JP Morgan Chase
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JP Morgan Chase’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

JP Morgan Chase’s Portfolio IBHI Stock Details IBHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,800
Closed -$65K – 7344
2025
Q1 		$65K Buy
2,800
+425
+18% +$10K ﹤0.01% 5771
2024
Q4 		$55.7K Sell
2,375
-67,503
-97% -$1.6M ﹤0.01% 5977
2024
Q3 		$1.67M Buy
+69,878
New +$1.64M ﹤0.01% 4142

Other funds holding IBHI

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $236M AUM 10.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LFS
Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return
BCPWM
Bradley & Co Private Wealth Management Miami, Florida $190M AUM 27.45% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
SIA
Summit Investment Advisors Hunt Valley, Maryland $121M AUM

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

JP Morgan Chase sold out of iShares iBonds 2029 Term High Yield and Income ETF (IBHI) in Q2 2025, closing a stake of 2,800 shares — an estimated $65K sold.

JP Morgan Chase first reported a position in IBHI in Q3 2024 and held it in 3 quarters. The position peaked at $1.67M in Q3 2024. 58 funds tracked by Wall St. Rank hold IBHI as of Q2 2025.

  • JP Morgan Chase reported no remaining iShares iBonds 2029 Term High Yield and Income ETF position as of Q2 2025 after selling out during the quarter.
  • JP Morgan Chase sold 2,800 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2025, an estimated $65K.
  • JP Morgan Chase first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q3 2024 and held it in 3 quarters.
  • JP Morgan Chase's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $1.67M in Q3 2024.
  • 58 funds tracked by Wall St. Rank held iShares iBonds 2029 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.