JP Morgan Chase
IBTJ icon

JP Morgan Chase’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

JP Morgan Chase’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22 Hold
1
– – ﹤0.01% 7622
2026
Q1 		$22 Hold
1
– – ﹤0.01% 7400
2025
Q4 		$22 Sell
1
-9
-90% -$198 ﹤0.01% 7300
2025
Q3 		$220 Sell
10
-2,924
-100% -$64K ﹤0.01% 7106
2025
Q2 		$64.3K Sell
2,934
-2,853
-49% -$62K ﹤0.01% 5804
2025
Q1 		$126K Buy
5,787
+2,587
+81% +$55.6K ﹤0.01% 5459
2024
Q4 		$68.2K Buy
+3,200
New +$69K ﹤0.01% 5897
2024
Q2 		– Sell
-3,000
Closed -$64.5K – 7545
2024
Q1 		$64.5K Buy
+3,000
New +$64.7K ﹤0.01% 5843

Other funds holding IBTJ

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

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

JP Morgan Chase held its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) position steady in Q2 2026 at 1 share worth $22. The position accounts for ﹤0.01% of the portfolio, ranked #7622.

JP Morgan Chase first reported a position in IBTJ in Q1 2024 and has held it in 8 quarters since. The position peaked at $126K in Q1 2025. 176 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

  • JP Morgan Chase held 1 share of iShares iBonds Dec 2029 Term Treasury ETF worth $22 as of Q2 2026.
  • JP Morgan Chase left its iShares iBonds Dec 2029 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #7622 holding.
  • JP Morgan Chase first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2024 and has held it in 8 quarters since.
  • JP Morgan Chase's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $126K in Q1 2025.
  • 176 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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