JP Morgan Chase
IBTA icon

JP Morgan Chase’s Ibotta IBTA Stock Holding History

JP Morgan Chase’s Portfolio IBTA Stock Details IBTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.91M Buy
84,759
+66,890
+374% +$2.23M ﹤0.01% 3899
2026
Q1 		$524K Sell
17,869
-56,896
-76% -$1.33M ﹤0.01% 4966
2025
Q4 		$1.7M Sell
74,765
-497,325
-87% -$13.4M ﹤0.01% 4212
2025
Q3 		$15.9M Sell
572,090
-82,786
-13% -$2.6M ﹤0.01% 2286
2025
Q2 		$24M Buy
654,876
+542,313
+482% +$25.3M ﹤0.01% 1821
2025
Q1 		$4.75M Buy
112,563
+13,191
+13% +$772K ﹤0.01% 3208
2024
Q4 		$6.47M Buy
99,372
+93,498
+1,592% +$6.49M ﹤0.01% 3114
2024
Q3 		$362K Buy
5,874
+162
+3% +$9.8K ﹤0.01% 5104
2024
Q2 		$429K Buy
+5,712
New +$532K ﹤0.01% 4771

Other funds holding IBTA

KI
Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NCM
Notable Capital Management Menlo Park, California $51.6M AUM 2.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Chase increased its Ibotta (IBTA) stake by 374% in Q2 2026, buying an estimated $2.23M and bringing the position to 84,759 shares worth $2.91M. The position accounts for ﹤0.01% of the portfolio, ranked #3899.

JP Morgan Chase first reported a position in IBTA in Q2 2024 and has held it in 9 quarters since. The position peaked at $24M in Q2 2025. 146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • JP Morgan Chase held 84,759 shares of Ibotta worth $2.91M as of Q2 2026.
  • JP Morgan Chase bought 66,890 Ibotta shares in Q2 2026, an estimated $2.23M.
  • Ibotta made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3899 holding.
  • JP Morgan Chase first reported a position in Ibotta in Q2 2024 and has held it in 9 quarters since.
  • JP Morgan Chase's Ibotta position peaked at $24M in Q2 2025.
  • 146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

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