JP Morgan Chase
IBMN

JP Morgan Chase’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

JP Morgan Chase’s Portfolio IBMN Stock Details IBMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-30
Closed -$817 – 7561
2025
Q2 		$817 Sell
30
-36
-55% -$961 ﹤0.01% 6643
2025
Q1 		$1.78K Sell
66
-258
-80% -$6.89K ﹤0.01% 6559
2024
Q4 		$8.64K Sell
324
-109,797
-100% -$2.92M ﹤0.01% 6413
2024
Q3 		$2.94M Buy
110,121
+109,762
+30,574% +$2.92M ﹤0.01% 3660
2024
Q2 		$9.52K Sell
359
-34
-9% -$898 ﹤0.01% 6273
2024
Q1 		$10.4K Sell
393
-1,321
-77% -$35K ﹤0.01% 6343
2023
Q4 		$45.5K Sell
1,714
-4,461
-72% -$117K ﹤0.01% 6026
2023
Q3 		$161K Buy
+6,175
New +$162K ﹤0.01% 5196

Other funds holding IBMN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase's IBMN Position: Q3 2025 in Review

JP Morgan Chase sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q3 2025, closing a stake of 30 shares — an estimated $817 sold.

JP Morgan Chase first reported a position in IBMN in Q3 2023 and held it in 8 quarters. The position peaked at $2.94M in Q3 2024. 158 funds tracked by Wall St. Rank hold IBMN as of Q3 2025.

  • JP Morgan Chase reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • JP Morgan Chase sold 30 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q3 2025, an estimated $817.
  • JP Morgan Chase first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q3 2023 and held it in 8 quarters.
  • JP Morgan Chase's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $2.94M in Q3 2024.
  • 158 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q3 2025.

Based on JP Morgan Chase's 13F filing for Q3 2025, filed 7 Nov 2025.