JP Morgan Chase
IBTH icon

JP Morgan Chase’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

JP Morgan Chase’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$45 Buy
2
+1
+100% +$22 ﹤0.01% 7594
2026
Q1 		$22 Buy
+1
New +$22 ﹤0.01% 7399
2025
Q3 		– Sell
-15,264
Closed -$343K – 7564
2025
Q2 		$343K Buy
+15,264
New +$342K ﹤0.01% 4962
2025
Q1 		– Sell
-200
Closed -$4.44K – 7501
2024
Q4 		$4.44K Buy
+200
New +$4.46K ﹤0.01% 6535
2024
Q3 		– Sell
-129
Closed -$2.85K – 7534
2024
Q2 		$2.85K Buy
+129
New +$2.83K ﹤0.01% 6479

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

JP Morgan Chase increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 100% in Q2 2026, buying an estimated $22 and bringing the position to 2 shares worth $45. The position accounts for ﹤0.01% of the portfolio, ranked #7594.

JP Morgan Chase first reported a position in IBTH in Q2 2024 and has held it in 5 quarters since. The position peaked at $343K in Q2 2025. 272 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • JP Morgan Chase held 2 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $45 as of Q2 2026.
  • JP Morgan Chase bought 1 iShares iBonds Dec 2027 Term Treasury ETF share in Q2 2026, an estimated $22.
  • iShares iBonds Dec 2027 Term Treasury ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #7594 holding.
  • JP Morgan Chase first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2024 and has held it in 5 quarters since.
  • JP Morgan Chase's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $343K in Q2 2025.
  • 272 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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