Q2	$1.08M	Buy	+46,386	New	+$1.08M	﹤0.01%	4222
2024 Q1	–	Sell	-2,100	Closed	-$48.5K	–	7610
2023 Q4	$48.5K	Buy	+2,100	New	+$48.1K	﹤0.01%	6009
2023 Q3	–	Sell	-360,231	Closed	-$8.29M	–	7579
2023 Q2	$8.29M	Buy	+360,231	New	+$8.21M	﹤0.01%	2452

Other funds holding IBHE

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

JP Morgan Chase's IBHE Position: Q4 2025 in Review

JP Morgan Chase sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 332 shares — an estimated $7.72K sold.

JP Morgan Chase first reported a position in IBHE in Q2 2023 and held it in 7 quarters. The position peaked at $8.29M in Q2 2023. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

JP Morgan Chase reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
JP Morgan Chase sold 332 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $7.72K.
JP Morgan Chase first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q2 2023 and held it in 7 quarters.
JP Morgan Chase's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $8.29M in Q2 2023.
1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on JP Morgan Chase's 13F filing for Q4 2025, filed 11 Feb 2026.