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
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 $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

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

JP Morgan Chase opened a new position in iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) in Q1 2026: 9,689 shares worth $250K. The stake represents ﹤0.01% of the portfolio and ranks #5369 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in IBMS as recently as Q2 2025.

JP Morgan Chase first reported a position in IBMS in Q2 2025 and has held it in 2 quarters since. The position peaked at $573K in Q2 2025. 103 funds tracked by Wall St. Rank hold IBMS as of Q1 2026.

  • JP Morgan Chase held 9,689 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $250K as of Q1 2026.
  • iShares iBonds Dec 2030 Term Muni Bond ETF was a new JP Morgan Chase position in Q1 2026.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5369 holding.
  • JP Morgan Chase first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • JP Morgan Chase's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $573K in Q2 2025.
  • 103 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q1 2026.

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