JP Morgan Chase
IBMH

JP Morgan Chase’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

JP Morgan Chase’s Portfolio IBMH Stock Details IBMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-9,353
Closed -$238K – 6121
2019
Q2 		$238K Hold
9,353
– – ﹤0.01% 4597
2019
Q1 		$238K Sell
9,353
-295
-3% -$7.49K ﹤0.01% 4546
2018
Q4 		$245K Sell
9,648
-1,260
-12% -$31.9K ﹤0.01% 4495
2018
Q3 		$277K Sell
10,908
-670
-6% -$17K ﹤0.01% 4563
2018
Q2 		$294K Buy
11,578
+25
+0.2% +$633 ﹤0.01% 4405
2018
Q1 		$292K Sell
11,553
-2,290
-17% -$58.1K ﹤0.01% 4227
2017
Q4 		$351K Buy
13,843
+4,788
+53% +$122K ﹤0.01% 4224
2017
Q3 		$232K Buy
9,055
+650
+8% +$16.6K ﹤0.01% 4062
2017
Q2 		$214K Sell
8,405
-350
-4% -$8.95K ﹤0.01% 3963
2017
Q1 		$224K Sell
8,755
-120
-1% -$3.06K ﹤0.01% 4031
2016
Q4 		$225K Buy
8,875
+2,210
+33% +$56.2K ﹤0.01% 4134
2016
Q3 		$171K Sell
6,665
-950
-12% -$24.5K ﹤0.01% 3737
2016
Q2 		$196K Hold
7,615
– – ﹤0.01% 3727
2016
Q1 		$196K Sell
7,615
-2,940
-28% -$75.5K ﹤0.01% 3626
2015
Q4 		$270K Sell
10,555
-2,095
-17% -$53.5K ﹤0.01% 3572
2015
Q3 		$323K Sell
12,650
-920
-7% -$23.4K ﹤0.01% 3564
2015
Q2 		$344K Buy
13,570
+170
+1% +$4.31K ﹤0.01% 3680
2015
Q1 		$342K Sell
13,400
-155
-1% -$3.96K ﹤0.01% 3661
2014
Q4 		$344K Buy
13,555
+220
+2% +$5.6K ﹤0.01% 3813
2014
Q3 		$339K Sell
13,335
-3,977
-23% -$101K ﹤0.01% 3805
2014
Q2 		$438K Buy
17,312
+1,212
+8% +$30.6K ﹤0.01% 3161
2014
Q1 		$403K Buy
+16,100
New +$406K ﹤0.01% 3202

Other funds holding IBMH

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

JP Morgan Chase's IBMH Position: Q3 2019 in Review

JP Morgan Chase sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 9,353 shares — an estimated $238K sold.

JP Morgan Chase first reported a position in IBMH in Q1 2014 and held it in 22 quarters. The position peaked at $438K in Q2 2014. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • JP Morgan Chase reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • JP Morgan Chase sold 9,353 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $238K.
  • JP Morgan Chase first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q1 2014 and held it in 22 quarters.
  • JP Morgan Chase's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $438K in Q2 2014.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2019.

Based on JP Morgan Chase's 13F filing for Q3 2019, filed 12 Nov 2019.