JP Morgan Chase
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JP Morgan Chase’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

JP Morgan Chase’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$483K Sell
18,903
-72,969
-79% -$1.86M ﹤0.01% 5153
2026
Q1 		$2.34M Buy
+91,872
New +$2.36M ﹤0.01% 3988
2025
Q3 		– Sell
-81,923
Closed -$2.08M – 7562
2025
Q2 		$2.08M Buy
+81,923
New +$2.06M ﹤0.01% 3887
2024
Q4 		– Sell
-68,495
Closed -$1.76M – 7548
2024
Q3 		$1.76M Buy
+68,495
New +$1.74M ﹤0.01% 4100

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

JP Morgan Chase reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 79% in Q2 2026, selling an estimated $1.86M and leaving 18,903 shares worth $483K. The position accounts for ﹤0.01% of the portfolio, ranked #5153.

JP Morgan Chase first reported a position in IBMQ in Q3 2024 and has held it in 4 quarters since. The position peaked at $2.34M in Q1 2026. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • JP Morgan Chase held 18,903 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $483K as of Q2 2026.
  • JP Morgan Chase sold 72,969 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $1.86M.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5153 holding.
  • JP Morgan Chase first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • JP Morgan Chase's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $2.34M in Q1 2026.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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