JP Morgan Chase
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JP Morgan Chase’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

JP Morgan Chase’s Portfolio IBTK Stock Details IBTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,083
Closed -$159K – 7349
2025
Q1 		$159K Buy
+8,083
New +$156K ﹤0.01% 5344
2024
Q2 		– Sell
-3,500
Closed -$68K – 7546
2024
Q1 		$68K Buy
+3,500
New +$68.1K ﹤0.01% 5823

Other funds holding IBTK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

JP Morgan Chase's IBTK Position: Q2 2025 in Review

JP Morgan Chase sold out of iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q2 2025, closing a stake of 8,083 shares — an estimated $159K sold.

JP Morgan Chase first reported a position in IBTK in Q1 2024 and held it in 2 quarters. The position peaked at $159K in Q1 2025. 130 funds tracked by Wall St. Rank hold IBTK as of Q2 2025.

  • JP Morgan Chase reported no remaining iShares iBonds Dec 2030 Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • JP Morgan Chase sold 8,083 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2025, an estimated $159K.
  • JP Morgan Chase first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q1 2024 and held it in 2 quarters.
  • JP Morgan Chase's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $159K in Q1 2025.
  • 130 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2025.

Based on JP Morgan Chase's 13F filing for Q2 2025, filed 12 Aug 2025.