JP Morgan Chase
IBTI icon

JP Morgan Chase’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

JP Morgan Chase’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$155 Hold
7
– – ﹤0.01% 7514
2026
Q1 		$156 Buy
+7
New +$156 ﹤0.01% 7276
2025
Q2 		– Sell
-500
Closed -$11.1K – 7348
2025
Q1 		$11.1K Buy
500
+262
+110% +$5.77K ﹤0.01% 6279
2024
Q4 		$5.21K Buy
+238
New +$5.25K ﹤0.01% 6506

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

JP Morgan Chase held its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) position steady in Q2 2026 at 7 shares worth $155. The position accounts for ﹤0.01% of the portfolio, ranked #7514.

JP Morgan Chase first reported a position in IBTI in Q4 2024 and has held it in 4 quarters since. The position peaked at $11.1K in Q1 2025. 229 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • JP Morgan Chase held 7 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $155 as of Q2 2026.
  • JP Morgan Chase left its iShares iBonds Dec 2028 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #7514 holding.
  • JP Morgan Chase first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2024 and has held it in 4 quarters since.
  • JP Morgan Chase's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $11.1K in Q1 2025.
  • 229 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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