JP Morgan Chase’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-322	Closed	-$8.19K	–	7893
2026 Q1	$8.19K	Buy	+322	New	+$8.2K	﹤0.01%	6790
2024 Q4	–	Sell	-37,761	Closed	-$961K	–	7547
2024 Q3	$961K	Buy	+37,761	New	+$954K	﹤0.01%	4489
2024 Q1	–	Sell	-349	Closed	-$8.88K	–	7612
2023 Q4	$8.88K	Buy	349 +3	+0.9%	+$75	﹤0.01%	6431
2023 Q3	$8.47K	Hold	346	–	–	﹤0.01%	6290
2023 Q2	$8.68K	Buy	346 +273	+374%	+$6.87K	﹤0.01%	6079
2023 Q1	$1.86K	Buy	+73	New	+$1.85K	﹤0.01%	6468
2019 Q4	–	Sell	-12,710	Closed	-$331K	–	5736
2019 Q3	$331K	Sell	12,710 -1,090	-8%	-$28.4K	﹤0.01%	4372
2019 Q2	$355K	Buy	+13,800	New	+$351K	﹤0.01%	4393

Other funds holding IBMP

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

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

LIA

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

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

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

JP Morgan Chase sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q2 2026, closing a stake of 322 shares — an estimated $8.19K sold.

JP Morgan Chase first reported a position in IBMP in Q2 2019 and held it in 8 quarters. The position peaked at $961K in Q3 2024. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

JP Morgan Chase reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
JP Morgan Chase sold 322 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $8.19K.
JP Morgan Chase first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2019 and held it in 8 quarters.
JP Morgan Chase's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $961K in Q3 2024.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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