JP Morgan Chase
IBTD

JP Morgan Chase’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

JP Morgan Chase’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-7,050
Closed -$175K – 8013
2023
Q3 		$175K Buy
7,050
+6,482
+1,141% +$161K ﹤0.01% 5147
2023
Q2 		$14.1K Sell
568
-54,176
-99% -$1.34M ﹤0.01% 5992
2023
Q1 		$1.36M Buy
54,744
+54,312
+12,572% +$1.34M ﹤0.01% 3825
2022
Q4 		$11K Buy
+432
New +$10.7K ﹤0.01% 6018

Other funds holding IBTD

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

JP Morgan Chase's IBTD Position: Q4 2023 in Review

JP Morgan Chase sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 7,050 shares — an estimated $175K sold.

JP Morgan Chase first reported a position in IBTD in Q4 2022 and held it in 4 quarters. The position peaked at $1.36M in Q1 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • JP Morgan Chase reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 7,050 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $175K.
  • JP Morgan Chase first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 4 quarters.
  • JP Morgan Chase's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $1.36M in Q1 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on JP Morgan Chase's 13F filing for Q4 2023, filed 12 Feb 2024.