JP Morgan Chase
IBHH icon

JP Morgan Chase’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

JP Morgan Chase’s Portfolio IBHH Stock Details IBHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,800
Closed -$42K – 7343
2025
Q1 		$42K Sell
1,800
-1,550
-46% -$36.5K ﹤0.01% 5940
2024
Q4 		$78.3K Buy
+3,350
New +$78.9K ﹤0.01% 5845

Other funds holding IBHH

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LFS
Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase's IBHH Position: Q2 2025 in Review

JP Morgan Chase sold out of iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q2 2025, closing a stake of 1,800 shares — an estimated $42K sold.

JP Morgan Chase first reported a position in IBHH in Q4 2024 and held it in 2 quarters. The position peaked at $78.3K in Q4 2024. 62 funds tracked by Wall St. Rank hold IBHH as of Q2 2025.

  • JP Morgan Chase reported no remaining iShares iBonds 2028 Term High Yield and Income ETF position as of Q2 2025 after selling out during the quarter.
  • JP Morgan Chase sold 1,800 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2025, an estimated $42K.
  • JP Morgan Chase first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q4 2024 and held it in 2 quarters.
  • JP Morgan Chase's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $78.3K in Q4 2024.
  • 62 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q2 2025.

Based on JP Morgan Chase's 13F filing for Q2 2025, filed 12 Aug 2025.