JP Morgan Chase’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

JP Morgan Chase’s Portfolio IBMO Stock Details IBMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-32,253	Closed	-$828K	–	7892
2026 Q1	$828K	Buy	+32,253	New	+$828K	﹤0.01%	4721
2025 Q4	–	Sell	-3,767	Closed	-$96.7K	–	7579
2025 Q3	$96.7K	Buy	+3,767	New	+$96.6K	﹤0.01%	5924
2024 Q1	–	Sell	-120	Closed	-$3.07K	–	7611
2023 Q4	$3.07K	Sell	120 -149	-55%	-$3.74K	﹤0.01%	6648
2023 Q3	$6.68K	Buy	+269	New	+$6.74K	﹤0.01%	6327
2019 Q4	–	Sell	-13,860	Closed	-$359K	–	5735
2019 Q3	$359K	Sell	13,860 -140	-1%	-$3.63K	﹤0.01%	4331
2019 Q2	$359K	Buy	+14,000	New	+$355K	﹤0.01%	4384

Other funds holding IBMO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase's IBMO Position: Q2 2026 in Review

JP Morgan Chase sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2026, closing a stake of 32,253 shares — an estimated $828K sold.

JP Morgan Chase first reported a position in IBMO in Q2 2019 and held it in 6 quarters. The position peaked at $828K in Q1 2026. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

JP Morgan Chase reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
JP Morgan Chase sold 32,253 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $828K.
JP Morgan Chase first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2019 and held it in 6 quarters.
JP Morgan Chase's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $828K in Q1 2026.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.