JP Morgan Chase
IBTE

JP Morgan Chase’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

JP Morgan Chase’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-252
Closed -$6.05K – 7837
2024
Q3 		$6.05K Sell
252
-15,265
-98% -$366K ﹤0.01% 6454
2024
Q2 		$372K Sell
15,517
-104,664
-87% -$2.5M ﹤0.01% 4841
2024
Q1 		$2.88M Buy
+120,181
New +$2.87M ﹤0.01% 3548

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

JP Morgan Chase's IBTE Position: Q4 2024 in Review

JP Morgan Chase sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 252 shares — an estimated $6.05K sold.

JP Morgan Chase first reported a position in IBTE in Q1 2024 and held it in 3 quarters. The position peaked at $2.88M in Q1 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • JP Morgan Chase reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • JP Morgan Chase sold 252 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $6.05K.
  • JP Morgan Chase first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2024 and held it in 3 quarters.
  • JP Morgan Chase's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $2.88M in Q1 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on JP Morgan Chase's 13F filing for Q4 2024, filed 12 Feb 2025.