JP Morgan Chase
IBMF

JP Morgan Chase’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History

JP Morgan Chase’s Portfolio IBMF Stock Details IBMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-11,678
Closed -$314K – 4518
2013
Q2 		$314K Buy
+11,678
New +$323K ﹤0.01% 3801

Other funds holding IBMF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AAC
Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

JP Morgan Chase's IBMF Position: Q3 2013 in Review

JP Morgan Chase sold out of iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q3 2013, closing a stake of 11,678 shares — an estimated $314K sold.

JP Morgan Chase first reported a position in IBMF in Q2 2013 and held it in 1 quarter. The position peaked at $314K in Q2 2013. 27 funds tracked by Wall St. Rank hold IBMF as of Q3 2013.

  • JP Morgan Chase reported no remaining iShares iBonds Sep 2017 Term Muni Bond ETF position as of Q3 2013 after selling out during the quarter.
  • JP Morgan Chase sold 11,678 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q3 2013, an estimated $314K.
  • JP Morgan Chase first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q2 2013 and held it in 1 quarter.
  • JP Morgan Chase's iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $314K in Q2 2013.
  • 27 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q3 2013.

Based on JP Morgan Chase's 13F filing for Q3 2013, filed 31 Oct 2013.