JP Morgan Chase
IBMJ

JP Morgan Chase’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

JP Morgan Chase’s Portfolio IBMJ Stock Details IBMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-9,494
Closed -$243K – 7096
2021
Q2 		$243K Sell
9,494
-1,200
-11% -$30.8K ﹤0.01% 5136
2021
Q1 		$275K Buy
10,694
+45
+0.4% +$1.16K ﹤0.01% 5013
2020
Q4 		$274K Sell
10,649
-520
-5% -$13.4K ﹤0.01% 4691
2020
Q3 		$289K Sell
11,169
-1,455
-12% -$37.7K ﹤0.01% 4215
2020
Q2 		$327K Hold
12,624
– – ﹤0.01% 4049
2020
Q1 		$322K Hold
12,624
– – ﹤0.01% 4058
2019
Q4 		$325K Sell
12,624
-290
-2% -$7.48K ﹤0.01% 4470
2019
Q3 		$333K Sell
12,914
-100
-0.8% -$2.58K ﹤0.01% 4368
2019
Q2 		$335K Hold
13,014
– – ﹤0.01% 4423
2019
Q1 		$334K Buy
+13,014
New +$333K ﹤0.01% 4397

Other funds holding IBMJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SCA
Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

JP Morgan Chase's IBMJ Position: Q3 2021 in Review

JP Morgan Chase sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q3 2021, closing a stake of 9,494 shares — an estimated $243K sold.

JP Morgan Chase first reported a position in IBMJ in Q1 2019 and held it in 10 quarters. The position peaked at $335K in Q2 2019. 127 funds tracked by Wall St. Rank hold IBMJ as of Q3 2021.

  • JP Morgan Chase reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q3 2021 after selling out during the quarter.
  • JP Morgan Chase sold 9,494 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q3 2021, an estimated $243K.
  • JP Morgan Chase first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q1 2019 and held it in 10 quarters.
  • JP Morgan Chase's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $335K in Q2 2019.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q3 2021.

Based on JP Morgan Chase's 13F filing for Q3 2021, filed 12 Nov 2021.