JP Morgan Chase
IBML

JP Morgan Chase’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

JP Morgan Chase’s Portfolio IBML Stock Details IBML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-186
Closed -$4.75K – 8030
2023
Q3 		$4.75K Buy
+186
New +$4.74K ﹤0.01% 6384
2019
Q4 		– Sell
-6,400
Closed -$165K – 5958
2019
Q3 		$165K Sell
6,400
-75
-1% -$1.94K ﹤0.01% 4713
2019
Q2 		$167K Hold
6,475
– – ﹤0.01% 4733
2019
Q1 		$165K Sell
6,475
-125
-2% -$3.16K ﹤0.01% 4711
2018
Q4 		$166K Buy
6,600
+315
+5% +$7.82K ﹤0.01% 4668
2018
Q3 		$156K Buy
6,285
+75
+1% +$1.87K ﹤0.01% 4778
2018
Q2 		$155K Buy
6,210
+20
+0.3% +$497 ﹤0.01% 4677
2018
Q1 		$154K Sell
6,190
-1,280
-17% -$32K ﹤0.01% 4458
2017
Q4 		$188K Buy
7,470
+50
+0.7% +$1.27K ﹤0.01% 4439
2017
Q3 		$190K Buy
7,420
+1,150
+18% +$29.5K ﹤0.01% 4120
2017
Q2 		$159K Buy
+6,270
New +$159K ﹤0.01% 4047

Other funds holding IBML

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

JP Morgan Chase's IBML Position: Q4 2023 in Review

JP Morgan Chase sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 186 shares — an estimated $4.75K sold.

JP Morgan Chase first reported a position in IBML in Q2 2017 and held it in 11 quarters. The position peaked at $190K in Q3 2017. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • JP Morgan Chase reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 186 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $4.75K.
  • JP Morgan Chase first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2017 and held it in 11 quarters.
  • JP Morgan Chase's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $190K in Q3 2017.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on JP Morgan Chase's 13F filing for Q4 2023, filed 12 Feb 2024.