JP Morgan Chase
IBMK

JP Morgan Chase’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

JP Morgan Chase’s Portfolio IBMK Stock Details IBMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-35,374
Closed -$926K – 7176
2021
Q3 		$926K Sell
35,374
-2,476
-7% -$64.9K ﹤0.01% 4369
2021
Q2 		$994K Sell
37,850
-400
-1% -$10.5K ﹤0.01% 4298
2021
Q1 		$1.01M Hold
38,250
– – ﹤0.01% 4223
2020
Q4 		$1.01M Buy
38,250
+5,079
+15% +$134K ﹤0.01% 3959
2020
Q3 		$878K Buy
+33,171
New +$879K ﹤0.01% 3712

Other funds holding IBMK

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
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
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JP Morgan Chase's IBMK Position: Q4 2021 in Review

JP Morgan Chase sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2021, closing a stake of 35,374 shares — an estimated $926K sold.

JP Morgan Chase first reported a position in IBMK in Q3 2020 and held it in 5 quarters. The position peaked at $1.01M in Q4 2020. 145 funds tracked by Wall St. Rank hold IBMK as of Q4 2021.

  • JP Morgan Chase reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • JP Morgan Chase sold 35,374 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2021, an estimated $926K.
  • JP Morgan Chase first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q3 2020 and held it in 5 quarters.
  • JP Morgan Chase's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $1.01M in Q4 2020.
  • 145 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2021.

Based on JP Morgan Chase's 13F filing for Q4 2021, filed 10 Feb 2022.