JP Morgan Chase
IBHG icon

JP Morgan Chase’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

JP Morgan Chase’s Portfolio IBHG Stock Details IBHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-34,330
Closed -$772K – 7577
2025
Q3 		$772K Buy
34,330
+32,245
+1,547% +$724K ﹤0.01% 4768
2025
Q2 		$47K Sell
2,085
-542
-21% -$12.1K ﹤0.01% 5949
2025
Q1 		$58.7K Sell
2,627
-4,729
-64% -$106K ﹤0.01% 5822
2024
Q4 		$164K Buy
7,356
+2,125
+41% +$47.6K ﹤0.01% 5567
2024
Q3 		$118K Sell
5,231
-11,026
-68% -$246K ﹤0.01% 5629
2024
Q2 		$358K Buy
+16,257
New +$358K ﹤0.01% 4855

Other funds holding IBHG

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $236M AUM 10.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

JP Morgan Chase sold out of iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q4 2025, closing a stake of 34,330 shares — an estimated $772K sold.

JP Morgan Chase first reported a position in IBHG in Q2 2024 and held it in 6 quarters. The position peaked at $772K in Q3 2025. 116 funds tracked by Wall St. Rank hold IBHG as of Q4 2025.

  • JP Morgan Chase reported no remaining iShares iBonds 2027 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • JP Morgan Chase sold 34,330 iShares iBonds 2027 Term High Yield and Income ETF shares in Q4 2025, an estimated $772K.
  • JP Morgan Chase first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q2 2024 and held it in 6 quarters.
  • JP Morgan Chase's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $772K in Q3 2025.
  • 116 funds tracked by Wall St. Rank held iShares iBonds 2027 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.