JP Morgan Chase
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JP Morgan Chase’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

JP Morgan Chase’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.7M Buy
512,575
+512,021
+92,423% +$11.7M ﹤0.01% 2668
2026
Q1 		$12.7K Sell
554
-2,788
-83% -$63.8K ﹤0.01% 6673
2025
Q4 		$76.4K Hold
3,342
– – ﹤0.01% 6026
2025
Q3 		$76.7K Buy
3,342
+2,050
+159% +$46.9K ﹤0.01% 6054
2025
Q2 		$29.6K Sell
1,292
-367
-22% -$8.4K ﹤0.01% 6081
2025
Q1 		$38.1K Buy
1,659
+1,382
+499% +$31.6K ﹤0.01% 5965
2024
Q4 		$6.34K Buy
+277
New +$6.33K ﹤0.01% 6470
2024
Q3 		– Sell
-2,178
Closed -$49.3K – 7533
2024
Q2 		$49.3K Buy
2,178
+1,167
+115% +$26.3K ﹤0.01% 5865
2024
Q1 		$23K Buy
1,011
+281
+38% +$6.39K ﹤0.01% 6194
2023
Q4 		$16.7K Buy
+730
New +$16.5K ﹤0.01% 6293
2023
Q2 		– Sell
-992
Closed -$22.9K – 7098
2023
Q1 		$22.9K Buy
+992
New +$22.7K ﹤0.01% 5948

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

JP Morgan Chase increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 92,423% in Q2 2026, buying an estimated $11.7M and bringing the position to 512,575 shares worth $11.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2668.

JP Morgan Chase first reported a position in IBTG in Q1 2023 and has held it in 11 quarters since. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • JP Morgan Chase held 512,575 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $11.7M as of Q2 2026.
  • JP Morgan Chase bought 512,021 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $11.7M.
  • iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2668 holding.
  • JP Morgan Chase first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2023 and has held it in 11 quarters since.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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