JP Morgan Chase
IBMO icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.14B AUM 23.53% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase's IBMO Position: Q1 2026 in Review

JP Morgan Chase opened a new position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q1 2026: 32,253 shares worth $828K. The stake represents ﹤0.01% of the portfolio and ranks #4721 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in IBMO as recently as Q3 2025.

JP Morgan Chase first reported a position in IBMO in Q2 2019 and has held it in 6 quarters since. 193 funds tracked by Wall St. Rank hold IBMO as of Q1 2026.

  • JP Morgan Chase held 32,253 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $828K as of Q1 2026.
  • iShares iBonds Dec 2026 Term Muni Bond ETF was a new JP Morgan Chase position in Q1 2026.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4721 holding.
  • JP Morgan Chase first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2019 and has held it in 6 quarters since.
  • 193 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.