JP Morgan Chase
IBMS

JP Morgan Chase’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

JP Morgan Chase’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9,689
Closed -$250K – 8157
2026
Q1 		$250K Buy
+9,689
New +$254K ﹤0.01% 5369
2025
Q3 		– Sell
-22,319
Closed -$573K – 7785
2025
Q2 		$573K Buy
+22,319
New +$565K ﹤0.01% 4708

Other funds holding IBMS

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
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

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

JP Morgan Chase sold out of iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) in Q2 2026, closing a stake of 9,689 shares — an estimated $250K sold.

JP Morgan Chase first reported a position in IBMS in Q2 2025 and held it in 2 quarters. The position peaked at $573K in Q2 2025. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • JP Morgan Chase reported no remaining iShares iBonds Dec 2030 Term Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • JP Morgan Chase sold 9,689 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $250K.
  • JP Morgan Chase first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q2 2025 and held it in 2 quarters.
  • JP Morgan Chase's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $573K in Q2 2025.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

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